Job Description
The Financial Planning and Analysis Lead Analyst is a senior professional role 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 contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi’s current and projected performance.
Responsibilities:
Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
Advise on directional strategy and provide guidance on significant business/product decisions
Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.
Prepare analytics in support of CEO Reviews, including business initiatives
Execute analysis of product profitability and provide guidance on significant business and product decisions
Develop and maintain relationships with key partners and senior management to influence behavior and decision making
Prepare presentations and analysis for the team supporting the CFO
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:
6-10 years of relevant experience
Proficient computer skills with a focus on Microsoft Office applications
Effective verbal and written communication skills
Demonstrated presentation skills
Consistently demonstrates clear and concise written and verbal communication skills
Education:
Bachelor’s degree/University degree or equivalent experience
Master’s degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Qualifications:
++ years of relevant experience
Proficient computer skills with a focus on Microsoft Office applications
Demonstrated presentation skills.
Demonstrated analytical skills.
Demonstrated organizational and project management skills.
Education:
CA/CFA/MBA with ++ years of work experience
Master’s degree 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
-
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, ****** orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
Responsibilities:
Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
Advise on directional strategy and provide guidance on significant business/product decisions
Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.
Prepare analytics in support of CEO Reviews, including business initiatives
Execute analysis of product profitability and provide guidance on significant business and product decisions
Develop and maintain relationships with key partners and senior management to influence behavior and decision making
Prepare presentations and analysis for the team supporting the CFO
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:
6-10 years of relevant experience
Proficient computer skills with a focus on Microsoft Office applications
Effective verbal and written communication skills
Demonstrated presentation skills
Consistently demonstrates clear and concise written and verbal communication skills
Education:
Bachelor’s degree/University degree or equivalent experience
Master’s degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Qualifications:
++ years of relevant experience
Proficient computer skills with a focus on Microsoft Office applications
Demonstrated presentation skills.
Demonstrated analytical skills.
Demonstrated organizational and project management skills.
Education:
CA/CFA/MBA with ++ years of work experience
Master’s degree preferred.
-
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, ****** orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
💡 Quick Summary
Seeking a career-building opportunity? The Financial Planning and Analysis - C13 position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.