Financial Planning
7 months ago
**FP&A Forecast Execution Process Design and Improvements (C11)**
**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 / Forecast Execution team based in Mumbai and drive transformation efforts for FP&A and Finance globally. The Process Design and Improvements 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**:
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**:
- Part of a 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
- Design and co-ordinate forecasting processes i.e. QMMF, CCAR, Outlook, Op Plan for Expenses, Pensions and Ops Risk.
- Collaborate with multiple FP&A teams, Risk workstreams and Tech teams to define timeline and process. Ensure Calendar and process are effectively communicated to relevant teams
- Highlight complex issues in Expense design and execution to management on timely manner and ensured timely resolution
- Identify opportunities to simplify and automate process to derive effort reduction and cycle time saves
- 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
- Work in a cross functional collaborative team environment with an intense focus on impactful tangible outcomes
- Partner with Digital Transformation teams to incorporate and integrate digital tools into the forecasting pr
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