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Senior Process Engineer - Financial Planning & Analysis

India, Mumbai · Job Posted January 10, 2026
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Job Description

The candidate will be an integral member of the FP&A Process and System Improvement team report directly to the FP&A Process and System Improvement Lead. The FP&A Process and System Improvement team will support FP&A leadership by improving Decision Effectiveness, Process Efficiency, and Stakeholder Experience. The candidate will actively participate and drive critical engagements with FP&A, the wider Finance organization, and other functions in collaboration with the FP&A System and Process Improvement Lead.

Job Responsibility

  • Analyze existing processes and data to identify areas for improvement
  • Identify opportunities to optimize operating models and organizational structures
  • Perform detailed data analysis to support initiatives and generate strategic insights
  • Develop clear, concise, and impactful presentations and executive-level documents to effectively communicate complex concepts
  • Structure and execute own workstream
  • Anticipate issues and put in place mitigation strategies
  • See dependencies and connectivity across workstreams to execute accordingly
  • Develop and maintain rigorous project plans and manage tactical project needs, managing across resource, time and relationships
  • Collaborate effectively with team members and cross-functional stakeholders to gather information, validate findings, and support the implementation and adoption of recommendations and solutions
  • Appropriately assess risk when business decisions are made
  • Demonstrate consideration for the firm's reputation and safeguarding Citigroup (and its clients and assets)
  • Drive compliance with applicable laws, rules and regulations
  • Adhere to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Requirements

  • 3 - 6 years of experience within financial institutions or as a consultant serving the financial services industry
  • Financial Planning & Analysis experience is a plus
  • Bachelor’s degree from a top-tier university in a STEM, Business, Finance, Economics, Accounting, or another analytical discipline, with a strong academic record
  • An advanced degree is a plus
  • Proven ability to conduct detailed analysis, identify issues, and contribute to developing practical solutions
  • Adept at creating clear and impactful presentations using PowerPoint
  • Strong analytical skills with proficiency in MS Excel for complex data manipulation, analysis, and basic financial modeling
  • Demonstrated written and verbal communication skills to influence and engage senior stakeholders effectively
  • Demonstrated experience in working on transformative initiatives and working effectively as part of a collaborative team
  • Strong organizational skills with the ability to manage multiple tasks, prioritize effectively, and meet deadlines
  • Driven, proactive, detail-oriented, eager to learn, and adapt to new challenges
  • A strong team player with a collaborative mindset, committed to collective success
  • Solid understanding of fundamental financial controls, risk management principles, and regulatory requirements

Nice to have

  • Financial Planning & Analysis experience is a plus
  • An advanced degree is a plus
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