Lead Financial Analyst Job at Robert Half (Wood Dale)

Financial Solutions Lead Analyst

The Business Architecture & Transformation Analyst is a strategic professional w...

Location

Philippines , Taguig

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 - 10 years of relevant experience, within the financial services industry preferred
Strong knowledge of interest risk related concepts such as duration, convexity, IRE, EVE, and discounted cash flow valuation
Strong knowledge of market interest rate indexes and impact to banking balance sheet
High degree of comfort with data analysis tasks using SQL database tools
Developed communication skills
ability to present complex fact patterns to seniors using clear and concise language
Developed understanding of balance sheet management and financial planning essentials: intercompany transactions, transfer pricing, equity credits, financial forecasting
Basic familiarity with econometric modeling
Basic familiarity with Python or other programming languages desired

Job Responsibility

Assists in the monthly Interest Rate Risk and quarterly PPNR production cycles
Works to closely coordinate activities across workstreams on the RUBY platform including Interest Rate Risk, Stress Testing, and Financial Planning
Provides SMEs with a trusted operational resource to investigate potential issues and test upcoming developments
uses data analysis and critical thinking to investigate problems, propose root causes, and work with technology partners to implement a solution
Works closely with technology partners to scope, resource, and develop new platform functionalities and refine existing calculation methodologies
Creates and maintains documented processes and procedure for purposes of user training and auditability of monthly processes
Becomes a trusted resource for FP&A, Capital Planning, Treasury and Risk partners to liaise with on critical regulatory deliverables
Ability to deliver multiple, high priority deliverables and work closely with a variety of highly time sensitive consumers
Works to develop, train, and motivate junior staff

What we offer

Programs and services for physical and mental well-being
access to telehealth options, health advocates, confidential counseling
Paid Parental Leave Policy
resources for managing financial well-being
access to learning and development resources
generous paid time off packages
resources and tools to volunteer in the communities

Fulltime

Lead Financial Analyst

A high-End Investment firm is seeking a Lead Financial Analyst. This is a highly...

Location

United States , Wood Dale

Salary:

120000.00 - 130000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Accountability
Building relationships and partnerships
Building confidence & integrity
Business Savvy
Strategic Management
Change of Direction

Job Responsibility

Analyze business unit performance on a monthly and quarterly basis focusing on critical business drivers
Support monthly forecasting and annual budgeting efforts, setting timelines and coordinating with team members to define deliverables
Establish a relationship with Group VPs of Finance, business unit controllers and corporate staff
Lead month and quarter end close processes, tracking and communicating financial results to senior leadership
Maintain financial reporting systems and tools, partnering with IT to suggest and implement system enhancements
Develop various financial models such as debt offerings, financial projections and rating agencies
Assess applicability and lead adoption of improvements and enhancements on existing processes (e.g. Robotic Process Automation)
Monitor and assess the Company's internal control environment. Provide recommendations for enhancements and best practices
Special projects as assigned or directed such as acquisition analysis, Board presentations, etc.

What we offer

medical
vision
dental
life
disability insurance
401(k) plan

Fulltime

Financial & Controlling Analyst / Senior Financial & Controlling Analyst

We’re looking for a Financial & Controlling Analyst / Senior Financial & Control...

Location

Brazil

Salary:

Not provided

InPlanet

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or a related field
3-5 years of proven experience in controlling, accounting, or financial reporting roles
Deep understanding of Brazilian accounting standards, IFRS, and multi-entity consolidation
Strong command of Excel/Google Sheets and experience with financial systems
Familiarity with Accounting, Compliance, Treasury (AP & AR), and FP&A
Advanced English communication skills
Excellent organizational and project management abilities
Collaborative, proactive, curious, and eager to learn
Goes above and beyond with a strong sense of ownership and accountability
Hard-working and hands-on

Job Responsibility

Ensure accurate and timely accounting and tax records following Brazilian GAAP and IFRS
Support financial consolidation across multiple entities and geographies
Drive or support the month-end and year-end closing processes
Support the Finance team in corporate finance, strategy, and investor relations
Ensure strong internal controls and help mitigate financial and operational risks
Coordinate compliance with local and international tax and accounting standards
Support treasury operations, including Accounts Payable (AP), Accounts Receivable (AR), and cash flow planning
Partner with FP&A to align operational and financial insights
Manage with external auditors and advisors during audits and reviews
Identify and lead process improvements to make our systems more reliable, efficient, and scalable

What we offer

Home Office Budget
Personal development budget
Language Programme Monthly Allowance
40 days annual leave
The opportunity to be autonomous, make a huge difference and belong to a vision
Occasional off-sites in Brazil
Laptop to fuel your productivity

VP, EUC Remediation - Financial Solutions Lead Analyst

Citi Finance is responsible for the firm’s financial management and related cont...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10+ years of relevant experience, within the financial services industry preferred
Recognized technical authority for an area within the business
Requires communication and diplomacy skills in order to guide and influence others
Knowledge of Project Management discipline and Citi Solutions Delivery Life Cycle (CSDLC)
Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
Self-motivated with the ability to make decisions in the absence of detailed instructions
Advanced Microsoft Office skills
In depth knowledge of banking products / systems preferred

Job Responsibility

Contributes to the design, roll-out and governance of financial solutions, with focus on EUC Remediation
Participates in formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products, functions and locations
Assists in setting business and information architecture standards for Finance
Plays a part in settling and operating necessary forums and frameworks to establish and govern policies and standards for global Finance processes
Participates in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications
Acts as a technical expert who acts as an advisor on significant business/product decisions
Implements policies and procedures
Performs other duties and functions as assigned
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets

What we offer

Equal opportunity employer
Accessibility accommodations for individuals with disabilities

Fulltime

Vice President, Financial Solutions Lead Analyst

The Senior Project Manager accomplishes results through the management of profes...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience in project management, primarily in financial services
Experience in supervising project managers/business analysts/project officers
Experience in interaction at Board/Executive management level of businesses
Broad understanding of business practices
Demonstrates capacity to work in highly pressured & volatile environments
Bachelor’s/University degree, Master’s degree preferred

Job Responsibility

Responsible for the overall direction, coordination, implementation, execution, control and completion of specified projects ensuring consistency with Citi project management governance
Manages people managers, including responsibility for the alignment of Organizational objectives and individual development plans
Project manages relatively small projects whilst overseeing the total project list and in particular the key critical projects
Resolves complex problems or transactions, where expertise is required to interpret against policies, guidelines or processes
Full ownership for one or more processes, reports, procedures or products, and may also be considered analytical or procedural experts representing a unit or team on cross-function process or project deliverables
May supervise day-to-day work of junior level employees, but will not typically have formal management role
Manages one team (consisting of support staff and/or entry-level analysts)
Applies in-depth disciplinary knowledge of concepts and procedures within own area to resolve issues
Ensures creation of project plan and charter benefits management plan, stakeholder management plan, acceptance plan, and central project issue log
Ensures resources are assigned to project & monitor commitment

Fulltime

Financial Planning & Analysis Lead Analyst

This role supports the development and implementation of strategic business init...

Location

Hungary , Budapest

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Relevant experience
Bachelor's/University degree
Master's degree preferred
Managerial experience

Job Responsibility

Partnering with senior management to deliver on financial objectives
Serving as primary point of contact for business management team for all Finance disciplines
Informing and understanding business priorities to develop financial plans
Supporting performance based outcomes
Contributing to and executing on the strategic direction of team
Maintaining strong partnerships with business heads
Partnering effectively across internal and external stakeholders
Helping drive financial discipline and efficiencies
Developing multi-year financial plans
Providing regular financial performance updates to business heads

What we offer

Cafeteria Program
Home Office Allowance
Paid Parental Leave Program
Private Medical Care Program
Pension Plan Contribution
Group Life Insurance
Employee Assistance Program
Access to learning and development programs
Flexible work arrangements
Career progression opportunities

Fulltime

VP, Financial Solutions Lead Analyst

The Treasury Global Process Owner/Transformation Office works closely with stake...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of financial services and experience in Risk & Control
Minimum Bachelor’s degree
MBA or other advanced degree is a plus
Proficiency in Excel and PowerPoint
knowledge of VBA and SQL is a plus
Excellent communication and interpersonal skills
Prior experience in Treasury, Finance, or Interest Rate Risk is highly desirable
Demonstrated ability to work effectively across business units / functions to deliver results
High energy, self-starter with a flexible and pragmatic attitude

Job Responsibility

Work closely with colleagues in Treasury, the businesses, Risk, and Controllers to understand and document FTP system requirements
Assess the impact of the new system on existing processes and platforms
Develop detailed roll-out plan to implement the new FTP system
Provide oversight of milestones and input to ensure consistent and timely resolution of deliverables
Provide training and guidance to the local teams
Produce high quality, senior management materials to communicate project status
Coordinate across workstreams to ensure that Interest Rate Risk methodology changes and enhancements are implemented consistently

What we offer

Best-in-class benefits
Global benefits

Fulltime

Financial Solutions Lead Analyst

The Quality Assurance, Testing, and Validation team is part of the Finance Chief...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10+ years of relevant experience, within the financial services industry preferred
Strong background in U.S. Regulatory reports with specific knowledge of CCAR and FR Y-14A/Q/M
Audit or prior regulatory reporting experience preferred
In depth knowledge of banking products / systems preferred
Recognized technical authority for an area within the business
Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
Self-motivated with the ability to make decisions in the absence of detailed instructions
Proficient Microsoft Office skills
Strong ability to communicate clearly and concisely to both technical experts, non-technical business leaders, and senior leadership to facilitate discussions with senior stakeholders and to clearly articulate findings, defend point of view amongst various groups
Ability to collaborate, coordinate and execute with the broader teams, business partners, Report Owners, Data Providers, Global Functions Technology to drive the implementation of strategies and successful execution of tracing sprints

Job Responsibility

Lead analysts support transaction testing reviews including prioritizing work, providing guidance throughout book of work, developing junior analysts’ testing skill set, report and product knowledge through training
Ensure our partners in Global Tech, Business Technology, Report Owners, Source Document Providers, and external consultants are aligned to the relevant book of work and the QATV Methodology & Procedures
Assign, manage, and review work of team, evaluating their findings and judgment in applying regulatory principles to reporting
Identify issues and exceptions, produce analysis and insights on findings, and communicate updates and results effectively to other leads and managers
Work with stakeholders to ensure action plans are in place to address gaps identified in the QA process and validate the remediation when complete
Responsible for ensuring adequate and effective controls are in place for the QA process as well as ensuring team's compliance with controls
Ensure proper documentation of review evidence to support the results
Maintain and ensure adherence to proper desktop procedures for the QA process
Support managers engagement as needed with Regulatory & Management Transaction Testing reporting reviews along with Internal Audit, ICRM, ORM reviews
Promote a culture of collaboration and teamwork across organizations. Develop strong working relationships with Report Owners, independent review teams, internal audit teams, and other key stakeholders

What we offer

Paid Parental Leave Program (maternity and paternity leave)
A supportive workplace for professionals returning to the office from childcare leave
Award-winning pension plan
multisport
holiday allowance
Private Medical Care Program
Group Life Insurance
Consideration for annual discretionary bonus
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed

Fulltime

Lead Financial Analyst

Robert Half

Location:
United States , Wood Dale

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 10, 2026

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