Mortgage Financial Planning and Analysis Specialist

hace 3 días


San Francisco, Heredia, Costa Rica Citi A tiempo completo

**Job Overview:**

Citi is seeking an experienced analyst to join its Mortgage Revenue team, providing critical support for Balance Sheet and Mortgage Portfolio forecasting and analysis.

The ideal candidate will have a strong background in accounting and finance, with experience in financial services preferred. Strong analytical skills, excellent research and analysis capabilities, and clear written and verbal communication skills are essential for this role.

Key Responsibilities:

  • Analyze Citi's and competitors' financial performance to inform forecasting and analysis
  • Develop and coordinate the annual planning and periodic forecasting processes, reviewing results against plans monthly
  • Generate flash results/highlights for Board of Directors' reports and Executive Management reports
  • Conduct ad hoc analyses and strategically address issues that complement regular Planning and Analysis processes
  • Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports


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