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The Financial Planning and Analysis Intermediate 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 contribute and to provide deposit forecasting for NAM Citigold deposits, drive standardization across forecasting, reporting and valuation methodologies for deposits and help influence deposit strategy for the business and EMT. The role will cover NAM Citigold deposits FP&A activities
Job Responsibility:
Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, QMMF forecasts, quarterly outlooks in partnership with business FP&A, and LFO teams
Create deposit reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
Drive standardization for forecasting, reporting and valuation methodologies for deposits
Actively monitor deposit pricing (beta) trends
Help influence directional strategy and provide guidance on significant business/product decisions
Prepare analytics in support of LFO and EMT Reviews
Execute analysis of deposit product profitability
Has the ability to operate with a limited level of direct supervision
Can exercise independence of judgement and autonomy
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
Requirements:
Bachelor's degree in Finance, Accounting or other related fields
2-5 years relevant experience
Strong quantitative and presentation skills, with attention to detail and good knowledge of Microsoft Excel and Powerpoint, and ability to work with large volumes of data leveraging spreadsheets and models
Effective verbal and written communication skills
Take ownership and execute on deliverables
Team player with an ability to work well with others in a fast-paced, high energy environment
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