Financial Planning
4 weeks ago
The Financial Planning and Analysis Senior 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 in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the development of new techniques to improve processes and work-flow.
**Responsibilities**:
- Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes
- Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
- Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
- Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs)
- Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process
- Oversee the estimation of risk capital and incorporate results into management report metrics for decision processes
- Analyze key management review presentations for individual Regions and Products
- Execute time critical activities for client facing Financial Planning and Analysis teams
- Contribute to the development of review material for internal leadership and external regulator reviews
- 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**:
- 5-8 years of experience working with a variety of financial platforms
- Demonstrated presentation skills
- Consistently demonstrates clear and concise written and verbal communication skills
**Education**:
- Bachelor’s degree/University degree or equivalent experience
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
-
Financial planning and analysis manager
7 days ago
Mumbai, India SKS Enterpprises - Human Resource Planning And Management Full timePosition Name: Manager Business Finance - FP&A Location: Mumbai & Bangalore Experience Range : 5 - 8 yrs Mandatory Requirement: Business Finance FP&A Financial Modeling Financial Reporting MBA Finance Job Responsibilities: Sales Finance & Expense Management Partner with the Sales team to track, analyse, and manage expenses,...
-
Financial Planning and Analysis Manager
3 hours ago
Mumbai, India SKS Enterpprises - Human Resource Planning and Management Full timePosition Name: Manager Business Finance - FP&A Location: Mumbai & Bangalore Experience Range : 5 - 8 yrs Mandatory Requirement: Business Finance FP&A Financial Modeling Financial Reporting MBA Finance Job Responsibilities: Sales Finance & Expense Management Partner with the Sales team to track, analyse, and manage expenses, ensuring alignment with budget...
-
Financial Planning and Analysis Manager
1 week ago
Mumbai, India SKS Enterpprises - Human Resource Planning and Management Full timePosition Name: Manager Business Finance - FP&A Location: Mumbai & Bangalore Experience Range: 5 - 8 yrs Mandatory Requirement: 1. Business Finance 2. FP&A 3. Financial Modeling 4. Financial Reporting 5. MBA Finance Job Responsibilities: 1. Sales Finance & Expense Management 2. Partner with the Sales team to track, analyse, and manage expenses, ensuring...
-
Financial Planning and Analysis Manager
1 week ago
Mumbai, India SKS Enterpprises - Human Resource Planning and Management Full timePosition Name:Manager Business Finance - FP&ALocation:Mumbai & BangaloreExperience Range : 5 - 8 yrsMandatory Requirement:Business FinanceFP&AFinancial ModelingFinancial ReportingMBA FinanceJob Responsibilities:Sales Finance & Expense ManagementPartner with the Sales team to track, analyse, and manage expenses, ensuring alignment with budget and financial...
-
Financial Planning and Analysis Manager
20 hours ago
Mumbai, Maharashtra, India SKS Enterpprises - Human Resource Planning and Management Full timePosition Name: Manager Business Finance - FP&ALocation: Mumbai & BangaloreExperience Range: 5 - 8 yrsMandatory Requirement:1. Business Finance2. FP&A3. Financial Modeling4. Financial Reporting5. MBA FinanceJob Responsibilities:1. Sales Finance & Expense Management2. Partner with the Sales team to track, analyse, and manage expenses, ensuring alignment with...
-
Financial Planning and Analysis Manager
1 week ago
Mumbai, India SKS Enterpprises - Human Resource Planning and Management Full timePosition Name: Manager Business Finance - FP&ALocation: Mumbai & BangaloreExperience Range: 5 - 8 yrsMandatory Requirement:Business FinanceFP&AFinancial ModelingFinancial ReportingMBA Finance Job Responsibilities:Sales Finance & Expense ManagementPartner with the Sales team to track, analyse, and manage expenses, ensuring alignment with budget and financial...
-
Financial Planning and Analysis Manager
1 week ago
Mumbai, India SKS Enterpprises - Human Resource Planning and Management Full timePosition Name: Manager Business Finance - FP&ALocation: Mumbai & BangaloreExperience Range: 5 - 8 yrsMandatory Requirement:Business FinanceFP&AFinancial ModelingFinancial ReportingMBA Finance Job Responsibilities:Sales Finance & Expense ManagementPartner with the Sales team to track, analyse, and manage expenses, ensuring alignment with budget and financial...
-
Financial Planning and Analysis Manager
1 week ago
Mumbai, India SKS Enterpprises - Human Resource Planning and Management Full timePosition Name: Manager Business Finance - FP&A Location: Mumbai & Bangalore Experience Range : 5 - 8 yrs Mandatory Requirement: Business Finance FP&A Financial Modeling Financial Reporting MBA Finance Job Responsibilities: Sales Finance & Expense Management Partner with the Sales team to track, analyse, and manage expenses, ensuring alignment with...
-
Financial Planning and Analysis Manager
15 hours ago
Mumbai, India SKS Enterpprises - Human Resource Planning and Management Full timePosition Name: Manager Business Finance - FP&ALocation: Mumbai & BangaloreExperience Range: 5 - 8 yrsMandatory Requirement:Business FinanceFP&AFinancial ModelingFinancial ReportingMBA FinanceJob Responsibilities:Sales Finance & Expense ManagementPartner with the Sales team to track, analyse, and manage expenses, ensuring alignment with budget and financial...
-
Financial Planning and Analysis Manager
3 hours ago
mumbai, India SKS Enterpprises - Human Resource Planning and Management Full timePosition Name: Manager Business Finance - FP&ALocation: Mumbai & BangaloreExperience Range: 5 - 8 yrsMandatory Requirement:Business FinanceFP&AFinancial ModelingFinancial ReportingMBA FinanceJob Responsibilities:Sales Finance & Expense ManagementPartner with the Sales team to track, analyse, and manage expenses, ensuring alignment with budget and financial...
-
Financial Planning
4 days ago
Mumbai, Maharashtra, India Citigroup Full timeThe Financial Planning and Analysis Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citixe2x80x99s financial results in coordination with the broader Finance team The overall objective is to utilize specialty knowledge to create reports analyses that gauge Citixe2x80x99s alignment with...
-
Mumbai, India PersonalFN - Mutual Fund Research & Financial Planning Full timeJob Title: Research Analyst and Financial Content Writer Company: Quantum Information Services Pvt. Ltd. (QISPL) Location: Mumbai No. of Positions: 1About the Role: We are seeking a dynamic Research Analyst and Financial Content Writer to join our team at Quantum Information Services Pvt. Ltd. (QISPL). The ideal candidate will have a strong research...
-
Mumbai, India PersonalFN - Mutual Fund Research & Financial Planning Full timeJob Title: Research Analyst and Financial Content WriterCompany: Quantum Information Services Pvt. Ltd. (QISPL)Location: MumbaiNo. of Positions: 1About the Role:We are seeking a dynamic Research Analyst and Financial Content Writer to join our team at Quantum Information Services Pvt. Ltd. (QISPL). The ideal candidate will have a strong research...
-
Mumbai, India PersonalFN - Mutual Fund Research & Financial Planning Full timeJob Title: Research Analyst and Financial Content WriterCompany: Quantum Information Services Pvt. Ltd. (QISPL)Location: MumbaiNo. of Positions: 1About the Role:We are seeking a dynamic Research Analyst and Financial Content Writer to join our team at Quantum Information Services Pvt. Ltd. (QISPL). The ideal candidate will have a strong research background...
-
Mumbai, India PersonalFN - Mutual Fund Research & Financial Planning Full timeJob Title: Research Analyst and Financial Content Writer Company: Quantum Information Services Pvt. Ltd. (QISPL) Location: Mumbai No. of Positions: 1 About the Role: We are seeking a dynamic Research Analyst and Financial Content Writer to join our team at Quantum Information Services Pvt. Ltd. (QISPL). The ideal candidate will have a strong research...
-
Mumbai, India PersonalFN - Mutual Fund Research & Financial Planning Full timeJob Title: Research Analyst and Financial Content Writer Company: Quantum Information Services Pvt. Ltd. (QISPL) Location: Mumbai No. of Positions: 1 About the Role: We are seeking a dynamic Research Analyst and Financial Content Writer to join our team at Quantum Information Services Pvt. Ltd. (QISPL). The ideal candidate will have a strong research...
-
Mumbai, India PersonalFN - Mutual Fund Research & Financial Planning Full timeJob Title: Research Analyst and Financial Content Writer Company: Quantum Information Services Pvt. Ltd. (QISPL) Location: Mumbai No. of Positions: 1 About the Role: We are seeking a dynamic Research Analyst and Financial Content Writer to join our team at Quantum Information Services Pvt. Ltd. (QISPL). The ideal candidate will have a...
-
Mumbai, India PersonalFN - Mutual Fund Research & Financial Planning Full timeJob Title: Research Analyst and Financial Content Writer Company: Quantum Information Services Pvt. Ltd. (QISPL) Location: Mumbai No. of Positions: 1 About the Role: We are seeking a dynamic Research Analyst and Financial Content Writer to join our team at Quantum Information Services Pvt. Ltd. (QISPL). The ideal candidate will have a strong research...
-
Financial Advisor
3 weeks ago
Mumbai, India Surabhi Financial Services Full timeA member of our talent acquisition team will review your submission and it your experience and skills aligns, we will reach out to you and schedule a call to have a conversation. **Financial Advisor** Job Location - Mumbai Western Suburb : Kandivali (E) **What are we looking for / Job Description** We are looking for Financial Advisors to join our team....
-
Financial and investment planning
7 days ago
Mumbai, India CAGRfunds Full timeCompany Description CAGRfunds is a platform that simplifies investing and financial planning to help individuals achieve their goals. Our solutions provide hassle-free and customized investment options tailored to each individual's financial objectives. We offer easy-to-understand reports to help track investments and manage money efficiently. Our team...
