Financial Planning

5 months 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 on the evaluation of financial reports of Citi’s current and projected performance.

**Responsibilities**:

- Lead and guide team to manage Wealth Deposits FP&A team from Mumbai for PB and Citigold. Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
- Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, QMMF forecasts, quarterly outlooks in partnership with business FP&A, and LFO teams for Wealth Business
- Create deposit reports and meet with finance team to clearly summarize financial trends and provide insight to senior management for Deposits, NII, Beta etc.
- Drive standardization for forecasting, reporting and valuation methodologies for deposits
- Actively monitor deposit pricing (beta) trends
- Help influence directional strategy and provide guidance on significant business/product decisions
- Prepare analytics in support of LFO and EMT Reviews
- Execute analysis of deposit product profitability
- Develop and maintain relationships with key partners and senior management to influence behavior and decision making
- 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**:

- 6-10 years of relevant experience
- Effective verbal and written communication skills
- Demonstrated presentation skills
- Consistently demonstrates clear and concise written and verbal communication skills

**Education**:

- Bachelor’s degree/University degree or equivalent experience
- Master’s degree preferred

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

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