Financial Planning

5 days ago

Mumbai Maharashtra, India Citi Full time

The Financial Planning and Analysis Intermediate 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 contribute to provide deposit forecasting for Asia LCY deposits, drive standardization across forecasting, reporting and valuation methodologies for deposits and help influence deposit strategy for the business and EMT. The role will cover Asia deposits FP&A activities and will work Asia time zone as majority of stakeholders locate in Asia.

**Responsibilities**:

- Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, QMMF forecasts, quarterly outlooks in partnership with business FP&A, and LFO teams
- Create deposit reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
- Drive standardization for forecasting, reporting and valuation methodologies for deposits
- Actively monitor deposit pricing (beta) trends
- Help influence directional strategy and provide guidance on significant business/product decisions
- Prepare analytics in support of LFO and EMT Reviews
- Execute analysis of deposit product profitability
- Has the ability to operate with a limited level of direct supervision.
- Can exercise independence of judgement and autonomy.

**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.

Qualifications:

- Bachelor's degree in Finance, Accounting or other related fields
- 2-5 years relevant experience
- Strong quantitative and presentation skills, with attention to detail and good knowledge of Microsoft Excel and Powerpoint, and ability to work with large volumes of data leveraging spreadsheets and models
- Effective verbal and written communication skills
- Take ownership and execute on deliverables
- Team player with an ability to work well with others in a fast-paced, high energy environment**Job Family Group**:
Finance
- **Job Family**:
Financial Planning & Analysis
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting

  • Financial Planning Assistant

    2 weeks ago

    Mumbai, Maharashtra, India Manek Financial Advisors Pvt Ltd Full time

    The Financial Planning Associate will play a crucial role in supporting our team of experienced financial planners in developing and implementing effective financial strategies for our clients. This position offers an excellent opportunity for a detail-oriented professional with a strong passion for financial planning and client...

  • Financial Planning and Analysis Manager

    3 days ago

    Mumbai, India InCred Financial Services Full time

    Job Description Job Title: Assistant Manager/Manager -Business Finance Location: Mumbai Job Description: - Core Business Finance including tracking monthly entity and business level profitability, building annual operating plan and scenario modelling, detailed data deep dive to bring out business insights - Develop, consolidate, and present insightful...

  • Financial Planning and Analysis Manager

    2 weeks ago

    Mumbai Metropolitan Region, India InCred Financial Services Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job Title: Assistant Manager/Manager -Business FinanceLocation: MumbaiJob Description:Core Business Finance including tracking monthly entity and business level profitability, building annual operating plan and scenario modelling, detailed data deep dive to bring out business insightsDevelop, consolidate, and present insightful and robust qualitative and...

  • Financial Planning

    2 weeks ago

    Maharashtra, India Aditya Birla Capital Full time

    Aditya Birla Health Insurance Financial Planning Location: ABHI One India Bulls, Maharashtra Job Purpose - To assist and plan the formulation & achievement of Long-term Operating Plan for the entire organization for consolidation, finalization of key assumptions, initiatives and sensitivities. Collaborate with the other work stream owners on various...

  • Financial Planning and Analysis Manager High Salary

    2 weeks ago

    Mumbai, Maharashtra, India InCred Financial Services Full time

    Job DescriptionJob Title: Assistant Manager/Manager -Business FinanceLocation: MumbaiJob Description:- Core Business Finance including tracking monthly entity and business level profitability, building annual operating plan and scenario modelling, detailed data deep dive to bring out business insights- Develop, consolidate, and present insightful and robust...

  • Financial Planning

    2 weeks ago

    Mumbai, Maharashtra, India Reliance Retail Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company Overview7-Eleven, a global convenience store brand, has entered the Indian market in partnership with Reliance Retail. Known for its high-quality convenience products, 7-Eleven enhances local offerings with its international standards. Job OverviewWe are seeking a dedicated Financial Planning and Analysis professional for a mid-level position located...

  • Financial Planning

    7 days ago

    Mumbai, Maharashtra, India Citigroup Full time

    This role supports the development and implementation of strategic business initiatives to deliver financial performance They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm s overall finance objectives Responsibilities Partnering with senior management to deliver on financial...

  • Financial Planning

    2 weeks ago

    Mumbai, Maharashtra, India Citigroup 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...

  • 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...

  • Cfo-financial Planning

    5 days ago

    Andheri, Mumbai, Maharashtra, India Ananta resource Management Full time

    **Designation - CFO** **Experience : 3 - 5 yrs** **Salary : Upto 9 LPA** **Roles & Responsibilities** - Manage the company’s financial planning - Plan and perform risk management duties - Analyze and manage the organization’s liabilities and investments - Plan, implement and manage investment strategies - Manage fundraising plans and capital...