Capital Planning Policy Analyst Job at Citi (Charlotte)

Capital Planning Senior Policy Analyst

Capital Planning and Management is a division that owns the enterprise-wide capi...

Location

United States , Charlotte; Tampa

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

7+ Years relevant experience
Prior experience in managing highly visible, complex initiatives and/or consulting experience
Capable of diving into details, while bringing a strategic add big picture perspective
Deep expertise in control environment and associated systems and tools of a large financial institution
Highly developed analytical and problem-solving skillset, and demonstrated ability to work with stakeholders across a large financial institutions
Experience with and confidence in delivering presentations to senior management
Strong organizational and follow-up skills and the ability to multi-task effectively in a highly dynamic environment
Excellent oral and written communications skills
must be articulate and provide direction with judgement and authority to enable effective validation with senior stakeholders.
Knowledge of the financial services industry and technology

Job Responsibility

Provide strategic support and execution for the Capital Policy and Management Function
Manage tasks and responsibilities associated with the planning, directing, coordination and support of day-to-day activities relating to Citi's capital policy documents and related projects/initiatives
Help operationalize controls associated with and in support of Citi's capital policy documents.
Create or update policy, standards, procedures and applicable controls and supporting process documents
Engage in management activities, such as strategic initiatives, planning, execution and issue closures
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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

What we offer

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Business Data Analyst - Capital Market

This role is within enterprise data office and product solution team; focused on...

Location

India , Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

9+ years of combined experience in banking and financial services industry, information technology and/or data controls and governance
Preferably Engineering Graduate with Post Graduation in Finance
Extensive experience in the capital markets business and processes
Deep understanding of Derivative products (i.e., Equities, FX, IRS, Commodities etc.) Or SFT (Repo, Reverse Repo, Security Lending and Borrowing)
Strong Data analysis skills using Excel, SQL, Python, Pyspark etc.
Experience with data management processes and tools and applications, including process mapping and lineage toolsets
Actively managed various aspects of data initiatives including analysis, planning, execution, and day-to-day production management
Ability to identify and solve problems throughout the product development process
Analytical thinking – ability to break down complex data structures and processes to identify issues and develop logical models that meet business needs
Strong knowledge of structured/unstructured databases, data modeling, data management, rapid / iterative development methodologies and data governance tools

Job Responsibility

Engage with Markets, Risk, Finance, Tech, Client org, and Data Engineering Teams to gather requirements, understand application processing, identify gaps and design systematic solution for business needs
Focus on reaching out to application teams and users to understand Markets products processing in Regulatory Reporting data Flow
Document product data flows along with transformation /mapping/enrichments/logic within enterprise systems
Understand Derivatives and SFTs data flows within CITI
Data analysis for derivatives products and SFT across systems for target state adoption and resolution of data gaps/issues
Lead assessment of end-to-end data flows for all data elements used in Regulatory Reports
Document current and target states data mapping and produce gap assessment
Coordinate with the business for identifying critical data elements, defining standards and quality expectations, and prioritize remediation of data issues
Identify appropriate strategic source for critical data elements
Design and Implement data governance controls including data quality rules and data reconciliation

Fulltime

Business Data Analyst - Capital Market

This role is within enterprise data office and product solution team; focused on...

Location

India , Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

9+ years of combined experience in banking and financial services industry, information technology and/or data controls and governance
Preferably Engineering Graduate with Post Graduation in Finance
Extensive experience in the capital markets business and processes
Deep understanding of Derivative products (i.e., Equities, FX, IRS, Commodities etc.) Or SFT (Repo, Reverse Repo, Securities Lending and Borrowing)
Strong Data analysis skills using Excel, SQL, Python, Pyspark etc.
Experience with data management processes and tools and applications, including process mapping and lineage toolsets
Actively managed various aspects of data initiatives including analysis, planning, execution, and day-to-day production management
Ability to identify and solve problems throughout the product development process
Analytical thinking – ability to break down complex data structures and processes to identify issues and develop logical models that meet business needs
Strong knowledge of structured/unstructured databases, data modeling, data management, rapid / iterative development methodologies and data governance tools

Job Responsibility

Engage with Markets, Risk, Finance, Tech, Client org, and Data Engineering Teams to gather requirements, understand application processing, identify gaps and design systematic solution for business needs
Understand Derivatives and SFT data flows within CITI
Data analysis for derivatives products and SFT across systems for target state adoption and resolution of data gaps/issues
Lead assessment of end-to-end data flows for all data elements used in Regulatory Reports
Document current and target states data mapping and produce gap assessment
Coordinate with the business for identifying critical data elements, defining standards and quality expectations, and prioritize remediation of data issues
Identify appropriate strategic source for critical data elements
Design and Implement data governance controls including data quality rules and data reconciliation
Design systematic solution for elimination of manual processes/adjustments and remediation of tactical solutions
Prepare detailed requirement specifications containing calculations, data transformations and aggregation logic

Fulltime

Financial Planning Analyst

Aramark Healthcare+ is seeking candidates for a Financial Planning Analyst to jo...

Location

United States , Birmingham

Salary:

Not provided

Aramark

Expiration Date

Until further notice

Requirements

Minimum 2-3 years of progressive financial experience required, including AP/AR, payroll, and P&L management
Bachelor Degree in Finance or Accounting
Ability to work closely with a team in budgeting, cost controls and monthly reporting
Adhering to generally accepted accounting practices and observing all financial controls and processes
Excellent oral and written communication skills, strong attention to detail and the ability to work under strict deadlines
Must be organized, demonstrate initiative and have ability to diagnose current state and achieve process improvement
Excellent Microsoft Excel skills required

Job Responsibility

Preparation of financial and operating reports
Conduct and document financial analysis projects
Collaborate closely with operators to drive performance toward operational targets while maintaining strong internal controls over inventories, cash, and equipment
Highly collaborative with leadership and communicate key levers to improve margins
Financial planning and analysis: create annual forecast/budget by venue, create weekly/monthly/annual financial reports
Accountable for Cash Flow, Cash and Banking, Accounts Receivable, Accounts Payable, Fixed Assets, and Capital Expenditures
Weekly/Monthly reporting – including analyzing and communicating to the corporation and operators
Audits/Contract Compliance – including Cash, Accounts Payable, SOX and working with internal corporate auditors
Maintain all financial records and reports in adherence with Aramark’s Business Conduct Policy and all local, state, and federal regulations and codes
Train and develop finance and operations teams on financial acumen and policies

Fulltime

Senior Business Data Analyst - Capital Market

This role is within enterprise data office and product solution team; focused on...

Location

India , Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

13+ years of combined experience in banking and financial services industry, information technology and/or data controls and governance
Expertise and professional experience in Markets Business, Market Risk computation, Counterparty Party Risk Computation, ISDA Credit Annexure-Netting, Collateral, Basel III rules for market risk and credit risk, stress testing and computation of counterparty exposure
Good understanding of exposure computation process, Monte Carlo Simulation, data required for Computation of Derivative / SFT EAD
Excellent understanding of data requirements, simulation, netting and collateral rules for Market products (Derivatives, SFT, etc)
Preferably Engineering Graduate with Post Graduation in Finance
Extensive experience in the capital markets business and processes
Deep understanding of Derivative products (i.e., Equities, FX, IRS, Commodities etc.) and SFT (Repo, Reverse Repo, Securities Lending and Borrowing)
Strong Data analysis skills using Excel, SQL, Python, Pyspark etc.
Experience with data management processes and tools and applications, including process mapping and lineage toolsets
Actively managed various aspects of data initiatives including analysis, planning, execution, and day-to-day production management

Job Responsibility

Engage with Markets, Risk, Finance, Tech, Client org, and Data Engineering Teams to gather requirements, understand application processing, identify gaps and design systematic solution for business needs
Understand Derivatives and SFT data flows within CITI
Data analysis for derivatives products across systems for target state adoption and resolution of data gaps/issues
Lead assessment of end-to-end data flows for all data elements used in Regulatory Reports
Document current and target states data mapping and produce gap assessment
Coordinate with the business for identifying critical data elements, defining standards and quality expectations, and prioritize remediation of data issues
Identify appropriate strategic source for critical data elements
Design and Implement data governance controls including data quality rules and data reconciliation
Design systematic solution for elimination of manual processes/adjustments and remediation of tactical solutions
Prepare detailed requirement specifications containing calculations, data transformations and aggregation logic

Fulltime

Investment Banking Analyst II - Capital Structure Advisory

Formulate new business proposals, develop company forecasts and valuations, eval...

Location

United States , Palm Beach

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s: Accounting (Required)
Bachelor’s: Business Administration (Required)
Bachelor’s: Finance (Required)
General Experience - 13 months to 3 years
Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies
Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making
Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others
Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives
Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements
Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations

Job Responsibility

Conduct research using primary data sources, and select information needed for the analysis of key themes and trends
Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice
Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios
Advise managers how to apply a wide variety of existing procedures and precedents
Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy
Edit document in line with organizational style guidelines and prepare information for publication
Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching
gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media
Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature

Fulltime

Investment Banking Analyst II/III (Capital Structure Advisory)

Formulate new business proposals, develop company forecasts and valuations, eval...

Location

United States , New York

Salary:

80000.00 - 125000.00 USD / Year

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s: Accounting (Required)
Bachelor’s: Business Administration (Required)
Bachelor’s: Finance (Required)
General Experience - 13 months to 3 years
Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills
Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making
Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages
Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures
Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements
Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations

Job Responsibility

Conduct research using primary data sources, and select information needed for the analysis of key themes and trends
Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice
Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios
Advise managers how to apply a wide variety of existing procedures and precedents
Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy
Edit document in line with organizational style guidelines and prepare information for publication
Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching
gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential
Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media

Fulltime

Senior Finance Planning and Analyst

As a Senior Financial Planning and Analysis Analyst, you will play a critical ro...

Location

Nigeria

Salary:

Not provided

Coca-Cola HBC

Expiration Date

Until further notice

Requirements

You hold a degree in Finance, Economics, Business Administration, or a related discipline
a postgraduate or professional qualification (ACCA, CIMA, CFA) is an added advantage
You have a minimum of 4 years of FP&A or similar finance experience, ideally within an FMCG multinational organization
You understand accounting policies, cost centre reporting guidelines, and the cost/revenue implications of business decisions
You are experienced in analysing actual performance, preparing forecasts, and supporting BP/RE processes
You are highly proficient in Excel, PowerPoint, and financial modelling, with SAP/BW knowledge as a plus
You have strong analytical, financial accounting, and problem‑solving skills
You can present financial information clearly to non‑finance stakeholders
You are a cross‑functional team player with strong relationship‑building skills
You are intellectually curious, comfortable with ambiguity, and able to work independently

Job Responsibility

Support the full budgeting process by preparing short‑ and long‑range business plans, rolling estimates, and budget templates for leadership use
Create financial presentations for the Senior Leadership Team that clearly communicate planning outcomes and expectations
Support month‑end closing activities and provide high‑quality variance analysis versus plans and forecasts
Conduct scenario analysis and develop models that support business decision‑making
Guide cost analysis by establishing and enforcing cost‑related policies and ensuring accurate cost centre postings
Deliver ongoing budgetary control and financial analysis to assigned functional areas
Develop standard and ad‑hoc reports, dashboards, and analytical tools to improve FP&A processes
Validate and manage controlling master data objects (setup, creation, closure) to ensure reporting accuracy
Lead balance sheet planning for annual plans and quarterly estimates
Analyse Net Working Capital and Free Cash Flow performance, tracking NWC days and identifying improvement levers

What we offer

Coaching and mentoring programs
Development opportunities
Learning programs
Supportive team
Wellbeing program

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Capital Planning Policy Analyst

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