Financial Planning

1 week ago


Mumbai Maharashtra, India Citi Full time

**Responsibilities**:

- Develop and coordinate the annual planning and periodic forecasting processes and review results against plans monthly including annual budget planning and monthly estimate process for Deposit and NII for for Sec services Business for UK, Europe and MEA
- Managing the Beta approval and re-validation process for USD and LCY for CCAR/QMMF Ruby related activities for Securities Services for UK, Europe and MEA Cluster
- Perform deposit related analysis e.g. identify key NII drivers and attributions (mix, volume, rate impact, betas)
- Develop and prepare month-end actuals deposit reporting and analysis for Securities services Citi Gold deposit
- Develop key analysis for business FP&A and Finance teams; assist with modelling redevelopment and convergence initiatives
- Develop and coordinate the annual planning and periodic forecasting processes and review results against plans monthly including annual budget planning and monthly estimate process
- Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
- Conduct various ad hoc analyses and strategically address issues that are complementary to the regular Planning and Analysis process
- Assist in the development of review with material for internal senior leadership internal 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**:

- 4-6 years of experience in accounting and/or finance
- Experience in financial services preferred
- Knowledge of financial, analytical, and reporting tools
- Demonstrated analytical 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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