Financial Planning and Analysis Analyst, Citi

Citi

Location:
India, Mumbai

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Financial Planning and Analysis Analyst is an intermediate level position 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 utilize specialty knowledge to create reports/analyses that gauge Citi’s alignment with forecasted performance.

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
Execute analysis of annual 3-year strategic/operating plans, CCAR PPNR forecasts, QMMF, and quarterly outlooks in partnership with finance and business organizations
Analyze key products within USPB, namely Branded Card, Retail Services and Retail Banking
Manage all forecast processes, review and analysis for USPB business
Load P&L / Balance Sheet details for Outlook, Plan, CCAR / QMMF across products, coordinate across LFO teams for overlays on model runs, forecast workshops, manage weekly Risk and Opportunities, and overall product dynamics
Prepare MRM documentation across segments / products working with LFO teams for overlays, model management
Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
Develop and deliver financial analysis supporting various business initiatives
Work with CFO and model development team on model convergence efforts
Build excellent relationship across finance, controllers, and business organizations
Responsible to collect & review inputs received from various teams and challenge them if necessary/required
Has the ability to operate with a limited level of direct supervision
Acts as systems and processes subject matter expert (SME) to senior finance stakeholders and other team members
Establish strong relationships and leverage them to seamlessly overcome challenges and meet business needs across finance and business organizations
Prepare presentations and analysis for the team supporting the CFO/LFOs
Drive FP&A transformation efforts as part of continuous process improvements
Drive finance initiatives effectively

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
+2 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
The candidate will need to be a self-starter with a focus on timely and accurate delivery
Attention to detail is an essential part of the job
Adaptability, multitasking and project management skills
Demonstrate an ability to learn and desire to develop and improve by challenging status quo
Ability to self-motivate and initiate change
Interpersonal skills (ability to work with colleagues at all levels across multiple locations)
Ability to think strategically and ‘connect the dots’, yet be detail-oriented, and manage multiple competing priorities including emerging risks to deliver solutions in an effective control environment
Ability to influence key partners and be persuasive while working with cross-functional groups
Ability to communicate effectively with senior management

Nice to have:

Experience in financial services preferred
Professional degree equivalent to CA/MBA/BMS would be preferable

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

Additional Information:

Job Posted:
June 05, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Financial Planning and Analysis Analyst