The Financial Planning and Analysis Intermediate Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to apply analytical thinking, knowledge of data analysis and methodologies to create and analyze reports that gauge Citi’s alignment with forecasted performance.
Responsibilities:
- Analyze of Citi’s/Citi’s competitors’ financial performance
- Develop and coordinate the annual planning and periodic forecasting processes and review results against plans monthly including annual budget planning and monthly estimate process
- Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
- Conduct various ad hoc analyses and strategically address issues that are complementary to the regular Planning and Analysis processes
- Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
- Aid with using metrics to evaluate proposed business decisions
- Execute time critical activities for client facing Financial Planning and Analysis teams
- Assist in the development of review with material for internal senior leadership internal and external regulator reviews
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.
Qualifications:
- 2-5 years of experience in accounting and/or finance
- Experience in financial services preferred
- Knowledge of financial, analytical, and reporting tools
- Proficient with Microsoft Office applications, Excel and PowerPoints skills preferred
- Demonstrated analytical skills
- Consistently demonstrates clear and concise written and verbal communication skills
Education:
- Bachelor’s degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Description
Job Purpose:
An excellent opportunity for individuals seeking a career within Citigroup and more specifically within the finance division. The purpose of the role will be to support the Wealth Financial Planning and Analysis (FP&A) team with the performance of key activities (as described below).
Job Background/Context:
Citi is the leading global financial services company. It does business in more than 100 countries, providing consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management.
The Mumbai FP&A team is an integral part of the larger Global FP&A team with ~600 employees. The Financial Planning and Analysis Manager is a role responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader finance team. The role is within the Wealth FP&A team, and requires in-depth understanding of forward-looking processes (planning, outlook, QMMF, etc.). The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi’s current and projected performance.
Key Responsibilities
- Execute analysis of annual 3-year strategic/operating plans, CCAR PPNR forecasts, QMMF, and quarterly outlooks in partnership with finance and business organizations.
- Analyse key products within Wealth, namely deposits, lending, cards, mortgages, investments, trust and custody.
- Review key business financials – Citi Private Bank, Wealth at Work and CitiGold.
- Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management.
- Develop and deliver financial analysis supporting various business initiatives.
- Build excellent relationship across finance, controllers, and business organizations.
- Responsible to collect & review inputs received from various teams and challenge them if necessary/required.
- Has the ability to operate with a limited level of direct supervision.
- Acts as systems and processes subject matter expert (SME) to senior finance stakeholders and other team members.
- Establish strong relationships and leverage them to seamlessly overcome challenges and meet business needs across finance and business organizations.
- Prepare presentations and analysis for the team supporting the CFO/LFOs
- Drive FP&A transformation efforts as part of continuous process improvements
- Drive finance initiatives effectively
Development Value:
- 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 Wealth 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.
Qualifications
Knowledge/Experience:
- +4 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)
Skills:
- Effective communication skills.
- Strong analytical and problem-solving skills.
- The candidate will need to be a self-starter with a focus on timely and accurate delivery.
- Attention to detail is an essential part of the job.
- Adaptability, multitasking and project management skills.
- Demonstrate an ability to learn and desire to develop and improve by challenging status quo.
- Ability to self-motivate and initiate change.
- Interpersonal skills (ability to work with colleagues at all levels across multiple locations).
Competencies:
- Ability to think strategically and ‘connect the dots’, yet be detail-oriented, and manage multiple competing priorities including emerging risks to deliver solutions in an effective control environment.
- Ability to influence key partners and be persuasive while working with cross-functional groups.
- Ability to communicate effectively with senior management.
Additional Notes:
Job Location: Mumbai
Candidate should be willing to work afternoon shifts, 1 pm to 10 pm.
------------------------------------------------------
Job Family Group:
Finance
------------------------------------------------------
Job Family:
Financial Planning & Analysis
------------------------------------------------------
Time Type:
Full time
------------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
