Financial Planning and Analysis Senior Analyst

1 month ago


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

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 utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the development of new techniques to improve processes and work-flow.

Key Responsibilities
  • Drive Quarterly Performance Review / Quarterly Impairment Review for Citi Ventures and Citi Impact Fund: develop presentation materials highlighting key investment information/metrics to support leadership decision making
  • Provide regular highlights of portfolios, partnering with Investing teams and key stakeholders to track investment performance, and memorialize key updates
  • Assist in the evaluation of potential new investments, with a focus on financial and strategic fit.
  • Lead in managing Citi Ventures' financial forecasting and strategic planning; prepare monthly/quarterly review package with trends and variance analysis; monitor project expenses and operating costs
  • Review of current processes and forecast models to identify opportunities for automation.
  • Provide ad hoc data and analytics to support Citi Ventures/Citi Impact Fund leadership decision making, including strategic initiatives (reorganization, divestitures, etc.)
  • Manage relationships with third party vendors in support of Citi Ventures/Citi Impact Fund
  • Acts as Subject Matter Expert on finance and innovation topics, to senior stakeholders and/or other team members.
Qualifications
  • > 5 years of relevant finance experience
  • Passionate about innovation topics
  • Effective verbal and written communication skills
  • Demonstrated analytical skills, including the ability to synthesize quantitative and qualitative data to draw conclusions and assist with decision making
  • Proficient computer skills with a focus on Microsoft Office applications
  • Demonstrated presentation 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.



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