Financial Planning and Analysis Associate Job at iCapital Network (New York)

Sr. Associate Finance – Financial Planning & Analysis

Coordinate, design and manage the financial planning processes (Budget, Forecast...

Location

Argentina , Buenos Aires

Salary:

Not provided

Amgen

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business Administration, Economics, Accounting, or any finance related area and 2 years of Financial experience
Previous experience and knowledge of financial planning (budget, forecast and P&L)
Fluent in English
Advanced Excel skills
Strong analytical skills and developing insights to analyze the company's results
Previous experience in the pharmaceutical industry is highly valued
Skilled in Hyperion, Anaplan and SAP is preferred
Demonstrates a proactive attitude, anticipating needs, taking initiative to solve problems, and actively seeking opportunities for improvement without waiting for instructions

Job Responsibility

Support the preparation and submission of data in global financial systems for Budget, Forecast, and LRS processes
Participate in the monthly closing process (Sales, Opex, and P&L), ensuring accuracy and completeness of financial information
Provide management with timely and relevant financial analysis to support monthly operational reviews and ad-hoc business requests
Perform analyses to identify risks & opportunities and recommend actions to improve business performance
Conduct detailed sales analysis by business channel, product, price, and volume
Perform expense analysis by area, supporting budget tracking and ensuring expense discipline across departments
Collaborate with cross-functional teams (Finance, Marketing, Commercial, Medical, HR, Access) to deliver consistent financial insights and reporting
Contribute to process improvement initiatives, identifying opportunities to increase efficiency and standardization through system and reporting enhancements

What we offer

competitive and comprehensive Total Rewards Plans that are aligned with local industry standards

Markets Financial Planning & Analysis, Senior Vice President

This role supports the stress testing processes for Markets businesses, includin...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor’s degree in a quantitative discipline: Mathematics, Sciences, Economics, Management, and Statistics (Master’s degree in an analytical field is a plus)
7-9 years of work experience in financial services or management consulting
Strong understanding of risk management
Knowledge of the Markets industry is a plus
Strong understanding and hands-on experience with econometric and empirical forecasting models
Strong CCAR / DFAST/Stress Testing experience is preferred
Broad understanding of overall business model and key drivers of P&L
5+ years of experience in using analytical packages, datacube/Essbase, Tableau, MS Office (Excel, PowerPoint)
Vision and ability to provide innovative solutions to core business practices
Ability to develop partnerships across multiple business and functional areas

Job Responsibility

Quarterly stress testing process (CCAR, QMMF, Recovery Plan) deliverables for the Markets business
Associated governance activities (Manager Control Assessment, End User Computing, Activity Risk Control Monitoring and its Assessment Units)
Review and challenge existing models, and model outputs to identify areas of improvement relative to portfolio & macro-economic trends
Partner with Finance team to complete requests on financial planning & CCAR/DFAST results and increased integration of credit risk & PPNR results
Collaborate with Risk Modeling, Portfolio and New Account Forecasting, Data and Reporting teams
Create presentations with supportive analysis, storyboard results, and lead discussions with senior management, Lead Finance Officers, Independent Risk
required as part of the business review and effective challenge process
Establish and continually evolve standardized business and submission documentation
Coordinate with Global CCAR Office, drive centralized reporting requirements, and communicate with Auditors and Regulators
Partner with Risk and Finance organization to understand sources of data and continue to improve the process of defining, extracting and utilizing data

What we offer

Equal opportunity employment
Global workforce benefits
Reasonable accommodation for persons with disabilities.

Fulltime

Data Risk Officer, Risk Appetite Planning, Metrics and Analysis

The Data Risk Officer role will serve as a subject matter expert on data risk ap...

Location

United States , Tampa; Irving

Salary:

130880.00 - 196320.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

7-10 years of direct experience in a non-financial risk (data, technology, or reporting risk) or relevant 1LOD function within a financial services organization
Experience in assessing risk appetite for non-financial risks aligned with regulatory expectations
Proficient in risk assessment principles and supervisory expectations in terms of the quantity and quality of operational risk management
Demonstrable understanding of Data Management fundamentals, including Data architecture, Data principles, and a deep appreciation of intersectionality and interdependency with enterprise Technology and systems architecture
Strong technical problem-solving and analytical skills to include design and execution of risk and control assessments
Deep expertise with risk metrics, including prominent roles in design, delivery, sustainability of metric delivery and/or auditing/challenging metrics
Well-developed listening skills and a strong ability to communicate and engage effectively, both orally and in writing
Experience in working with internal relationships and partnering with a range of stakeholders (e.g., business, functions) to support change management efforts
Continuous improvement mind-set to solve for root causes, assess the impact of actions, and adjust as needed
Well-versed in executing risk management monitoring routines, tracking identification to resolution

Job Responsibility

Support the primary oversight of the firm's Data Risk Appetite, including assessment of factors of risk, assessing and monitoring path-to-green efforts, and managing metrics that measure risk and associated analysis
Work collaboratively with 1LOD teams to support the definition of clear path-to-green strategies and assist in driving the execution of agreed plans
Contribute to identifying and executing independent second-line risk assessments, in coordination with other ORM teams where needed
Participate in internal knowledge sharing initiatives related to Data Risk Appetite efforts
Help ensure that this multidisciplinary and cross-cutting risk area is well understood and that the implications of firm-wide remediation efforts are understood in terms of path-to-green efforts
Assist in the negotiation and remediation of identified risk and control concerns
Prepare materials for escalation of significant or unaddressed risk issues and control environment concerns to appropriate governance forums and Risk leadership
Support the primary interface to key stakeholders such as regulators, senior management, and the Board, as it relates to 2LOD assessment/point of view for the Risk Category
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including vacation, sick leave, and paid holidays
discretionary and formulaic incentive and retention awards

Fulltime

Sr. Financial Analyst

As a Sr. Financial Analyst, you will play a crucial role in supporting our finan...

Location

United States , Memphis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience as a Financial Analyst or in a similar role
Demonstrable proficiency in business systems
Knowledge of budget processes
Capable of managing capital and understanding capital management strategies
Proficiency in financial modeling
Experience in corporate financial planning
Ability to perform cash flow analysis

Job Responsibility

Accurately process and analyze customer credit applications
Maintain precise and up-to-date customer credit records
Resolve customer inquiries promptly and professionally
Monitor customer accounts and take appropriate action based on account status
Manage daily cash positions, forecasting cash flow requirements, and ensuring the operational needs are met efficiently
Review and recommend investment opportunities to enhance the portfolio and return on investments
Identify, assess, and develop strategies to mitigate financial risks related to interest rates, foreign exchange, and other market variables
Ensure compliance with regulatory requirements and internal policies regarding treasury operations
Create detailed reports on cash flow, liquidity, and investment performance for review by senior management
Aid in the development of annual budgets, including data gathering, forecasting, and coordination with various departments

What we offer

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

Fulltime

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

Finance Associate

We are seeking a Finance Associate to join our team based in The Woodlands, Texa...

Location

United States , The Woodlands

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years of experience in a financial role
Proficiency in Financial Analysis and Financial Modeling
Experience with Budgeting and Forecasting
Bachelor's degree in Finance, Business, or a related field
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work in a fast-paced environment and meet tight deadlines
Detail-oriented and high level of accuracy in work
Advanced knowledge of Microsoft Excel and other financial software
Ability to handle confidential information with discretion

Job Responsibility

Develop and provide financial analysis for the company, which encompasses budgeting and long-term planning
Aid in the analysis of potential acquisitions and the development of pro-forma financials
Formulate key metrics for capital efficiency and reserve growth
Assist in the analysis and review of commercial proposals and bids
Contribute to the development of presentation materials for management and board of directors meetings
Execute competitive analysis and support corporate strategy

What we offer

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

Fulltime

PMO Sr. Financial Analyst

This role is based in Torrance, California, United States. In this role, you wil...

Location

United States , Torrance

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in financial analysis and cost analysis
Familiarity with budget processes and expense reporting
Strong leadership skills and interpersonal skills
Ability to perform ad hoc financial tasks
Excellent communication and planning abilities
Proven experience in project management
Proficiency in creating and delivering presentations
Knowledge of finance and tax principles
Understanding of company policy and ensuring compliance
Ability to work with stakeholders, suppliers, and manage travel arrangements

Job Responsibility

Analyze and manage financial data for various departments and digital projects
Handle the budget management for 15 digital services projects, including OpEx and CapEx during the fiscal year
Oversee the Cost Plan for all projects, including labor associates internal contingents, project funded resources, and non-labor outsource software license, travel, and other expenses
Support departments with actual vs forecast and variance analysis and take action on variance countermeasure
Handle monthly accrual and ongoing cost management
Manage invoice processing and ensure compliance with financial regulations and company policies
Monitor project budgets and financial performance, identifying areas for improvement
Prepare financial reports and presentations for stakeholders
Develop strategies to mitigate potential financial issues
Collaborate with cross-functional teams including mobile and web development teams to enhance efficiency and effectiveness

What we offer

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

Fulltime

Financial Analyst

This role offers the opportunity to work on significant financial initiatives wh...

Location

United States , Ewa Beach

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field
Strong financial planning, analytical, and financial modeling skills
Proficiency in budgeting, forecasting, and cash flow management
High attention to detail with strong organizational and accuracy skills
Ability to work independently, meet deadlines, and manage responsibilities under pressure
Strong ethical standards and professional integrity
Excellent communication and presentation skills to interact effectively with diverse stakeholders

Job Responsibility

Oversee investment activities related to capital increases and associated financial processes
Manage accounting operations, draft financial plans, and analyze financial data to support business objectives
Prepare and manage financial statements, budgets, and forecasts in alignment with organizational goals
Develop project cash flows and integrate them into corporate-wide cash flow, profit and loss statements, and balance sheets
Assist in preparing and reporting the current financial status and future forecasts to the global headquarters
Provide timely responses to financial queries from corporate headquarters
Conduct financial impact assessments on consolidated statements for various projects, adhering to corporate accounting standards
Participate in financial planning, analysis, budgeting, forecasting, and financial modeling activities
Support the preparation for capital increases by sharing relevant information and promoting their necessity to stakeholders

What we offer

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

Fulltime

Financial Planning and Analysis Associate

iCapital Network

Location:
United States , New York

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 18, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Financial Planning and Analysis Associate

Sr. Associate Finance – Financial Planning & Analysis

Markets Financial Planning & Analysis, Senior Vice President