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Senior Financial Strategist

2 weeks ago

Mumbai, Maharashtra, India Citigroup Full time
Job Description

The Senior Financial Strategist is a senior professional role responsible for providing management with in-depth financial analysis and insight. The overall objective is to contribute to directional strategy and provide advice on the evaluation of financial reports.

  • Lead and guide team to manage Wealth Deposits FP A team from Mumbai for PB and Citigold
  • Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
  • Execute 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 Business
Key Responsibilities

The Senior Financial Strategist will be responsible for creating deposit reports and meeting with finance team to clearly summarize financial trends and provide insight to senior management for Deposits, NII, Beta etc. They will also drive standardization for forecasting, reporting, and valuation methodologies for deposits and actively monitor deposit pricing, beta trends.

  • Drive standardization for forecasting, reporting, and valuation methodologies for deposits
  • Actively monitor deposit pricing, beta trends
  • Help influence directional strategy and provide guidance on significant business product decisions
Qualifications

The ideal candidate will have 6-10 years of relevant experience and be proficient in computer skills with a focus on Microsoft Office applications. They will also have effective verbal and written communication skills and demonstrated presentation skills.

  • 6-10 years of relevant experience
  • Proficient computer skills with a focus on Microsoft Office applications
  • Effective verbal and written communication skills