Financial Planning Specialist

4 weeks ago

Mumbai, Maharashtra, India 12542 Citicorp Services India Private Limited Full time
Job Summary

This role is part of the Forecast Execution team established by Global FP&A head and Capital Planning head to provide oversight over execution of CCAR/DFAST, Quarterly Multi-Year Multi-Scenario Forecasting (QMMF) and Operating Plan.

Key Responsibilities
  • Provide support to the delivery of full range of services to one or more businesses/geographic regions and interact with peers internally/externally
  • Coordinate and drive CCAR & QMMF production, development of review and analytics materials
  • Escalate and anticipate critical issues, bottlenecks for timely resolution. Drive to meet CCAR & QMMF deadlines as per the official calendar
  • Work with Ruby (Citi Internal System) and modeling team to implement models online as much as possible. Reduce the use of EUC and manual model runs
  • Coordinate technology BOW to facilitate efficiency in process and reduction of offline models
  • Work on projects to ensure forecasting data granularity is at the right granularity
  • Execute Review and Challenge of PPNR key assumptions and analysis of key sensitivities in preparation for submission to senior management and the Board
  • Coordinate FP&A activities for CCAR & QMMF, including liaising with global Finance business units, Risk and Treasury; the ability to build partnerships is very important
  • Develop analytics and analytical tools to help drive understanding of key results by the businesses and senior management, as well as to support the review and challenge execution
  • Develop presentations and analysis of review and challenge activities/results to PPNR Senior Governance Group
  • Support resolution of Fed questions/variance analysis, develop and review Fed materials
  • Support external and internal audits of the PPNR process and results
  • Change agent mentality and ability to work as part of a broader team are very important; identifying gaps and streamlining processes are primary elements of the role
  • Execute rigorous Review and Challenge of all CCAR & QMMF activities, workstream adjustments, final model results and qualitative modeling approaches/expert judgment; review and challenge of overlays is a key focus given recent regulatory feedback
Qualifications
  • Minimum of 7+ years of relevant finance/business/accounting/MIS experience in financial services
  • Degree in Economics, Finance, Accounting or related discipline Financial statement/product knowledge.
  • Ability to translate complex financial schedules into meaningful analysis and presentations
  • Demonstrated analytical skills, including the ability to synthesize quantitative and qualitative data to draw conclusions and assist with decision making
  • Quick learner, ready to dive in to details, gain good business knowledge of all Citi businesses, and become a PPNR expert/ go-to leader
  • Strong interpersonal skills, with a balance of assertiveness and discretion to be a credible and sought after resource
  • Flexibility to be effective and persuasive with all levels of management
  • Ability to build key cross-functional and cross-business relationships
  • Change agent mentality to drive for process enhancements and simplification; demonstrated ability to lead projects
  • Good working knowledge of RUBY system is a plus

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