Financial Planning

1 week ago

Mumbai, Maharashtra, India Citi Full time

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Citi Global FP&A is a high-caliber team working in close partnership with the CFO and other members of executive management to analyze and present financial results and develop strategies to address high-priority initiatives. Corporate FP&A has the unique position of seeing a holistic and strategic view of the firm and the industry, both internally as well as externally through collaboration in earnings and investor communications.

Forecast Execution team has been established by Global FP&A head and Capital Planning head to provide oversight over execution of CCAR/DFAST, Quarterly Multi-Year Multi-Scenario Forecasting (QMMF) Operating Plan and Outlook. The team is also responsible to ensure delivery of all PPNR workstream deliverables including forecast analysis, governance and controls requirements. The Forecast Execution team will also drive target state process design for Citi's planning processes working closely with FP&A, Treasury / Capital Planning, Risk, Tax and business teams

This role of in Forecast Execution and Governance Team.


This Role is responsible for PPNR Process and calendar management during QMMF, CCAR and Operating Plan processes along with review of Governance related to Outlook, Operating plan and QMMF.

This role will also work closely with the PPNR workstream teams in New York and FP&A stakeholders in New York, Mumbai and other locations to drive ongoing issue resolution during these forecasting processes.

This role will also partner with Global FP&A Risk and Control to manage Issues related to PPNR workstream, Outlook and Operating Plan and for coordination during internal and regulator audits.

This role will also help ensure adherence to firm-wide policy and regulatory requirements (MCA, records management) for the PPNR workstream and Forecast Execution team.

Additionally this role will partner with the other Forecast Execution teams to support calendar and process management for Operating Plan across the entire process and will be responsible to develop appropriate communications to all workstreams for Operating Plan and outlook.

This role requires significant interactions with FP&A and Capital Planning teams, Global FP&A Risk and Controls team, and Finance and Risk forecasting workstreams.

Person will also work closely with the other Forecast Execution teams - Process Management and Oversight & Governance team and Process design team - to ensure effective design and smooth execution.


Role Outline / Job Profile:

  • Drive the production and execution of PPNR forecasting calendar during QMMF, CCAR
  • Drive the production and execution of Operating plan program level forecasting calendar
  • Ensure adherence to the governance and controls of all multi year forward looking processes by PPNR workstream
  • Execution of outlook, Operating Plan and QMMF PPNR governances, including review of documents and control on applicable tools
  • Drive reviews of Outlook / Operating plans governance requirements as per policies/ procedures
  • Drive resolution of issues related to PPNR workstream and coordinate PPNR workstream readiness during internal and regulator audits
  • Ensure adherence of PPNR workstream to firmwide policy and regulatory requirements (MCA, records management, etc.)
  • Partner with the other Forecast Execution teams to support calendar and process management for Operating Plan across the entire process
  • Responsible to develop appropriate and timely communications including calendar and detailed instructions to all workstreams for Operating Plan and, where relevant, outlook
  • Lead process improvement discussion with all stakeholders and partner with Technology / Operations to ensure system readiness in line with agreed on calendar and guidelines
  • Partner with FP&A teams (incl. Mumbai Tools and Process workgroup) to identify and resolve issues related to forecasting processes and tools
  • Appropriately assess risks, demonstrating consideration for the firm's reputation and safeguarding Citigroup, by driving compliance with applicable laws, rules, and regulations
  • Exposure to R&C aspects and ability to view the process from a macro level and drill deeper within process maps to analyze control gaps

Experience / Knowledge / Skills:

  • Chartered Accountant or MBA
  • Finance with at least 8 years of FP&A experience
  • Consistently demonstrates strong leadership to handle complex problems and solutions impacting multiple businesses and functions
  • Tenacity, with the flexibility and ability to work under changing circumstances
  • Highly motivated with strong attention to detail and excellent organizational skills
  • Demonstrated ability to

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