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Financial Planning And Analysis Lead 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:
Employment contract

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Salary:

Not provided

Job Description:

The Financial Planning and Analysis Lead Analyst role involves Legal Entity forecasting to support global and local regulatory requirements. Tasks include strategic planning, ICAAP, and preparation of financial reports while advising on business and product decisions. The role requires relationship building with senior management and ensuring compliance with applicable laws.

Job Responsibility:

  • Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, QMMF and quarterly outlooks in partnership with Planning, BS and Expense FP&A teams
  • drive financial forecast for ICAAP and Regulatory stress tests in accordance with the Global ICAAP Standard
  • advise on directional strategy and provide guidance on significant business/product decisions
  • co-ordinate with Business and Finance functions to review and challenge the forecast at entity level
  • develop and maintain relationships with key partners and senior management to influence behavior and decision making
  • prepare presentations and analysis for the team supporting the CFO
  • 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
  • partner with Model Risk Management (MRM) to ensure adherence to MRM governance
  • appropriately assess risk when business decisions are made, demonstrating 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:

  • 8-12 years of relevant experience
  • proficient computer skills with a focus on Microsoft Office applications
  • demonstrated presentation and analytical skills
  • consistently demonstrates clear and concise written and verbal communication skills
  • post graduate degree or equivalent experience
What we offer:

Employee benefits to promote well-being and savings

Additional Information:

Job Posted:
July 22, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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