Financial Planning and Analysis Senior Manager Job at Citi (Mumbai)

VP- Financial Planning & Analysis

The Financial Planning and Analysis Senior Manager is a senior professional posi...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of relevant experience
Previous supervisory experience
Proficient computer skills with a focus on Microsoft Office applications
Effective verbal and written communication skills
Demonstrated presentation skills
Demonstrated analytical skills
Demonstrated organizational and project management skills
Bachelor's Degree/University degree or equivalent experience
Master’s degree preferred

Job Responsibility

Conduct management activities for a mid-size team such as training, evaluations, hiring, disciplinary actions, and termination of team members
Conduct analysis of Citi’s/Citi’s competitors’ financial performance
Generate flash results/highlights of analytics for Board of Directors’ reports and Executive Management reports
Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
Develop and coordinate performance reporting/processes
reviews results against plans monthly
Oversee the estimation of risk capital and incorporate results into management reports and decision processes
Provide advice to internal clients on the implications of business trends, issues, operating environment changes, and firm/business unit strategy
Has the ability to operate with a limited level of direct supervision
Can exercise independence of judgement and autonomy

Fulltime

Financial Planning and Analysis Senior Analyst

The Financial Planning and Analysis Senior Analyst is an intermediate level posi...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

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
7+ years of experience in accounting and/or finance, experience in financial services preferred
Professional degree equivalent to CA/MBA/BMS would be preferable
Understanding of FP&A processes and management reporting, experience in financial services preferred
Experienced in Microsoft Office (excellent PowerPoint and Excel skills)
Effective communication skills
Strong analytical and problem-solving skills

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
Execute analysis of annual 3-year strategic/operating plans, CCAR PPNR forecasts, QMMF, and quarterly outlooks in partnership with finance and business organizations

What we offer

Opportunity to join one the leading financial institutions in the world which prides itself on people development and mobility
The role also provides a great opportunity to build a career within the Finance Division and gain a holistic understanding of the various functions & businesses within USPB business
Interaction with people at varied levels and from different areas of the organization (finance, business, corporate, etc.)
Opportunity to work closely with the senior management

Fulltime

Financial Planning and Analysis Senior Analyst

The Financial Planning and Analysis Senior Analyst is an intermediate level posi...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

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
Bachelor’s degree/University degree or equivalent experience

Job Responsibility

Address strategic issues on an ad hoc basis
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)
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
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

What we offer

Best-in-class benefits
Global Benefits

Fulltime

Director of Financial Planning and Analysis

We are seeking a highly motivated and strategic Director of Financial Planning a...

Location

United States , Little Rock

Salary:

150000.00 - 180000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Accounting, or a related field
MBA or advanced degree is preferred
At least 7 years of progressive experience in FP&A roles, with demonstrated expertise in strategic planning and financial analysis
Experience in Manufacturing industry is strongly preferred
Proven experience in financial modeling, with the ability to create integrated forecasts including Income Statement, Balance Sheet, and Cash Flow Statements
Strong experience working with institutional capital, including federally regulated lenders, asset-based credit facilities, and covenant compliance reporting
Familiarity with leading middle-market Financial Reporting/ERP systems (e.g., NetSuite, Dynamics, Syspro) and report writing tools
Strong analytical, problem-solving, and communication skills, with a proven ability to deliver actionable insights to senior leadership
Experience with advanced data analysis methods/tools (e.g., SQL, Python) is highly desirable
Detail-oriented, self-motivated, and comfortable working independently or as part of a team

Job Responsibility

Lead the cross-functional development and execution of annual, interim, and long-range budgets and forecasts, incorporating operational factors such as customer contracts, commodity prices, capacity utilization, and more
Own and enhance the company’s financial model, incorporating KPIs as key drivers and conducting necessary analyses to support operational assumptions (e.g., working capital, headcount, capital expenditures)
Design and implement processes, tools, and templates for gathering and consolidating information from key stakeholders (e.g., Sales, Operations) for forecast creation
Provide ongoing monthly guidance to the Executive Management Team by comparing actual performance against projections and identifying potential risks and opportunities
Evaluate and implement FP&A software solutions to enhance reporting accuracy and efficiency (e.g., Planful, Vena, Prophix)
Analyze actual financial and operational results versus prior periods and budget, providing actionable insights into key variances and offering strategic recommendations
Lead the preparation of monthly reporting packages for the Board and Lenders, ensuring alignment with financial goals and compliance
Serve as the subject matter expert for loan agreements, ensuring accurate calculations of Borrowing Base Certificates and Fixed Charge Coverage Ratios
Conduct benchmarking and trend analysis to identify opportunities for cost rationalization, efficiency improvements, and revenue growth
Oversee day-to-day financial activities for all plants, including inventory management, financial reconciliations, and journal entry coordination

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime