Fp&a Planning Transformation

6 days ago

Mumbai, India Citi Full time

**Mumbai Planning Transformation - Reporting & Analytics (C13)**

**Overview of FP&A Transformation Initiative: Role of Reporting**

As part of Citi’s FP&A Transformation effort, this role sits in Reporting. The key objective of the Reporting workstream is to **replace manual EUC **with automated reports. The workstream will **create technology infrastructure** to aggregate data from multiple sources (including offline), run **calculations** on this data and create **automated reports**. The workstream will also **drive standardization of reports**.

This is an excellent opportunity for a results oriented individual to join the Project team based in Mumbai and drive transformation efforts for FP&A globally. The Project team is responsible for driving large scale global transformation programs to enhance Citi’s planning and analysis capabilities enabling agile decision making by Citi leadership team. The Transformation programs cover planning / forecasting process and forecasting models transformation, short term performance management processes, Digital and Data Transformation and Future state Forecasting Infrastructure build / roll-out. The Project team works closely with Citi CFO, Global FP&A heads, Business CFOs, Planning Transformation head and Finance Function heads to structure and drive these programs.

**Role description**:

- Support large scale global programs to build reporting and analytics capability for global forecasting processes (business and capital planning)
- Define the vision and end state for reporting and analytics capability supporting all the use cases
- Scope out the project work and lay down key milestones, rigorous oversight on the project timelines
- Lay out the roadmap for scaling up visual analytics solutions to the strategic end-state vision
- Partner with technology, finance digital team and other relevant teams to design the overall Solution including platform architecture
- Structure and lead requirements definition working sessions with stakeholders from Treasury, Capital, FP&A and Ops teams, at a regional and global level
- Establish requirements prioritization criteria and manage the prioritization process including getting sign offs from senior stakeholders
- For relevant use cases, partner with technology to perform current state Tools assessment and complete tool selection for each use as required
- Work with technology to build out capabilities required to enable the reporting and analytics toolkit including required automated data feeds
- Structure and coordinate user acceptance Testing and resolution of issues with technology
- Roll out planning, training, post go-live issue resolution
- Manage structured process to drive Ongoing improvement to functionality
- Ensure design of capabilities to adhere to all Citi Risk and Control requirements
- Assess if the visual analytics solution’s performance is in line with the requirements
- Coordinate with other transformation workstreams to ensure dependencies are highlighted and discussed / addressed appropriately
- Partner with FP&A and other Finance user teams to ensure close alignment on visual analytics solution meeting end user requirements
- Look for process efficiencies to be derived from the deployment of these solutions

**Experience / Knowledge / Skills**:

- MBA in Finance with an engineering undergrad with at least 10-15 years of experience, preferably related to driving digital or business intelligence tool roll outs as a business stage holder or program team
- Expert Knowledge of Agile methodology and experience in managing large scale projects using Agile is a must
- Knowledge of FP&A function, planning processes a plus
- Working knowledge of key reporting and analytics capabilities and tools like KNIME, Tableau, etc
- Strong project management skill set and structuring and managing global technology roll outs preferably business intelligence or analytical tools
- Prefer strong and in-depth knowledge and understanding of Citi Finance processes, systems and data structures
- Knowledge of Citi FP&A, Treasury, Tax, Risk processes and their impact on Forward Looking processes
- Ability to work with stakeholders at different levels (ranging from FP&A heads to middle management) and resolve contentious items expeditiously in a tactful manner
- Experience in working with FP&A heads, Corporate teams and senior stakeholders globally
- Strong understanding of data architecture and reporting platform architecture requirements and performance standards
- Strong communications (written, verbal and interpersonal) skills, including tact, diplomacy, and ability to influence senior-level executives
- Integrity, maturity, dependability, a positive professional attitude
- Excellent organizational and project management skills
- Track record of success in delivering high-quality work in a fast-paced and dynamic environment
- Ability to multi-task effectively and efficiently

**Education**:

- Bachelor’s degree in Mathem

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