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Financial Planning and Analysis Intermediate Analyst

https://www.citi.com/ Logo

Citi

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Location:
India, Mumbai

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

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

Nice to have:

Master’s degree preferred

Additional Information:

Job Posted:
June 17, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
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