Fp&a- Forecast Execution Target State Design

1 month ago

Mumbai, India Citi Full time

**FP&A Process Execution Target State Design (C12)**

**Overview of Citi Planning Transformation Initiative**

As part of Citi’s Finance Transformation effort, the Planning 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 Planning 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 senior results oriented individual to join the Global FP&A GPO / Planning Transformation team based in Mumbai and drive transformation efforts for FP&A and Finance globally. The GPO / 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.

**Job summary**:
Citi is looking for a senior leader with well-rounded knowledge and experience in Business & Financial Planning, Re-engineering programs, Process improvement frameworks to drive transformation of Citi’s forecasting processes towards the end state vision. Planning Process Design and Simplification role will be part of the Planning Initiative within the Transformation team.

The current opening is a part of an overall team based out of Mumbai and the individual will assist in developing a robust and integrated quarterly forecasting process along with the enterprise-wide stress tests, and for identifying opportunities for improvements. This role will require partnership with Finance Senior Leaders across Citi to drive end-to-end process transformation of the forward looking forecasting processes, with a focus on established objectives of process quality, efficiency and simplification while addressing needs of all the key internal consumers of the forecasts.

This role will work on initiatives that will provide a unique opportunity to gain a broad understanding of many key facets of Citi’s integrated planning process and stress continuum. Additionally, the individual will need to coordinate further assimilation and understanding of their output with the other project workstreams.

**Key Responsibilities**:

- Lead a small sized team in Mumbai to drive Citigroup’s forecasting process transformation including global re-engineering initiative, identification and development of controls and governance and execution of Citigroup’s forecasting processes
- Overall program management of the multiple high visibility global process transformation efforts including strong governance / tracking of program execution partnering with key stakeholders
- Establish re-engineering program focused on structuring target state global forecasting processes and create capability by hiring specialized resources in Mumbai
- Structure and conduct re-engineering workshops with senior stakeholders across Finance to agree on interim and end state process structure to achieve Agile Planning transformation program objectives and related regulatory remediation efforts
- Partner with other Agile Planning workstreams (Data, Infrastructure/Tech, Models, Reporting & Analytics, UI/Workflow, etc.) to align efforts and program milestones required to achieve process transformation objectives
- Build out process maps to identify bottlenecks and interdependencies and establish explicit performance metrics for tracking finance planning processes
- Leverage process design workshops to identify key control points required to ensure process integrity and quality of outcomes
- Design process controls in partnership with the sub-process owners and drive automation of controls for all planning processes
- Determine and define required controls in line with relevant Citi Risk and control policies
- Coordinate with GFT a

  • Mumbai Fp&a Business Execution

    1 month ago

    Mumbai, Maharashtra, India Citi Full time

    **Mumbai FP&A Business Execution - Reporting and Data Transformation** **Overview of Citi FP&A Target State Architecture and Transformation initiative** Planning Transformation organization is a critical part of Citi’s overall Transformation project and provides support for Financial planning and analytics (FP&A) processes across the firm.. The programs...

  • Mumbai Fp&a Business Execution

    1 month ago

    Mumbai, Maharashtra, India Citi Full time

    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...

  • Mumbai Planning Transformation Forecasting Process

    1 month ago

    Mumbai, India Citi Full time

    **Overview of Citi Planning Transformation Initiative** As part of Citi’s Finance Transformation effort, the Planning 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...

  • Digital Marketing Executive

    4 days ago

    Lower Parel, Mumbai, Maharashtra, India network FP Full time

    **Job Title**: Executive - Digital Marketing **Company Name**: Network FP Knowledge Solutions Pvt. Ltd. **Location**: Lower Parel, Mumbai **Mode of Working**: (Office ) **Qualification**: Graduation + Certification in Digital Marketing **Experience **: 1+ years of relevant experience **Company Overview**: Network FP is India's leading knowledge &...

  • Financial Planning and Analysis

    4 weeks 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...

  • FP&A Lead

    7 days ago

    Mumbai, India Branch International Full time

    Branch OverviewBranch delivers world-class financial services to the mobile generation. With offices in the United States, Nigeria, Kenya, and India, Branch is a for-profit socially conscious company that uses the power of data science to reduce the cost of delivering financial services in emerging markets. We believe that everyone, everywhere deserves fair...

  • Assistant Manager- FP

    2 days ago

    Mumbai, India Publicis Groupe Full time

    Job Description Job Title: Financial Planning & Analysis Designation: (Assistant Manager – Country FP&A) Qualification: CA / CMA / MBA Finance Experience: 2 to 3 years post qualification. (Preferably in Media & Advertising, Consulting, IT) Key Responsibilities (covering a multitude of roles): The FP&A team member will report into the...

  • Fp&a - Model Governance - C11

    1 month ago

    Mumbai, India Citi Full time

    **PBWM FP&A - Model Governance - C11** **Description** **Job Purpose**: An excellent opportunity for individuals seeking a career within Citigroup and more specifically within the Finance Division. It is for Transformational role within Citi’s Personal Banking and Wealth Management (PBWM) division, which is to support model governance and model...

  • Financial Planning Analyst

    1 week ago

    Mumbai, India Eshcol Global Services Private Limited Full time

    Overview: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...

  • Fp&a - Reporting and Data Transformation - C10

    1 month ago

    Mumbai, India Citi Full time

    **FP&A Mumbai Data Transformation role (C10)** **Overview** Citi is a leading global bank. It does business across the world, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth...

  • Freelance - Fp&a / Business Modeling

    1 month ago

    Mumbai, Maharashtra, India SuperCFO Full time

    **Job Information**: Industry **Financial Services*** Work Experience **5-8 years*** City **Mumbai*** State/Province **Maharashtra*** Country **India*** Zip/Postal Code **400080*** The Company - Background SuperCFO offers a range of expert, high end financial services in the areas of preparing for a fund raise, developing business plans,...

  • Assistant Manager- FP

    2 days ago

    mumbai, India Publicis Groupe Full time

    Job DescriptionJob Title: Financial Planning & Analysis Designation: (Assistant Manager – Country FP&A) Qualification: CA / CMA / MBA Finance Experience: 2 to 3 years post qualification. (Preferably in Media & Advertising, Consulting, IT)   Key Responsibilities (covering a multitude of roles): The FP&A team member will report into the FP&A lead and...

  • Assistant Manager- FP

    2 days ago

    Mumbai, India Publicis Groupe Full time

    Job DescriptionJob Title: Financial Planning & Analysis Designation: (Assistant Manager – Country FP&A)Qualification: CA / CMA / MBA FinanceExperience: 2 to 3 years post qualification.(Preferably in Media & Advertising, Consulting, IT) Key Responsibilities (covering a multitude of roles):The FP&A team member will report into the FP&A lead and will be...

  • FP&A Analyst

    4 days ago

    Mumbai, India Eviden Full time

    Location -Mumbai-Andheri East (SEEPZ) Candidates from Western Line PreferredEducation - Qualified Chartered Accountant ONLYExp - 1-3 years in FP&AFlexi to work from officeNotice Period-Immediate Joiners & Lesser notice period Candidates preferredRoles & Responsibilities:Candidate should be preferably from IT industry with very good understanding on IT...

  • FP&A Analyst

    2 days ago

    Mumbai, India Eviden Full time

    Location -Mumbai-Andheri East (SEEPZ) Candidates from Western Line PreferredEducation - Qualified Chartered Accountant ONLYExp - 1-3 years in FP&AFlexi to work from officeNotice Period-Immediate Joiners & Lesser notice period Candidates preferredRoles & Responsibilities:Candidate should be preferably from IT industry with very good understanding on IT...

  • Head FP&A

    1 month ago

    mumbai, India Michael Page Full time

    Leading Organization in Alco-Bev segment Strong global presence with manufacturing sites across different locations About Our Client - Leading Organization in Alco-Bev segment having presence across 25+ countries globally Job Description 1. Responsible for monthly forecasting of P&L, analysis of trends, driving investment...

  • Executive - Fp&a

    4 weeks ago

    Mumbai, India ZECRUITERS JOBCONNECT PVT LTD Full time

    Description: Budgeting FP&A **Skills**:Budgeting MIS EXCEL **Salary**: ₹25,039.61 - ₹50,249.45 per month Schedule: - Day shift Ability to commute/relocate: - Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required) Application Question(s): - Any experience in Mis & Excel? **Experience**: - Budgeting: 3...

  • Graphic Designer

    5 days ago

    Chembur, Mumbai, Maharashtra, India Forecast Advertising Pvt Ltd Full time

    **SR. VISUALISER** A great design stirs something inside you and makes you Pause. Look. Relook. And Stare in Awe. At FORECAST, we are hunting for ‘that’ one artist who boasts of envious skills and contemporary designing streaks. Sums you up? **Role and Responsibilities** - Cracking compelling design concepts that take the brand to a whole new level -...

  • Digital Marketing Intern/executive

    4 days ago

    Chembur, Mumbai, Maharashtra, India Forecast Advertising Pvt Ltd Full time

    **Digital Marketing Intern/ Executive** For handling **E-mail marketing via Apollo and SEO** for business and brand building on LinkedIn and, later on, UI/UX designing marketing. **Role and Responsibilities** - Data mining, and database development using different tools. - Building connections on social networking sites for lead generation. **Skills** -...

  • Financial Planning

    1 week ago

    Mumbai, India Citi Full time

    The Financial Planning and Analysis Lead Analyst is a senior professional role 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 contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel...