Financial Planning

2 weeks ago

Mumbai Maharashtra, India Citi Full time

The Financial Planning and Analysis Lead Analyst is a senior professional role 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 contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi’s current and projected performance.

**Responsibilities**:

- Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
- Advise on directional strategy and provide guidance on significant business/product decisions
- Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.
- Prepare analytics in support of CEO Reviews, including business initiatives
- Execute analysis of product profitability and provide guidance on significant business and product decisions
- Develop and maintain relationships with key partners and senior management to influence behavior and decision making
- Prepare presentations and analysis for the team supporting the CFO
- Has the ability to operate with a limited level of direct supervision.
- Can exercise independence of judgement and autonomy.
- Acts as SME to senior stakeholders and /or other team members.

**Qualifications**:

- 6-10 years of relevant experience
- Effective verbal and written communication skills
- Demonstrated presentation skills
- Consistently demonstrates clear and concise written and verbal communication skills

**Education**:

- Bachelor’s degree/University degree or equivalent experience
- Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.**Job Family Group**:
Finance
- **Job Family**:
Financial Planning & Analysis
- **Time Type**:
Full time
- **Most Relevant Skills**

Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.
- **Other Relevant Skills**

For complementary skills, please see above and/or contact the recruiter.-
- View Citi’s _EEO Policy Statement_ and the _Know Your Rights_ poster._

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