Financial Planning and Analysis Lead Analyst, Citi

Citi

Location:
Mexico, Ciudad De Mexico

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Financial Planning and Analysis Lead Analyst is a senior professional role 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 to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi’s current and projected performance.

Job Responsibility:

In charge of financial projections for Local ICAAP (ESC)
Interact and negotiate with peers -internally/externally-, including regulators, MRM and Internal Audit
Drive forward looking processes including forecasts, strategic/operating plans, monthly outlooks, and review results focusing on Brokerage Business
Generate flash results/highlights for Executive Management reports
Execute time critical activities for client facing Financial Planning and Analysis teams
Contribute to the development of review material for internal leadership and external regulator
Guarantee strengthened control environment implementing right controls, assess risks and being compliance with rules, regulations and policy
Has the ability to operate with a limited level of direct supervision
Can exercise independence of judgement and autonomy
Acts as SME to senior stakeholders and /or other team members
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:

6-10 years of relevant experience
Proficient computer skills with a focus on Microsoft Office applications
Effective verbal and written communication skills
Demonstrated presentation skills
Consistently demonstrates clear and concise written and verbal communication skills
Data Analytics Programming (Preferred)
English: Advanced
Bachelor’s degree/University degree or equivalent experience
Master’s degree preferred
Experience in Casa de Bolsa (desirable)
Knowledge in ICAAP (highly desirable)

Nice to have:

Experience in Casa de Bolsa
Knowledge in ICAAP

Additional Information:

Job Posted:
June 05, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Financial Planning and Analysis Lead Analyst