Analyst - Financial Planning & Analysis Job at Citi (Mumbai)

Financial Planning and Analysis Analyst

The Financial Planning and Analysis Analyst on the USPB Deposits Balance Sheet (...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

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

Job Responsibility

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

Fulltime

Financial Planning and Analysis Intermediate Analyst

The Financial Planning and Analysis Intermediate Analyst is an intermediate leve...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

3-6 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

Job Responsibility

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

Fulltime

Financial Planning and Analysis Senior Analyst

The Financial Planning and Analysis Senior Analyst is an intermediate level posi...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience working with a variety of financial platforms
Proficient with Microsoft Office applications
Demonstrated presentation skills
Consistently demonstrates clear and concise written and verbal communication skills
7+ years of experience in accounting and/or finance, experience in financial services preferred
Professional degree equivalent to CA/MBA/BMS would be preferable
Understanding of FP&A processes and management reporting, experience in financial services preferred
Experienced in Microsoft Office (excellent PowerPoint and Excel skills)
Effective communication skills
Strong analytical and problem-solving skills

Job Responsibility

Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes
Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs)
Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process
Oversee the estimation of risk capital and incorporate results into management report metrics for decision processes
Analyze key management review presentations for individual Regions and Products
Execute time critical activities for client facing Financial Planning and Analysis teams
Contribute to the development of review material for internal leadership and external regulator reviews
Execute analysis of annual 3-year strategic/operating plans, CCAR PPNR forecasts, QMMF, and quarterly outlooks in partnership with finance and business organizations

What we offer

Opportunity to join one the leading financial institutions in the world which prides itself on people development and mobility
The role also provides a great opportunity to build a career within the Finance Division and gain a holistic understanding of the various functions & businesses within USPB business
Interaction with people at varied levels and from different areas of the organization (finance, business, corporate, etc.)
Opportunity to work closely with the senior management

Fulltime

Financial Planning & Analysis Analyst

The Financial Planning and Analysis Analyst is an intermediate level position re...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years of experience in accounting and/or finance
Demonstrated 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

Job Responsibility

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
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

Financial Planning and Analysis Senior Analyst

The Financial Planning and Analysis Senior Analyst is an intermediate level posi...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience working with a variety of financial platforms
Proficient with Microsoft Office applications
Demonstrated presentation skills
Consistently demonstrates clear and concise written and verbal communication skills
Bachelor’s degree/University degree or equivalent experience

Job Responsibility

Address strategic issues on an ad hoc basis
Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes)
Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process
Oversee the estimation of risk capital and incorporate results into management report metrics
Analyze key management review presentations for individual Regions and Products
Execute time critical activities for client facing Financial Planning and Analysis teams
Contribute to the development of review material for internal leadership and external regulator reviews

What we offer

Best-in-class benefits
Global Benefits

Fulltime

Sr. Financial Planning & Analyst

We are offering an exciting opportunity to join our client as a Sr. Financial Pl...

Location

United States , Lincoln

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Accounting, Finance or Business
Minimum of 5 years experience in financial planning and analysis
Proven expertise in business systems
In-depth knowledge of data mining techniques
Experience with About Time software
Comprehensive understanding of accounting functions
Experience in auditing processes
Knowledge of budget processes
Proficient in capital management
Experience in budgeting and forecasting

Job Responsibility

Develop integrated revenue and expense analysis, projections, and reports
Ensure the accuracy of financial information recorded in monthly, quarterly, and annual reports
Analyze current and past financial data and conduct in-depth analysis
Prepare comprehensive reports and projections based on this analysis
Coordinate with other finance team members to review financial information and forecasts
Provide internal financial support to the business and assist in implementing strategies to meet business needs
Evaluate profit plans and provide recommendations for improvement
Identify trends in financial performance and suggest ways to improve
Use business systems and data mining techniques to consolidate system reporting
Support Finance and Accounting functions, including auditing, budgeting, and capital management

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Financial Planning Analyst

We are offering an exciting opportunity for a Financial Planning Analyst in Hous...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, Economics, or related field
CFP Designation
Proficiency in financial planning and strategy
Knowledge of financial forecasting and diagnosis, corporate finance, and information analysis
Proficient in spreadsheets, databases, and financial software applications
Strong analytical skills to assess data, facts, and figures used to develop strategies
Exceptional communication skills to effectively convey financial information to non-financial colleagues
Ability to work independently and collaborate effectively as part of a team

Job Responsibility

Conduct in-depth assessments of clients’ financial situations, including income, expenses, investments, and liabilities
Analyze clients' financial goals, risk tolerance, and retirement needs
Prepare personalized financial plans based on clients' short- and long-term goals
Advise clients on retirement planning, including 401(k), IRA, pension plans, and other retirement savings accounts
Help clients determine how much they need to save for retirement and create a strategy to meet those targets
Plan for retirement income strategies and minimizing tax liabilities in retirement
Collaborate with tax professionals and attorneys to assist clients in tax planning and minimizing tax liabilities
Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts, wills, and life insurance
Provide guidance on charitable giving strategies to support clients’ philanthropic goals
Assess clients' insurance needs and recommend policies for life, health, disability, and long-term care insurance

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Financial Planning Analysis Analyst

This role involves comprehensive financial planning and analysis tasks within ou...

Location

United States , Midlothian

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in systems for effective data management
Familiarity with Accounting Software Systems
Ability to use Adaptive Insights for efficient business planning
Proficiency in Customer Relationship Management (CRM) software
Knowledge of Enterprise Performance Management (EPM)
Understanding of Accounting Functions
Experience in preparing Annual Budgets
Familiarity with Budget Processes
Ability to work closely with the Business Unit for strategic financial planning
Experience in Capital Management

Job Responsibility

Gathering financial data from various internal and external sources
Setting, tracking, and evaluating key performance indicators (KPIs) and objectives
Coordinating closely with the accounting and finance departments for seamless operations
Utilizing various planning methods such as predictive planning, driver-based planning, and multi-scenario planning for accurate financial forecasting
Budgeting for expenses required for executing the corporate plan
Offering FP&A finance support to the accounting teams regarding productivity, demand planning, reporting, and financial metrics
Preparing budgets and forecasts, conducting variance analyses, long-term planning, and risk/opportunity assessments
Participating in corporate projects and initiatives that have an organization-wide impact
Collaborating with the accounting team during the close process, which includes reviewing departmental general ledgers, recording transactional activity, preparing revenue and expense accruals, and providing P&L and Cash variance explanations to budget and forecasts
Identifying areas for revenue opportunities and cost improvements

What we offer

medical
vision
dental
life and disability insurance
eligibility to enroll in company 401(k) plan

Fulltime

Analyst - Financial Planning & Analysis

Citi

Location:
India , Mumbai

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 20, 2026

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Job Posted:March 20, 2026

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