Capital Planning Senior Policy Analyst Jobs

Capital Planning Policy Analyst

Capital Planning and Management organizes and manages the enterprise’s capital p...

Location

United States , Charlotte; Tampa

Salary:

100000.00 - 150000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5+ 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
planned time off (vacation)
unplanned time off (sick leave)
paid holidays

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
Bachelor's degree/University degree or equivalent experience

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

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
Bachelor's degree/University degree or equivalent experience

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

Fulltime

Financial Planning and Analysis Senior Analyst

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

Location

Costa Rica , Heredia

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
Advanced English
Bachelor’s degree/University degree or equivalent experience

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

Fulltime

Senior Financial Analyst

The Senior Financial Analyst will play a pivotal role in strategic decision-maki...

Location

United States , Endicott

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Current and relevant experience in an analysis role is required

Job Responsibility

Analyze financial statements, manufacturing variances, and operational costs to identify trends and opportunities for improvement
Develop and maintain financial models to support strategic planning, budgeting, and forecasting
Conduct variance analysis between actual results and forecasts, explaining key drivers
Evaluate manufacturing processes to identify opportunities for cost efficiency and waste reduction
Provide financial insights and recommendations to support strategic business decisions
Prepare financial reports for senior leadership on a monthly, quarterly, and annual basis
Perform cost analysis on raw materials, labor, and overhead to ensure accurate product pricing and cost control
Support cost accounting efforts, including standard cost updates and inventory valuation
Monitor capital expenditures and assess return on investment for new projects
Ensure compliance with internal controls, accounting policies, and financial regulations

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Senior Insurance Risk Analyst

This is a fantastic role for someone from a quantitative risk background to join...

Location

United Kingdom , London

Salary:

Not provided

The Emerald Group Ltd, Search and Selection

Expiration Date

Until further notice

Requirements

Part-qualified actuary (completion of Core Principles exams preferred) or experience of actuarial work with other relevant professional qualification (e.g. CII)
Experience in insurance risk management, actuarial or capital modelling disciplines

Job Responsibility

Support the Head of Insurance Risk with the periodic validation of the Syndicates Internal Models
Execution of certain validation activities including planning and scoping, conducting validation tests and maintaining the validation findings log
Preparation of the Board and Regulatory Validation Reports and papers for other committees
Support the Head of Insurance Risk and Chief Actuary in the production and submission of the annual Actuarial Function Board Opinions and Regulatory Reports on Technical Provisions, Underwriting Policy, Reinsurance Arrangements and Risk Management in line with the requirements of Solvency II and Lloyd’s Minimum Standards

Fulltime

Valuation Control Senior Analyst

Join our expanding Citi Finance Team in Budapest and make your own progress in a...

Location

Hungary , Budapest

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of professional experience in a relevant field of Finance (e.g., Valuations, Risk, Product Control, Financial planning and analysis, Management Reporting)
Strong data analysis, data mapping and reconciliation skills
Advanced computer literacy, with special regards to Microsoft Excel
Confident verbal and written communication skills in English
A good understanding of capital markets is a strong plus – an interest in capital market is a requirement
Attention to detail, control-focused mind-set, and a high level of proactiveness
Good time management and stakeholder management skills
Ability to critically assess and improve processes
Solid financial product knowledge is a plus
Strong financial accounting skills is a plus

Job Responsibility

Prepare and review the reporting of Fair Value Measurements, including Fair Value Hierarchy, Fair Value Levels and detailed roll forward schedules that reconcile the beginning and ending balances of Level 3 instruments
Ensure accurate reporting for external disclosures such 10-Q/K filings and standalone financial statements, as well as for internal reporting purposes
Actively liaise with VCG and Controller Asset Class Teams (Equities, Commodities, Credit, Rates, FXLM) to organize and communicate valuation results, and effectively collaborating with a range of senior stakeholders
Act as a reviewer and first point of escalation for valuation control reporting, as well as policy and regulatory breaches
Ensure a high level of accuracy across all reported numbers, high quality of pertaining commentaries and process documentation, and adequate legal entity focus
Active participation in preparation of the Financial Statements for specific Legal Entities
Streamline EUCs (End-User Computing Tools) and automating workflows, taking a critical approach towards existing processes, and helping build effective and well-controlled processes for new reporting requirements

What we offer

Cafeteria Program
Home Office Allowance (for colleagues working in hybrid work models)
Paid Parental Leave Program (maternity and paternity leave)
Private Medical Care Program and onsite medical rooms at our offices
Pension Plan Contribution to voluntary pension fund
Group Life Insurance
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
Flexible work arrangements to support you in managing work - life balance
Career progression opportunities across geographies and business lines

Fulltime

New

Senior Financial Analyst, US Commercial

This position works out of our Lake Forest, IL location in the Abbott Rapid Diag...

Location

United States , Lake Forest

Salary:

75300.00 - 150700.00 USD / Year

ACCA

Expiration Date

January 05, 2026

Requirements

Bachelor's Degree in accounting/finance/economics or related
4 + years of financial experience with prior experience in Public Accounting/Commercial Finance/FP&A

Job Responsibility

Supports all aspects of financial planning and analysis and accounting related to the CM commercial operations in the US market, including analysis to support key growth and profitability programs
Financial planning activities include long-range plans, the annual plan, regular LBE's, capital planning, and headcount planning
Accounting activities include the monthly close, variance analysis, and internal management reporting
Monthly reporting of results versus benchmarks including prior year, Plan and LBEs
Coordinate financial matters with the Sr Finance Manager, CM US Commercial, as well as other members of the division and BU finance teams
Provides financial support to the CM US Commercial leadership team
Responsible for compliance with applicable Corporate and Divisional Policies and procedures
Ongoing tasks of this position include performance management of the business, support of all relevant planning & LBE processes, maintenance/analysis of internal controls over pricing & profitability, compliance with all corporate policies, and effective financial input into key strategic initiatives
Reporting to the Sr Finance Manager, CM US Commercial with direct support/interaction with US Commercial leadership team
Directly support the Regional Sales Directors to help assess sales performance/metrics

What we offer

Career development with an international company where you can grow the career you dream of
Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year
An excellent retirement savings plan with a high employer contribution
Tuition reimbursement, the Freedom 2 Save student debt program, and FreeU education benefit - an affordable and convenient path to getting a bachelor’s degree
A company recognized as a great place to work in dozens of countries worldwide and named one of the most admired companies in the world by Fortune
A company that is recognized as one of the best big companies to work for as well as the best place to work for diversity, working mothers, female executives, and scientists

Fulltime

Capital Planning Senior Policy Analyst

Citi

Location:
United States, Charlotte ▼
Tampa

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
November 05, 2025

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Capital Planning Senior Policy Analyst

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Location:United States, Charlotte ▼Tampa

Category:Finance

Contract Type:Employment contract

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Job Description:

Job Responsibility:

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Nice to have:

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Job Posted:November 05, 2025

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Job Posted:
November 05, 2025