Fp&a Forecast Execution

1 month ago

Mumbai, India Citi Full time

**PPNR Forecasting and Budgeting** - SVP, FP&A Senior Lead Analyst**

This role will be part of Forecast Execution team 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) and Operating Plan
- Ensure delivery of all PPNR workstream deliverables including forecast analysis, governance, and controls requirements
- 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 will be part of the FP&A Budgeting and Forecasting team within Forecast Execution. This role provides support, analysis, and insight for the CCAR-PPNR Stress Testing & Quarterly Multi-Year Multi-Scenario Forecast (QMMF) process at Citi. The role works in a team that interacts closely with each business unit in Citi to create and model financial results and projections for each line of business. Through this analysis, the team facilitates the stress testing projections, which are used for the regulatory Comprehensive Capital Analysis and Review process (CCAR) and QMMF. Deliverables include, but are not limited to, quarterly forecasts and downside scenario generation, analytics of P&L and balance sheet components, review of forecasting methodologies, Y14A Federal Reserve templates, ad-hoc analysis and presentations for regulators, Board of Directors, Operating Committee and senior stakeholders. The work involves a mix of analytics, forecasting governance, and project/process improvement work as part of the through quarterly cycles. A critical component of the role is to be able to understand data structures throughout the firm and help remediate such issues for the PPNR team.

**Responsibilities**:

- Manage the delivery of full range of services to one or more businesses/geographic regions and interact with peers internally/externally
- Coordinate and drive CCAR & QMMF production, development of review and analytics materials
- Escalate and anticipate critical issues, bottlenecks for timely resolution. Drive to meet CCAR & QMMF deadlines as per the official calendar
- Support MRIA/MRA (Matter requiring immediate attention) as applicable and addresses feedback from the regulators on modeling approaches, risk sensitivities
- Work with Ruby and modeling team to implement models online as much as possible. Reduce the use of EUC and manual model runs
- Coordinate technology BOW to facilitate efficiency in process and reduction of offline models
- Work on projects to ensure forecasting data granularity is at the right granularity
- Execute Review and Challenge of PPNR key assumptions and analysis of key sensitivities in preparation for submission to senior management and the Board
- Coordinate FP&A activities for CCAR & QMMF, including liaising with global Finance business units, Risk and Treasury; the ability to build partnerships is very important
- Develop analytics and analytical tools to help drive understanding of key results by the businesses and senior management, as well as to support the review and challenge execution
- Develop presentations and analysis of review and challenge activities/results to PPNR Senior Governance Group
- Support resolution of Fed questions/variance analysis, develop and review Fed materials
- Support external and internal audits of the PPNR process and results
- Change agent mentality and ability to work as part of a broader team are very important; identifying gaps and streamlining processes are primary elements of the role
- Execute rigorous Review and Challenge of all CCAR & QMMF activities, workstream adjustments, final model results and qualitative modeling approaches/expert judgment; review and challenge of overlays is a key focus given recent regulatory feedback

**Qualifications**:

- Minimum of 12+ years of relevant finance/business/accounting/MIS experience in financial services
- Degree in Economics, Finance, Accounting or related discipline
- Financial statement/product knowledge.
- Ability to translate complex financial schedules into meaningful analysis and presentations
- Demonstrated analytical skills, including the ability to synthesize quantitative and qualitative data to draw conclusions and assist with decision making
- Quick learner, ready to dive in to details, gain good business knowledge of all Citi businesses, and become a PPNR expert/ go-to leader
- Strong interpersonal skills, with a balance of assertiveness and discretion to be a credible and sought after resource
- Flexibility to be effective and persuasive with all levels of management
- Ability to build key cross-functional and cross-business relationships
- Change agent mentality to drive for process enhancements and simplification; demonstrated ability to lead projects
- Good working knowledge of RUBY system is a plus
- **Job Family Group**:
Finance
- **Job Family**:
Financial Planning & Analysis
- **Time Type**:
F

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