Fp&a - Planning Transformation Reporting &

2 weeks ago

Mumbai, India Citi Full time

**Mumbai Planning Transformation Reporting & Analytics (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 Planning 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**:

- Structure and run large scale global programs to build reporting and analytics capability for global forecasting processes (business and capital planning)
- Define the vision and end state for reporting and analytics capability supporting all the use cases
- Develop proof-of-concepts, prototypes and baseline solution for Visual Analytics use-cases using tools such as Tableau, KNIME, Python
- Partner with GFT, finance digital team and other relevant teams to design the overall Solution including data and platform architecture
- Structure and lead Requirements definition working sessions with stakeholders from Treasury, Capital, FP&A and Ops teams, at a regional and global level
- Establish requirements prioritization criteria and manage the prioritization process including getting sign offs from senior stakeholders
- For relevant use cases, partner with GFT to perform current state Tools assessment and complete tool selection for each use as required
- Work with GFT to build out capabilities required to enable the reporting and analytics toolkit including required automated data feeds
- Structure and coordinate user acceptance Testing and resolution of issues with GFT
- Roll out planning, training, post go-live issue resolution
- Manage structured process to drive Ongoing improvement to functionality
- Linkage to 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
- Scope out the project work and lay down key milestones; rigorous oversight on the project timelines
- Partner with FP&A and other Finance user teams to ensure close alignment on reporting tool meeting end user requirements
- Look for process efficiencies to be derived from the deployment of these solutions

**Experience / Knowledge / Skills**:

- Finance professional with an engineering undergrad with at least 8-10 years of experience, preferably related to driving digital or business intelligence tool roll outs as a business stake holder or program team
- Hands-on knowledge of BI and Visualization tools such as Tableau, KNIME, Python to solve business use-cases
- Knowledge of FP&A function, planning processes a plus
- Strong program management skill set and structuring and managing global technology roll outs preferably business intelligence or analytical tools
- Prefer strong and 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
- Ability to work with stakeholders at different levels (ranging from FP&A heads to middle management) and resolve contenti

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