Financial Planning and Analysis Specialist

1 day ago

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

Job Title: Financial Planning and Analysis Specialist

Job Summary:

Citicorp Services India Private Limited is seeking a highly skilled Financial Planning and Analysis Specialist to join its Wealth Financial Planning and Analysis team. The successful candidate will be responsible for providing management with an analysis and insight of Citi's financial results in coordination with the broader finance team.

Key Responsibilities:

  • Execute analysis of annual 3-year strategic/operating plans, CCAR PPNR forecasts, QMMF, and quarterly outlooks in partnership with finance and business organizations.
  • Analyse key products within Wealth, namely deposits, lending, cards, mortgages, investments, trust and custody.
  • Review key business financials – Citi Private Bank, Wealth at Work and CitiGold.
  • Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management.
  • Develop and deliver financial analysis supporting various business initiatives.
  • Build excellent relationship across finance, controllers, and business organizations.
  • Responsible to collect & review inputs received from various teams and challenge them if necessary/required.
  • Has the ability to operate with a limited level of direct supervision.
  • Acts as systems and processes subject matter expert (SME) to senior finance stakeholders and other team members.
  • Establish strong relationships and leverage them to seamlessly overcome challenges and meet business needs across finance and business organizations.
  • Prepare presentations and analysis for the team supporting the CFO/LFOs.
  • Drive FP&A transformation efforts as part of continuous process improvements.
  • Drive finance initiatives effectively.

Development Value:

  • Opportunity to join one of the leading financial institutions in the world which prides itself on people development and mobility.
  • The role also provides a great opportunity to build a career within the Finance Division and gain a holistic understanding of the various functions & businesses within Wealth business.
  • Interaction with people at varied levels and from different areas of the organization (finance, business, corporate, etc.).
  • Opportunity to work closely with the senior management.

Qualifications:

Knowledge/Experience:

  • 0-3 years of experience in accounting and/or finance, experience in financial services preferred.
  • Professional degree equivalent to CA/MBA/BMS would be preferable.
  • Understanding of FP&A processes and management reporting, experience in financial services preferred.
  • Experienced in Microsoft Office (excellent PowerPoint and Excel skills).

Skills:

  • Effective communication skills.
  • Strong analytical and problem-solving skills.
  • The candidate will need to be a self-starter with a focus on timely and accurate delivery.
  • Attention to detail is an essential part of the job.
  • Adaptability, multitasking and project management skills.
  • Demonstrate an ability to learn and desire to develop and improve by challenging status quo.
  • Ability to self-motivate and initiate change.
  • Interpersonal skills (ability to work with colleagues at all levels across multiple locations).

Competencies:

  • Ability to think strategically and 'connect the dots', yet be detail-oriented, and manage multiple competing priorities including emerging risks to deliver solutions in an effective control environment.
  • Ability to influence key partners and be persuasive while working with cross-functional groups.
  • Ability to communicate effectively with senior management.

Additional Notes:

Candidate should be willing to work afternoon shifts, 1 pm to 10 pm.

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