Fp&a Personal Banking Analyst

hace 1 semana


Heredia, Costa Rica Citi A tiempo completo

The Financial Planning and Analysis Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize specialty knowledge to create reports/analyses that gauge Citi’s alignment with forecasted performance.

**Responsibilities**:

- Contribute to the estimation of risk capital and incorporate results into management reports and decision processes
- Assist with the analysis of Citi’s/Citi’s competitors’ financial performance
- Aid in the annual planning and periodic forecasting processes and review results against plans monthly; participate in annual budget and monthly estimate process
- Use metrics to assist in the evaluation of proposed business decisions
- Analyze key management review presentations for individual Regions and Products
- Participate in time critical activities for client facing Financial Planning and Analysis Teams

**Qualifications**:

- 0-2 years of experience in accounting and/or finance
- Demonstrated knowledge of financial, analytical, and reporting tools
- Demonstrated analytical skills
- Consistently demonstrates clear and concise written and verbal communication skills
- Bilingual Spanish/English

**Education**:

- Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
- **Job Family Group**:
Finance
- **Job Family**:
Financial Planning & Analysis
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting


  • Fp&a Analyst 2

    hace 6 días


    Heredia, Costa Rica Citi A tiempo completo

    Be part of the FP&A Costa Rica team with a role that gives you the opportunity to provide insights and analytics to senior management with key information needed, to make strategic, operational, and tactical decisions. If you are a person that has a desire to learn, have intellectual curiosity and good knowledge in accounting, economics and finance, this...


  • Heredia, Costa Rica Citi A tiempo completo

    The Financial Planning and Analysis Senior Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the...

  • Fp&a Sr Analyst

    hace 7 días


    Heredia, Costa Rica Citi A tiempo completo

    The Financial Planning and Analysis Senior Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the...


  • Heredia, Costa Rica Citi A tiempo completo

    Join Costa Rica’s biggest FP&A Team with a role that gives you the opportunity to continue learning and build a career in the banking business, while improving your quantitative and analytical skills by tackling challenges in a dynamic environment. The Financial Planning and Analysis Analyst is an intermediate level position responsible for providing...


  • Heredia, Costa Rica Citi A tiempo completo

    **Responsibilities**: - The analyst will cover primarily Expense related activities, supporting the team with forward looking activities including annual budgeting and monthly forecast process. - Develop analytical support working with local FP&A teams and their business partners. - Participation in time critical activities for FP&A teams - Understand how...

  • Fp&a Lead Analyst

    hace 3 semanas


    Heredia, Costa Rica Citi A tiempo completo

    Citi's US Personal Banking (USPB) business is a key market within our PBWM segment (Personal Bank and Wealth Management). The Marketing & Network Finance team is tasked with overseeing the budget and enhancing the financial analytics around our on-going marketing investments across USPB, including driving enhanced processes, analytical rigor and deepening...

  • Fp & a Analyst I

    hace 4 semanas


    Heredia, Costa Rica Citi A tiempo completo

    Business Unit Mission Costa Rica Financial Planning and Analysis (FP&A) mission is to become an essential partner to the finance area through End-to-End process ownership and flawless execution by leveraging the best talent in order to drive value and productivity through innovation and standard practices. Job Purpose Be part of the FP&A Costa Rica team...

  • Fp&a Jr. Analyst

    hace 3 semanas


    Heredia, Costa Rica Citi A tiempo completo

    The Financial Planning and Analysis Analyst is an entry level position responsible for assisting in providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...

  • Fp&a Analyst 2

    hace 3 semanas


    Heredia, Costa Rica Citi A tiempo completo

    Costa Rica Financial Planning and Analysis (FP&A) mission is to become an essential partner to the finance area through End-to-End process ownership and flawless execution by leveraging the best talent in order to drive value and productivity through innovation and standard practices. Be part of the FP&A Costa Rica team with a role that gives you the...


  • Heredia, Costa Rica Citi A tiempo completo

    **Responsibilities**: - Analyze of Citi’s/Citi’s competitors’ financial performance - Develop and coordinate the annual planning and periodic forecasting processes and review results against plans monthly including annual budget planning and monthly estimate process - Generate flash results/highlights for Board of Directors’ reports and Executive...

  • Bcma Fp&a Intmd. Analyst

    hace 3 semanas


    Heredia, Costa Rica Citi A tiempo completo

    Be part of the Banking Capital Markets & Advisory FP&A Costa Rica team with a role that gives you the opportunity to provide insights and analytics to senior management with key information needed, to make strategic, operational, and tactical decisions. If you are a person that has a desire to learn, have intellectual curiosity and good knowledge in...

  • Fp&a Intmd. Analyst

    hace 4 semanas


    Heredia, Costa Rica Citi A tiempo completo

    Be part of the FP&A BCMA Costa Rica team with a role that gives you the opportunity to provide insights and analytics to senior management with key information needed, to make strategic, operational, and tactical decisions. If you are a person that has a desire to learn, have intellectual curiosity and good knowledge in accounting, economics, banking and...

  • Fp&a Intmd. Analyst

    hace 13 horas


    Heredia, Costa Rica Citi A tiempo completo

    Be part of the FP&A BCMA Costa Rica team with a role that gives you the opportunity to provide insights and analytics to senior management with key information needed, to make strategic, operational, and tactical decisions. If you are a person that has a desire to learn, have intellectual curiosity and good knowledge in accounting, economics, banking and...


  • Heredia, Costa Rica Citi A tiempo completo

    Treasury and Trade Solutions ("TTS") business provides trade and cash management solutions to help Citi’s corporate, public sector and financial institution clients in 120 countries, helping them streamline and automate their business processes, mitigate risk and expand their global operations. The LATAM TTS P&A Analyst 3 will provide support to LATAM...


  • Heredia, Costa Rica Citi A tiempo completo

    Be part of the FP&A Costa Rica team with a role that gives you the opportunity to provide insights and analytics to senior management with key information needed, to make strategic, operational, and tactical decisions. If you are a person that has a desire to learn, have intellectual curiosity and good knowledge in accounting, economics, banking and finance,...

  • Fp&a Intmd Analyst

    hace 4 semanas


    Heredia, Costa Rica Citi A tiempo completo

    **Business Unit Mission** Costa Rica Financial Planning and Analysis (FP&A) mission is to become an essential partner to the finance area through End-to-End process ownership and flawless execution by leveraging the best talent to drive value and productivity through innovation and standard practices. **Job Purpose** Job Purpose Be part of the FP&A Costa...

  • Fp&a Intmd Analyst

    hace 3 semanas


    Heredia, Costa Rica Citi A tiempo completo

    Costa Rica Financial Planning and Analysis (FP&A) mission is to become an essential partner to the finance area through End-to-End process ownership and flawless execution by leveraging the best talent in order to drive value and productivity through innovation and standard practices. Be part of the FP&A Costa Rica team with a role that gives you the...

  • Fp&a Analyst 2

    hace 3 semanas


    Heredia, Costa Rica Citi A tiempo completo

    **Be part of the FP&A Costa Rica team with a role that gives you the opportunity to provide insights and analytics to senior management with key information needed, to make strategic, operational, and tactical decisions.**: **If you are a person that has a desire to learn, have intellectual curiosity and good knowledge in accounting, economics, banking and...


  • Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Group Manager is a senior management level position responsible for accomplishing results through the management of a team or department in an effort to provide regulatory analysis and reporting in coordination with the Finance team. Additionally, the Finance Reporting Group Manager develops reporting and control procedures to...


  • Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Group Manager is a senior management level position responsible for accomplishing results through the management of a team or department in an effort to provide regulatory analysis and reporting in coordination with the Finance team. Additionally, the Finance Reporting Group Manager develops reporting and control procedures to...