Financial Planning

5 months ago


Mumbai, India Citi Full time

**Responsibilities**:

- Manage a team of finance professionals to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions)
- Drive forward looking processes including forecasts, strategic/operating plans, monthly outlooks, and review results
- Perform analysis and deliver presentations related to the financial performance of Citi and its competitors
- Generate analytics for quarter end flash results, related highlights, Board of Directors reports, and executive management reports as well as lead quarterly competitor reviews, quarterly annotated supplement, and quarterly investment reports
- Lead the estimation of risk capital and embed estimation and other metrics of capital usage into management reports and decision processes
- Prepare/present to senior management and stakeholders on using metrics to evaluate and drive business decisions
- Manage the delivery of full range of services to one or more businesses/geographic regions and interact with peers internally/externally, including regulators and professional organizations
- Advise internal clients on the implications of business trends, issues, operating environment changes, and firm/business unit strategy

**Qualifications**:

- 15+ years of relevant experience
- Experience within financial services
- Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
- Proficient Microsoft Office skills with an emphasis on Excel and PowerPoint
- Knowledge in additional systems including Oracle, Essbase, and SAP
- Consistently demonstrates clear and concise written and verbal communication

**Education**:

- CA/CFA/MBA with 15+ years of experience
- Master’s degree preferred
- **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



  • Mumbai, Maharashtra, India Manek Financial Advisors Pvt Ltd Full time

    The Financial Planning Associate will play a crucial role in supporting our team of experienced financial planners in developing and implementing effective financial strategies for our clients. This position offers an excellent opportunity for a detail-oriented professional with a strong passion for financial planning and client...


  • Mumbai, Maharashtra, India KGK Group Full time

    Job Summary: We are seeking a highly skilled Financial Planning Expert to oversee the financial operations of KGK Group. This role is responsible for ensuring accuracy in financial reporting, compliance with regulatory standards, and strategic financial planning.Key Responsibilities:Develop and implement strategic financial planning models and projections...


  • Mumbai, Maharashtra, India Capita Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Manager to join our team at Capita. As a key member of our finance team, you will be responsible for providing financial planning and analysis support to our business partners.Key ResponsibilitiesDevelop and maintain accurate financial forecasts and models to support business...


  • Mumbai, Maharashtra, India Hunger Inc Hospitality Pvt Ltd Full time

    Job Title: Financial Planning SpecialistJoin Hunger Inc Hospitality Pvt Ltd as a Financial Planning Specialist and take on a challenging role that requires strategic thinking, analytical skills, and effective communication. As a key member of our finance team, you will be responsible for driving business growth through data-driven insights and financial...


  • Mumbai, Maharashtra, India KGK Group Full time

    Job Title: Chartered AccountantKGK Group is seeking a highly skilled Chartered Accountant to join our team in Hong Kong. As a key member of our finance team, you will be responsible for overseeing the financial operations of the organization, ensuring accuracy in financial reporting, and compliance with regulatory standards.Key Responsibilities:Develop and...


  • Mumbai, Maharashtra, India WEN Full time

    Job Title: Financial Planning ManagerJob Summary:We are seeking a highly skilled Financial Planning Manager to join our team at WEN. The ideal candidate will have expertise in budgeting, financial management, and management reporting. The successful candidate will be responsible for preparing and consolidating corporate budgets, managing financial reporting,...


  • Mumbai, Maharashtra, India Hunger Inc Hospitality Pvt Ltd Full time

    Join Our Team as a Financial Planning and Analysis AssociateHunger Inc. Hospitality Pvt Ltd is a leading hospitality company that owns well-loved brands such as the Bombay Canteen, O Pedro, Bombay Sweet Shop, and Veronica's. We are seeking a highly skilled Financial Planning and Analysis Associate to join our team.Key Responsibilities:Develop and maintain...


  • Mumbai, Maharashtra, India Eram Talent Full time

    Eram Talent seeks a Financial Planning Analyst to enhance financial planning processes and drive performance management initiatives in the Oil and Energy sector. The ideal candidate will collaborate closely with cross-functional teams to deliver insights that facilitate informed decision-making and support the organization’s overall financial strategy.The...

  • Financial Planning

    5 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...


  • Mumbai, Maharashtra, India HoloHire Full time

    Financial Planning SpecialistHoloHire is seeking a skilled Financial Planning Specialist to assist in preparing financial reports and forecasts. This role is ideal for someone with a passion for finance and analytical skills.Key Responsibilities:Assist in preparing financial reports and forecasts.Analyze financial data to identify trends and...


  • Mumbai, Maharashtra, India DP World Australia Full time

    Job Title: Financial Planning ManagerDP World Australia is seeking a highly skilled Financial Planning Manager to join our team. As a key member of our finance department, you will be responsible for providing financial analysis and planning to support business growth and decision-making.Key Responsibilities:Develop and maintain financial models and...


  • Mumbai, Maharashtra, India KGK Group Full time

    Job Title: Chartered AccountantKGK Group is seeking a highly skilled Chartered Accountant to join our team in Hong Kong. As a key member of our Accounts & Finance department, you will be responsible for overseeing the financial operations of the organization, ensuring accuracy in financial reporting, and compliance with regulatory standards.Key...

  • Financial Planning

    5 months ago


    Mumbai, India Acme Services Full time

    **Hiring for one of the well known Housing Finance Company!** **Job Position**: - Financial Planning & Analysis **Qualification required**: - MBA (Finance) **Experience**: - 3+ Years - Managing all finance and accounting operations - Coordinating and directing the preparation of the budget and financial forecasts and report variances - Preparing and...


  • Mumbai, Maharashtra, India 12542 Citicorp Services India Private Limited Full time

    Job Title: Financial Planning SpecialistJob Summary:Citicorp Services India Private Limited is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing financial analysis and insights to support business decisions.Key Responsibilities:Conduct financial analysis and create...


  • Mumbai, Maharashtra, India Reliance Industries Limited Full time

    Financial Planning & AnalysisWe are seeking a highly skilled Financial Planning & Analysis professional to join our team at Reliance Industries Limited. As a key member of our finance department, you will be responsible for developing and maintaining detailed financial models and forecasts for our projects. You will work closely with cross-functional teams...


  • Mumbai, Maharashtra, India Talent Corner Full time

    Roles and ResponsibilitiesAs a Certified Financial Planner at Talent Corner, you will be responsible for providing financial planning services to High Net Worth Individuals (HNIs).Your key responsibilities will include:Assessing the risk appetite of clients and identifying potential investment opportunities.Developing and implementing personalized financial...


  • Mumbai, Maharashtra, India SPERTON India - Where Great People Meet Full time

    Financial Planning AnalystAt SPERTON India, we're looking for a skilled Financial Planning Analyst to join our team. As a key member of our finance department, you'll play a crucial role in driving business growth and success.Key Responsibilities:Financial Analysis: Conduct in-depth financial analysis to identify trends, assess business performance, and...


  • Mumbai, Maharashtra, India NEC Software Solutions Full time

    Job Title: Sr. AssociateNEC Software Solutions is seeking a highly skilled and experienced Sr. Associate to join our Finance team. As a key member of our team, you will be responsible for providing financial planning and analysis support to our business partners.Key Responsibilities:Develop and maintain financial models and forecasts to support business...


  • Mumbai, Maharashtra, India 12542 Citicorp Services India Private Limited Full time

    Job Title: Financial Planning and Analysis Intermediate AnalystThe Financial Planning and Analysis Intermediate 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 apply analytical thinking, knowledge...


  • Mumbai, Maharashtra, India HoloHire Full time

    Junior Finance AnalystHoloHire is seeking a detail-oriented and analytical Junior Finance Analyst to join our team. As a Junior Finance Analyst, you will play a key role in supporting our financial planning and analysis processes.Key Responsibilities:Assist in preparing financial reports and forecasts to inform business decisions.Analyze financial data to...