Financial Planning and Analysis

6 months ago

Mumbai Maharashtra, India Citi Full time

**Mumbai FP&A Business Execution - Reporting Transformation (C12)**

**Overview of Citi FP&A Target State Architecture Initiative**

As part of Citi’s Finance Transformation effort, the FP&A Target State Architecture Initiative is responsible for implementing a defined, integrated, agile, well-controlled, and governed end-to-end integrated forecasting approach that drives effective decision making, informs effective management of the firm’s resources, supports our firm wide culture and strategic priorities, and is fully integrated with strategic risk appetite, risk processes, and capital planning. The Initiative will focus on building Core Forecasting processes to enable central decision making and advancing the existing forecasting capabilities through automation, improved governance and enhanced controls. The activities are focused on all scenarios across the stress continuum, ranging from business as usual business planning to stress environments, including CCAR/DFAST, Recovery and Resolution. The Planning Initiative comprises seven key projects: (i) Process Design and Simplification, (ii) Models, (iii) Governance, (iv) Data, (v) Calculation Controls, (vi) Technology and (vii) Organization and Resourcing.

This is an excellent opportunity for a results oriented individual to join the FP&A Reporting Transformation team based in Mumbai and drive transformation efforts for FP&A and Finance globally. The Transformation 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 business 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 Transformation 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**:

- Lead global programs to build reporting and analytics capability for global forecasting processes (business and capital planning)
- Drive the vision and end state for reporting and analytics capability (using Tableau) supporting all the use cases
- Collaborate with GFT, finance digital team and other relevant teams to design the overall Solution including data and platform architecture
- Lead working sessions with stakeholders from Treasury, Capital, FP&A and Ops teams, at a regional and global level
- Support requirements prioritization criteria and manage the prioritization process including getting sign offs from senior stakeholders
- Work with GFT to build out capabilities required to enable the reporting and analytics toolkit including required automated data feeds
- Coordinate user acceptance Testing and resolution of issues with GFT
- Drive the planning, training, post go-live issue resolution
- Support the overall Reporting and Analytics workstream vision and objectives
- Ensure design of capabilities to adhere to all Citi Risk and Control requirements
- Assess reporting tool performance is in line with the use case requirements
- Coordinate with other forecasting infrastructure transformation workstreams to ensure dependencies are highlighted and discussed / addressed appropriately
- Ensure rigorous oversight on the project timelines
- Work with FP&A and other Finance user teams to ensure close alignment on reporting tool meeting end user requirements
- Support process efficiencies to be derived from the deployment of these solutions

**Experience / Knowledge / Skills**:

- Finance professional with an engineering undergrad with at least 6-8 years of experience, preferably related to driving digital or business intelligence tool roll outs as a business stage holder or program team
- Good knowledge of key reporting and analytics capabilities using Tableau
- Strong understanding of data architecture and reporting platform architecture requirements and performance standards
- Knowledge of FP&A function, planning processes a plus
- Good program management skill set and structuring and managing global technology roll outs preferably business intelligence or analytical tools
- Prefer 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 is a plus
- 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 communications (written, verbal and interpersonal) skills, including tact, diplomacy, and ability to influence senior-level executives
- Integrity, maturity, dependability, a positive professional attitude
- Exce

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