Financial Planning Analyst Lead

2 weeks ago


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

The Financial Planning and Analysis Senior Analyst plays a crucial role in providing strategic financial guidance to Citi Ventures' leadership team. This position requires strong analytical skills, effective communication, and the ability to drive process improvements.

About Us

Citicorp Services India Private Limited is a global financial services company committed to delivering innovative solutions. Our mission is to accelerate growth through strategic investments, domain expertise, and access to our unique network.

Job Description

This role involves driving Quarterly Performance Reviews, Portfolio Management, and Executive Decision Support for Citi Ventures and its stakeholders. Key responsibilities include:

  • Developing presentation materials highlighting key investment information and metrics for leadership decision-making;
  • Providing regular portfolio highlights, partnering with investing teams, and tracking investment performance;
  • Evaluating potential new investments, focusing on financial and strategic fit;
  • Leading financial forecasting and strategic planning, preparing monthly/quarterly review packages with trend analysis; and monitoring project expenses and operating costs;
  • Reviewing current processes and forecast models to identify opportunities for automation;
  • Providing ad-hoc data and analytics to support leadership decision-making, including strategic initiatives;
  • Managing relationships with third-party vendors; and
  • Serving as a Subject Matter Expert on finance and innovation topics.
Requirements

To succeed in this role, you will need:

  • More than 5 years of relevant finance experience;
  • A passion for innovation topics;
  • Effective verbal and written communication skills;
  • Demonstrated analytical skills, including the ability to synthesize quantitative and qualitative data;
  • Proficient computer skills, particularly with Microsoft Office applications;
  • Demonstrated presentation skills;
  • A Bachelor's degree or equivalent experience.
Salary and Benefits

The estimated salary for this position is ₹800,000 - ₹1,200,000 per annum, depending on qualifications and experience. Citi offers a comprehensive benefits package, including health insurance, retirement plans, and career development opportunities.



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