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Financial Planning and Analysis Senior Analyst

https://www.citi.com/ Logo

Citi

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Location:
Costa Rica, Heredia

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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 Senior Analyst is an intermediate level position responsible for providing management with analysis and insights of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the development of new techniques to improve processes and work-flow.

Job Responsibility:

  • Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes
  • contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
  • generate flash results/highlights for Board of Directors’ reports and Executive Management reports
  • develop/coordinate processes (e.g., the annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs)
  • participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process
  • oversee the estimation of risk capital and incorporate results into management report metrics for decision processes
  • analyze key management review presentations for individual Regions and Products
  • 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 reviews
  • operate with a limited level of direct supervision
  • exercise independence of judgement and autonomy
  • act as SME to senior stakeholders and /or other team members
  • appropriately assess risk when business decisions are made

Requirements:

  • 5-8 years of experience working with a variety of financial platforms
  • proficient with Microsoft Office applications
  • demonstrated presentation skills
  • consistently demonstrates clear and concise written and verbal communication skills
  • advanced English
What we offer:

Equal consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran or any other characteristic protected by law

Additional Information:

Job Posted:
November 04, 2025

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

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