Financial Planning and Analysis

3 months ago

Mumbai Maharashtra, India Citi Full time

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.**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.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting

  • Financial Planning

    2 months ago

    Mumbai, Maharashtra, India Beatum IT Solutions Pvt Ltd Full time

    Financial Planning and Analysis (FP&A) Good knowledge of Financial Planning and Analysis Excellent Excel Skills Knowledge of Real Estate preferred SAP skills preferred but not mandatory Exp - 5 years Pay: ₹905,178.46 - ₹2,005,458.27 per year Schedule: - Day shift Work Location: In person **Speak with the employer** +91 8054433585

  • Financial Planning and Analysis

    6 months ago

    Mumbai, Maharashtra, India Blis Full time

    **Finance Planning and Analysis specialist** Blis is looking for a Financial Planning and Analyst Specialist based in Mumbai working for our EMEA,APAC and US subsidiaries. The Financial Planning and Analyst will play a crucial role in supporting business decisions by collaborating with various teams to provide essential commercial finance analysis. The...

  • Financial Planning

    3 months ago

    Mumbai, Maharashtra, India Citi Full time

    The Financial Planning and Analysis 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 specialty knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...

  • Financial Planning

    6 months ago

    Mumbai, Maharashtra, India Citi Full time

    The Financial Planning and Analysis 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 specialty knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...

  • Financial Planning

    3 months ago

    Mumbai, Maharashtra, India Citi Full time

    The Financial Planning and Analysis 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 specialty knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...

  • Financial Planning and Analysis

    6 months ago

    Mumbai, Maharashtra, India Citi Full time

    The Financial Planning and Analysis Analyst is an entry level position responsible for assisting in 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 knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...

  • Financial Planning

    2 months ago

    Mumbai, Maharashtra, India Citi Full time

    The Financial Planning and Analysis 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 specialty knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...

  • Financial Planning

    2 months ago

    Pune, Maharashtra, India Johnson Controls International Full time

    We are hiring a Financial Planning & Analysis (FP&A) Manager. This individual is responsible for financial reporting development and preparation, financial planning and analysis, preparing inputs for financial presentations and other projects as requested. This function acts as the analytical engine of the company to provide insights and support...

  • Financial Planning

    6 months ago

    Mumbai, Maharashtra, India Citi Full time

    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...

  • Avp- Financial Planning

    6 months ago

    Mumbai, Maharashtra, India Citi Full time

    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...

  • Financial Planning and Analysis

    2 months ago

    Mumbai, Maharashtra, India Citi Full time

    The Financial Planning and Analysis Analyst is an entry level position responsible for assisting in 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 knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...

  • Financial Planning

    6 months ago

    Mumbai, Maharashtra, India Citi Full time

    The Financial Planning and Analysis Analyst is an entry level position responsible for assisting in 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 knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...

  • Financial Planning

    6 months ago

    Mumbai, India Acme Services Full time

    Hiring for one of the Housing Finance Company (NBFC) Role : Financial Planning & analysis (FPA) Qualification : MBA Location : Churchgate, Mumbai Experience : 4 to 8 Years Preferred industry : NBFC/housing finance **Job description**: Managing all finance and accounting operations - Coordinating and directing the preparation of the budget and financial...

  • Financial Planning

    1 week ago

    Mumbai, Maharashtra, India Citi Full time

    The Financial Planning and Analysis Lead Analyst is a senior professional role 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 contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel...

  • Financial Planning

    5 months ago

    Mumbai, Maharashtra, India Citi Full time

    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 contribute to provide deposit forecasting for Wealth deposits, drive standardization across forecasting,...

  • Financial Planning

    3 months ago

    Mumbai, Maharashtra, India Citi Full time

    **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...

  • Financial Planning

    1 month ago

    Mumbai, Maharashtra, India Citi Full time

    **Responsibilities**: - Develop and coordinate the annual planning and periodic forecasting processes and review results against plans monthly including annual budget planning and monthly estimate process for Technology Balance Sheet - Generate flash results/highlights for Board of Directors’ reports and Executive Management reports - Conduct various ad...

  • Financial Planning

    6 months ago

    Mumbai, Maharashtra, India Citi Full time

    The Financial Planning and Analysis Analyst is an entry level position responsible for assisting in 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 knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...

  • Dgm - Financial Planning & Analysis

    4 weeks ago

    Worli, Mumbai, Maharashtra, India Mahindra & Mahindra Ltd Full time

    **Responsibilities & Key Deliverables** - **Strategic Planning cycles**: Support with insights on the strategic planning cycles for each of the sector companies, including liaising with various departments to align financial plans with business objectives - **Financial & strategic Analysis**: Conduct in-depth analyses of financial operations including market...

  • Financial Planning

    6 months ago

    Mumbai, Maharashtra, India Citi Full time

    The Financial Planning and Analysis 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 specialty knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...