Strategic Financial Planning and Analysis Leader
hace 5 días
The Financial Planning and Analysis Senior Analyst position at Citi is an intermediate level role responsible for providing management with in-depth analysis and insights into the company's financial results. In coordination with the broader Finance team, the overall objective is to generate and analyze reports, contribute to the development of new techniques to improve processes and workflow, and address strategic issues on an ad-hoc basis.
Key responsibilities include contributing to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports, generating flash results/highlights for Board of Directors' reports and Executive Management reports, developing/coordination processes (e.g., annual planning and periodic forecasting processes) and reviewing results against plans monthly, including business analysis functions performed by Business Unit Managers (BUMs), participating in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans, and monthly estimate outlook process, overseeing estimation of risk capital, incorporating results into management report metrics for decision processes, analyzing key management review presentations for individual Regions and Products, executing time-critical activities for client-facing Financial Planning and Analysis teams, and contributing to the development of review material for internal leadership and external regulator reviews.
Required skills and qualifications include 5-8 years of experience working with various financial platforms, demonstrated presentation skills, clear and concise written and verbal communication skills, a bachelor's degree/university degree or equivalent experience, and expertise in Microsoft Excel, particularly advanced features such as dynamic tables.
The successful candidate will be able to operate with a limited level of direct supervision, exercise independence of judgment, and autonomy, act as a subject matter expert (SME) to senior stakeholders and/or other team members, and possess excellent analytical and problem-solving skills.
In terms of compensation, the estimated salary range for this position is $85,000 - $115,000 per year, depending on location and experience. This figure is based on industry standards and the level of responsibility associated with the role. Benefits offered by Citi include competitive health insurance, retirement savings plans, paid time off, and opportunities for professional growth and development.
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