Financial Planning and Analysis Senior Analyst

The Financial Planning and Analysis Senior 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 utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the development of new techniques to improve processes and work-flow.

Responsibilities:

• 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
• 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:

• 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

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.

Other Responsibilities:

• Automatización y estandarización de procesos usando herramientas como Tableau y Knime
• Creación de reportes mensuales y consolidación de planes presupuestales
• Seguimiento mensual a cuentas de gasto
• Creación y seguimiento a indicadores de desempeño

Other Qualifications:

• Experiencia en programación intermedia/avanzada (SQL, Tableau, Knime, Cognos, TM1, SAS, etc.)
• Experiencia en banca / sector financiero
• Business Intelligence, Data Analysis
• Deseable experiencia reingeniería de procesos financieros
• Experiencia en automatización de procesos
• Experiencia en mínima 3 años en áreas de Planeación Financiera / control de presupuestos
• Excelentes habilidades de comunicación
• Manejo de Inglés intermedio

Education:

• Licenciatura en Administración/Finanzas o Ingeniería industrial / ingeniería en sistemas

------------------------------------------------------

Job Family Group:

Finance

------------------------------------------------------

Job Family:

Financial Planning & Analysis

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Most Relevant Skills

Budgeting, Business Acumen, Data Analysis, Digital Skills (Including AI), Financial Analysis, Financial Modeling, Management Reporting, Process Execution, Risk Management Lifecycle, Stakeholder Management.

------------------------------------------------------

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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 Citi’s EEO Policy Statement and the Know Your Rights poster.