FP & A Lead Analyst, Citi

Citi

Location:
India, Mumbai

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

This position is within Citi’s Treasury FP&A team, responsible for the financial plans and forecasts for Treasury’s balance sheet and revenues, working in close partnership with Citi Treasury Investments group responsible for managing securities portfolios, interest rate risk management, long-term debt issuances, legal entity funding, and transfer pricing, as well as broader Treasury and Finance partners. Treasury FP&A team supports Treasury CFO, Citi Treasurer and Treasury CIO by providing detailed analysis and insight of Treasurys financial results, and helps contribute to directional strategy, as well as counsel on the evaluation of financial reports of Treasury’s current and projected performance. In addition, the group interacts extensively with the broader Finance organization as well as technology and infrastructure partners on multiple efforts to further operationalize end enhance forecasting processes

Job Responsibility:

Support transformation of Treasury’s forecasting processes in Ruby and other platforms through project coordination and management of key stakeholders, collection of key information and requirements, compilation of required documentation, tracking status updates and ensuring consistent progress on milestones
Assist in required UAT testing of new implementations
Support the execution and analysis of the annual 3-year Operating Plan, CCAR, Quarterly Multi-Year Multi-Scenario Forecast, and monthly outlooks through appropriate controls (e.g. adjustments governance)
Manage Forecast Portfolio setups in Ruby, in coordination with the broader team and in alignment with business partners
Monitoring of data integrity in the forecasting and reporting systems (Ruby, FRM, Pearl)
Contribute to maintenance and documentation of models used to forecast Treasury's balance sheet and revenues across various economic and interest rate scenarios
Develop and maintain relationships with key business partners
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
Prior Treasury experience desired
Knowledge of RUBY and forecasting processes / logic highly desired
Experience with forecasting models
Technical mind-set, attention to detail
Proactive approach to issue management
Risk & Control mindset
Project management experience
Experience with Tableau, Appian, Python, VBA is a plus
Effective verbal and written communication skills
Demonstrated presentation skills
Proficient computer skills with a focus on Microsoft Office applications

Nice to have:

Experience with Tableau, Appian, Python, VBA

Additional Information:

Job Posted:
June 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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FP & A Lead Analyst