Financial Planning and Analysis - C12

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 development of new techniques to improve processes and work-flow.

Responsibilities:

Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes for Operating Expenses
Provide support and insights on Corporate Expenses for Executive Management reports
Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans
Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and quarterly estimate outlook process
Analyze key management review presentations for Corporate Expenses
Contribute to the development of review material for internal leadership and external regulator reviews
Provide centralized support, governance and oversight of Non-Interest Expense Converged Forecasting Models
Provide centralized support on Model Adjustment/Overlay documentation for Non-Interest Expenses globally
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:

5-8 years of experience working with a variety of financial platforms
Experience of working with financial data with interest in business and economic environment
Strong understanding of Operating Expenses in banking industry is a plus
Proficient with Microsoft Office applications
Proficiency in data transformation and visualization tools (e.g. Tableau, Python, Power Query) as well as usage of AI tools for business is a plus.
Demonstrated presentation skills
Consistently demonstrates clear and concise written and verbal communication skills
Strong analytical and problem solving skills with attention to detail is an essential part of the job
Ability to work in teams, cross-collaborating in projects and common key deliverables
Experience working with agile methodologies and project management is a plus

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
-

Most Relevant Skills

Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.
-

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.
-

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, ****** orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.


If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.