Financial Planning & Analysis, Citi

Citi

Location:
India, Mumbai

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

This role will be part of the Forecast Execution team at Citi. Responsibilities include oversight over execution of CCAR/DFAST, Quarterly Multi-Year Multi-Scenario Forecasting (QMMF) and Operating Plan, delivery of PPNR workstream deliverables, governance, analytical support, process design, and improvement across financial processes. The role supports stress testing projections, quarterly forecasts, review of forecasting methodologies, and interactions with senior stakeholders to synthesize financial data for decision-making. Strong interpersonal, analytical, and project leadership skills are essential to this role.

Job Responsibility:

Evaluate/review results for benchmark approaches/models to be used along with PPNR champion models on a product/segment level for triangulation/benchmarking
conduct root-cause analysis to address material differences between champion and benchmark results
Execute rigorous Review and Challenge of all CCAR & QMMF activities, including overlays, workstream adjustments, benchmarking, final model results and expert judgment
review and challenge of business overlays is a key focus area
Evaluate model limitations and applied overlays
partner with Model Development team to carry out post-cycle remediation actions considering feasibility and system implementation
Coordinate aggregation of PPNR assumptions inventory
execute Review and Challenge of PPNR key assumptions and analysis of key sensitivities in preparation for submission to senior management and the Board
Coordinate FP&A activities for CCAR & QMMF, including liaising with global Finance business units, Risk and Treasury
the ability to build partnerships is very important
Develop analytics and analytical tools to help drive understanding of key results by the businesses and senior management, as well as to support the review and challenge execution
Develop presentations and analysis of review and challenge activities/results to PPNR Senior Governance Group
Support resolution of Fed questions/variance analysis, develop and review Fed materials
Support external and internal audits of the PPNR process and results
Change agent mentality and ability to work as part of a broader team are very important
identifying gaps and streamlining processes are primary elements of the role
Be a very quick learner, ready to dive into details, gain good business knowledge of all Citi businesses, and become a PPNR expert/go-to leader

Requirements:

Minimum of 2+ years of relevant finance/business/accounting experience in financial services
Degree in Finance, Accounting, Economics or related discipline
Financial statement/product knowledge, particularly in Markets and Banking area is preferred
Good working knowledge of RUBY (Citi Internal System) system is a plus
Good working knowledge of Data visualization tools (e.g. Tableau), Excel VBA is a plus
Ability to translate complex financial schedules into meaningful analysis and presentations
Demonstrated analytical skills, including the ability to synthesize quantitative and qualitative data to draw conclusions and assist with decision making
Strong interpersonal skills, with a balance of assertiveness and discretion to be a credible and sought after resource
Flexibility to be effective and persuasive with all levels of management
Ability to build key cross-functional and cross-business relationships
Change agent mentality to drive for process enhancements and simplification
demonstrated ability to lead projects

Nice to have:

Good working knowledge of RUBY (Citi Internal System) system
Good working knowledge of Data visualization tools (e.g. Tableau), Excel VBA

Additional Information:

Job Posted:
June 28, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Financial Planning & Analysis