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USPB CCAR/Capital Planning Analyst

hace 1 mes

Heredia, Costa Rica Citi A tiempo completo

The Financial Planning and Analysis Intermediate 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 apply analytical thinking, knowledge of data analysis and methodologies to create and analyze reports that gauge Citi’s alignment with forecasted performance.

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 Management reports Conduct various ad hoc analyses and strategically address issues that are complementary to the regular Planning and Analysis processes Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports Aid with using metrics to evaluate proposed business decisions Execute time critical activities for client facing Financial Planning and Analysis teams Assist in the development of review with material for internal senior leadership internal and external regulator reviews

Has the ability to operate with a limited level of direct supervision.

Can exercise independence of judgement and autonomy.

Acts as SME to senior stakeholders and /or other team members.

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


Qualifications:

2-5 years of experience in accounting and/or finance Experience in financial services preferred Knowledge of financial, analytical, and reporting tools Proficient with Microsoft Office applications, Excel and PowerPoints skills preferred Demonstrated analytical skills Consistently demonstrates clear and concise written and verbal communication skills


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.

The Financial Planning and Analysis Analyst on the USPB Deposits Balance Sheet (B/S) team 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 apply analytical thinking, knowledge of data analysis and methodologies to create and analyze reports that gauge Citi’s alignment with forecasted performance. Candidate should be highly analytical and ready to join a highly collaborative team with the mindset for continued improvements of activities, processes, and models.

Key responsibilities 

Work collaboratively with USPB Deposits partners to develop deliverables, such as NII/P&L results, forecasting analysis, trend comparisons Prepare analytics and results to support presentations for senior management reviews (such as product LFOs, USPB CFO, etc.) and provide explanations of results in comparison to other forecasts and scenarios Act as a change agent and work collaboratively with a broader team is very important; identifying gaps and streamlining processes are primary elements of the role Analyze macro-economic scenarios, consumer behaviors and trends, evaluate forecasting results, and document justification/rationale for overlays and adjustments to reflect business actions Be a very quick learner, ready to dive into details, gain good business knowledge of Citi’s consumer business, and become a USPB Deposits FP&A subject matter expert Work on Ad-hoc requests based on the business necessary Comply with Risk & Control policies and requirements Ensure there is a strong culture of high integrity, ethics and meritocracy


Qualifications

+4 years of experience of financial analysis in a large corporate environment (minimum of 3 years banking experience and previous FP&A or similar Finance experience)  Excellent quantitative/analytical skills, written and verbal communication skills with a strong attention to details  Show initiative/proactivity to solve problems independently and flexibility to solve complex problems Ability to translate financial schedules, complex consumer behavior and business trends into meaningful and actionable presentation observations  Experience working effectively in a fast paced environment within a matrix organization  Advanced MS Excel and PowerPoint skills. VBA, Power BI and Tableau knowledge is a plus

Education

Degree in Finance, Economics, or Accounting (MBA preferred)

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Job Family Group:

Finance

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Job Family:

Financial Planning & Analysis

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Time Type:

Full time

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