Banamex Finance Analysis

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.

**Qualifications**:

- 5-8 years of experience working with a variety of financial platforms
- 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.

Descripción de puesto adicional

**Finance Analysis & Insights Analyst - C12**

**About the Job**

We are seeking a Financial Analyst to report to FP&A Central Manager.

This individual will develop Finance information Initiatives to enhance finance process related to information for reach shorten local closing and setup for IPO needs.

This role will ensure data quality, consistency, and integrity in financial requirements and contribute to improving operational efficiency by automating processes and identifying areas for optimization.

**Key Responsibilities**
- Monitoring month’s end process for US + Local GAAP and execute activities to ensure correct and timely execution
- Validate and upload planning scenarios and process US + Local GAAP: execute activities to ensure correct execution
- Develop requirements for: customized financial views, business drivers (non-financial information), managerial reporting (charge-outs, capital, RWA, TP), and Investors’ view
- Configure and execute customizations on digital tools for any IPO readiness ask
- Iterate and review process flows with Controllership, Expenses, Treasury, and Taxes teams
- Work with Technology teams in the development of financial projects and complete any documentation requirement
- Develop automation opportunities related to EUC; implement FX process to quantify impact vs USGAAP Plan
- Report project updates
- Propose and execute process automations and be aware about what technological capabilities can be implemented to improve information processes

**Experience**
- Experience in data analysis, preferably in banking of financial institutions.
- Identify patterns, trends, and risks in data to generate actionable insights that support decision-making and reporting.
- Development Initiatives to expand information tools across financial teams.
- Financial data manipulation and information systems with advanced SAS, Knime, Tableau Prep, Tableau Viz and General Ledger Systems
- Delivering forecasting, budgeting and variance analysis and data interpretation of results
- Desire knowledge of financial regulations, corporate reporting standards and variation analysis.

**Education and Certifications**

Bachelor’s degree in finance, accounting or related field

**Skills**
- Strong interpersonal skills and the ability to build and maintain relationships with the internal and external teams
- Ability to collaborate effectively with cross-functional teams
- Adjusting to changes and overcoming challenges**Job Family Group**:
Finance
- **Job Family**:
Financial Planning & Analysis
- **Time Type**:
Full time-
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