Financial Planning
4 weeks ago
**_Excited to grow your career?_**
We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply
Our people make all the difference in our success.
- **Citi Global FP&A** is a high-caliber team working in close partnership with the CFO and other members of executive management to analyze and present financial results and develop strategies to address high-priority initiatives. Corporate FP&A has the unique position of seeing a holistic and strategic view of the firm and the industry, both internally as well as externally through collaboration in earnings and investor communications.
**Forecast Execution team** has been 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) Operating Plan and Outlook. The team is also responsible to ensure delivery of all PPNR workstream deliverables including forecast analysis, governance and controls requirements. The Forecast Execution team will also 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 of in Forecast Execution and Governance Team.**
This Role is responsible for PPNR Process and calendar management during QMMF, CCAR and Operating Plan processes along with review of Governance related to Outlook, Operating plan and QMMF. This role will also work closely with the PPNR workstream teams in New York and FP&A stakeholders in New York, Mumbai and other locations to drive ongoing issue resolution during these forecasting processes. This role will also partner with Global FP&A Risk and Control to manage Issues related to PPNR workstream, Outlook and Operating Plan and for coordination during internal and regulator audits. This role will also help ensure adherence to firm-wide policy and regulatory requirements (MCA, records management) for the PPNR workstream and Forecast Execution team. Additionally this role will partner with the other Forecast Execution teams to support calendar and process management for Operating Plan across the entire process and will be responsible to develop appropriate communications to all workstreams for Operating Plan and outlook. This role requires significant interactions with FP&A and Capital Planning teams, Global FP&A Risk and Controls team, and Finance and Risk forecasting workstreams. Person will also work closely with the other Forecast Execution teams - Process Management and Oversight & Governance team and Process design team - to ensure effective design and smooth execution.
**Role Outline / Job Profile**:
- Drive the production and execution of PPNR forecasting calendar during QMMF, CCAR
- Drive the production and execution of Operating plan program level forecasting calendar
- Ensure adherence to the governance and controls of all multi year forward looking processes by PPNR workstream
- Execution of outlook, Operating Plan and QMMF PPNR governances, including review of documents and control on applicable tools
- Drive reviews of Outlook / Operating plans governance requirements as per policies/ procedures
- Drive resolution of issues related to PPNR workstream and coordinate PPNR workstream readiness during internal and regulator audits
- Ensure adherence of PPNR workstream to firm-wide policy and regulatory requirements (MCA, records management, etc.)
- Partner with the other Forecast Execution teams to support calendar and process management for Operating Plan across the entire process
- Responsible to develop appropriate and timely communications including calendar and detailed instructions to all workstreams for Operating Plan and, where relevant, outlook
- Lead process improvement discussion with all stakeholders and partner with Technology / Operations to ensure system readiness in line with agreed on calendar and guidelines
- Partner with FP&A teams (incl. Mumbai Tools and Process workgroup) to identify and resolve issues related to forecasting processes and tools
- Appropriately assess risks, demonstrating consideration for the firm's reputation and safeguarding Citigroup, by driving compliance with applicable laws, rules, and regulations
- Exposure to R&C aspects and ability to view the process from a macro level and drill deeper within process maps to analyze control gaps
**Experience / Knowledge / Skills**:
- Chartered Accountant or MBA - Finance with at least 8 years of FP&A experience
- Consistently demonstrates strong leadership to handle complex problems and solutions impacting multiple businesses and functions
- Tenacity, with the flexibility and ability to work under changing circumstances
- Highly motivated with strong attention to detail and excellent organizational skills
- Demonstrated ability to
-
Financial Planning Assistant
1 month ago
Mumbai, Maharashtra, India Manek Financial Advisors Pvt Ltd Full timeThe 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...
-
Financial Planning and Analysis
1 week ago
Mumbai, India Piramal Capital & Housing Finance Limited Full timeChartered Accountant with 5-10 years of post-qualification experience• Candidates with Retail Finance background • Strong focus on controls and processes and high attention to detail• The ability to work closely with external stakeholders• Strong written and verbal communication skills for engaging with business partnersand ensuring processes are...
-
Financial Planning and Analysis
1 day ago
Mumbai, India Piramal Capital & Housing Finance Limited Full timeChartered Accountant with 5-10 years of post-qualification experienceCandidates with Retail Finance backgroundStrong focus on controls and processes and high attention to detailThe ability to work closely with external stakeholdersStrong written and verbal communication skills for engaging with business partners and ensuring processes are being...
-
Financial Planning and Analysis
1 month ago
Mumbai, India Mangalam Placement Full time**Company**: Vendiman Private Limited **Location** Mumbai **Experience** 6-8 Years **Key Skills** ratio analysis, Variance Analysis, budgeting, Balance Sheet **Position: Financial Planning and Analysis** **Qualification: MBA,PGDM** **Experience: 5 to 9 years** **Location: Mumbai** **Job description** Financial planning &...
-
Financial Planner
2 months ago
Vashi, Navi Mumbai, Maharashtra, India Finoviser Financial Services Full time**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...
-
Financial Planning and Analysis
2 weeks ago
mumbai, India Capita Full timeJob Responsibilities:Partnering with Sales and Operational leads in the Business. This will involve significant daily interaction with colleagues to provide accurate forecasting as well as understanding the key financial implications of the actions of the business.accurate forecasts of costs and benefits.assurance and associated query resolution.the...
-
Lead - Financial Planning and Analysis
1 month ago
mumbai, India Mahindra Logistics Full timePosition : Manager Financial Planning and analysisPosition Overview: The Financial Analysis and Planning Manager will play a critical role in driving the financial performance and strategic decision-making of the organization. This position requires a deep understanding of financial analysis techniques, proficiency in financial modeling, and the ability to...
-
Financial Planning and Analysis
2 weeks ago
mumbai, India Capita Full timeJob Responsibilities: Partnering with Sales and Operational leads in the Business. This will involve significant daily interaction with colleagues to provide accurate forecasting as well as understanding the key financial implications of the actions of the business. accurate forecasts of costs and benefits. assurance and associated query resolution. the...
-
Financial Planning and Analysis
2 weeks ago
Mumbai, India Capita Full timeJob Responsibilities:Partnering with Sales and Operational leads in the Business. This will involve significant daily interaction with colleagues to provide accurate forecasting as well as understanding the key financial implications of the actions of the business.accurate forecasts of costs and benefits.assurance and associated query resolution.the...
-
Financial Planning and Analysis
3 weeks ago
Mumbai, India Capita Full timeJob Responsibilities:Partnering with Sales and Operational leads in the Business. This will involve significant daily interaction with colleagues to provide accurate forecasting as well as understanding the key financial implications of the actions of the business.accurate forecasts of costs and benefits.assurance and associated query resolution.the...
-
Financial Planning and Analysis
2 hours ago
Mumbai, India Capita Full timeJob Responsibilities:Partnering with Sales and Operational leads in the Business. This will involve significant daily interaction with colleagues to provide accurate forecasting as well as understanding the key financial implications of the actions of the business.accurate forecasts of costs and benefits.assurance and associated query resolution.the...
-
Financial Planning Analyst
2 weeks ago
Mumbai, India Eshcol Global Services Private Limited Full timeOverview:We seek a highly analytical and detail-oriented Financial Planning Analyst (FP&A) for our client. The FP&A Analyst will play a critical role in financial planning, analysis, and forecasting activities, providing valuable insights to support strategic decision-making. The ideal candidate will have strong quantitative skills, a solid understanding of...
-
Financial Planning and Analysis
2 weeks ago
Mumbai, India Capita Full timeJob Responsibilities:Partnering with Sales and Operational leads in the Business. This will involve significant daily interaction with colleagues to provide accurate forecasting as well as understanding the key financial implications of the actions of the business.accurate forecasts of costs and benefits.assurance and associated query resolution.the...
-
Financial Planning and Accounting
1 month ago
Andheri, Mumbai, Maharashtra, India RARR Technologies Full time**Job Details - Financial Planning and accounting**: **Job ID**: - ZISPL Job No 42**Job Title**: - Financial Planning and accounting**Job Type**: - Permanent**Job Location**: - Andheri, Mumbai, Jogeshwari**Total Experience**: - 3 - 5 Years**Skills**: - Accounting And Budgeting, Financial Planning Analysis, Fpna**Posted - **13/04/2023 **Job...
-
Financial Planning Advisor
1 month ago
Ghatkopar, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full timeGreetings We have an excellent opportunity for a Financial Advisor profile for a well-known company Location - Ghatkopar Experience - 0 - 2 Years Bachelor's degree in Finance or related field Responsibilities - Provide financial investment support to clients - Identify prospective clients and engage them to change their financial lives - Support...
-
Financial Planning
4 days ago
Mumbai, India Citi Full timeThe Financial Planning and Analysis 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 utilize specialty knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...
-
Financial Planning
6 days ago
Mumbai, India Citi Full timeThe Financial Planning and Analysis 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 utilize specialty knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...
-
Financial Planning
2 days ago
Mumbai, India Citi Full timeThe Financial Planning and Analysis 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 utilize specialty knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...
-
Financial Planning and Analysis
1 month ago
Mumbai, India TATA Projects Full timeEnsure Preparation of Financial MIS & upload in Power BI as per set timelines - Project Profitability statement - Balance Sheet Analysis including liquidation plan of Trade receivables, Payables - Project/ SBU/ Corporate cash flow monitoring & Reporting - Board & ACM presentation preparation, coordination and finalisation - Annual Budget Preparation - Review...
-
Financial Planning and Analysis
7 days ago
Mumbai, India Citi Full time**Responsibilities**: - Analyze of Citi’s/Citi’s competitors’ financial performance - Develop and coordinate the annual planning and periodic forecasting processes and review results against plans monthly including annual budget planning and monthly estimate process - Generate flash results/highlights for Board of Directors’ reports and Executive...
