Financial Planning

6 months ago

Mumbai Maharashtra, India Citi Full time

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 contribute to provide deposit forecasting for Wealth deposits, drive standardization across forecasting, reporting and valuation methodologies for deposits and help influence deposit strategy for the business and EMT

**Responsibilities**:

- Support the analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, QMMF forecasts, quarterly outlooks in partnership with business FP&A, and LFO teams for Wealth deposits.
- Create deposit reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
- Drive standardization for forecasting, reporting and valuation methodologies for deposits
- Actively monitor deposit pricing (beta) trends
- Prepare analytics in support of LFO and EMT Reviews
- Execute analysis of deposit product profitability
- Can exercise independence of judgement and autonomy.
- Acts as SME for Wealth deposits.

**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

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