Financial Planning

Introduction

This is an excellent opportunity for a results oriented individual to join the Global FP&A GPO / Transformation team based in Mumbai and drive transformation efforts for FP&A and Finance globally. The Mumbai center for Financial Planning & Analysis (FP&A) is a critical part of Citi’s FP&A function and covers all Citi businesses, regions and Functions. The GPO / Transformation team is responsible for driving large scale global transformation programs to enhance Citi’s planning and analysis capabilities enabling agile decision making by Citi leadership team. The Transformation programs cover business planning / forecasting process and forecasting model transformation, short term performance management processes, Digital Transformation, Future state Forecasting Infrastructure build / roll-out and Executive Scorecards. The Transformation team works closely with Citi CFO, Global FP&A head, Business CFOs and Finance Function heads and other senior FP&A leads to structure and drive these programs.

The current opening is in the FP&A Global Process Owner (GPO) team in Mumbai partnering with the Global GPO team. This role supports the transformation of the Financial Forecasting Infrastructure in support of the Agile Planning pillar, one of the CFO’s primary organizational objectives.

**Role description**:
Structure and run large scale global programs to build reporting and analytics capability for global forecasting processes (business and capital planning)
Define the vision and end state for reporting and analytics capability supporting all the use cases
Partner with GFT, finance digital team and other relevant teams to design the overall Solution including data and platform architecture
Structure and lead Requirements definition working sessions with stakeholders from Treasury, Capital, FP&A and Ops teams, at a regional and global level
Establish requirements prioritization criteria and manage the prioritization process including getting sign offs from senior stakeholders
For relevant use cases, partner with GFT to perform current state Tools assessment and complete tool selection for each use as required
Work with GFT to build out capabilities required to enable the reporting and analytics toolkit including required automated data feeds
Structure and coordinate user acceptance Testing and resolution of issues with GFT
Roll out planning, training, post go-live issue resolution
Manage structured process to drive Ongoing improvement to functionality
Linkage to overall Reporting and Analytics workstream vision and objectives
Ensure design of capabilities to adhere to all Citi Risk and Control requirements
Assess reporting tool performance is in line with the use case requirements
Coordinate with other forecasting infrastructure transformation workstreams to ensure dependencies are highlighted and discussed / addressed appropriately
Scope out the project work and lay down key milestones; rigorous oversight on the project timelines
Partner with FP&A and other Finance user teams to ensure close alignment on reporting tool meeting end user requirements
Look for process efficiencies to be derived from the deployment of these solutions

**Experience / Knowledge / Skills**:
MBA in Finance with an engineering undergrad with 12+ years of experience, preferably related to driving digital or business intelligence tool roll outs as a business stage holder or program team
Knowledge of FP&A function, planning processes a plus
Strong program management skill set and structuring and managing global technology roll outs preferably business intelligence or analytical tools
Prefer strong and in-depth knowledge and understanding of Citi Finance processes, systems and data structures
Knowledge of Citi FP&A, Treasury, Tax, Risk processes and their impact on Forward Looking processes
Ability to work with stakeholders at different levels (ranging from FP&A heads to middle management) and resolve contentious items expeditiously in a tactful manner
Experience in working with FP&A heads, Corporate teams and senior stakeholders globally
Expert knowledge of key reporting and analytics capabilities and tools like tableau, etc
Strong understanding of data architecture and reporting platform architecture requirements and performance standards
Strong communications (written, verbal and interpersonal) skills, including tact, diplomacy, and ability to influence senior-level executives
Integrity, maturity, dependability, a positive professional attitude
Excellent organizational and project management skills
Track record of success in delivering high-quality work in a fast-paced and dynamic environment
Ability to multi-task effectively and efficiently
Knowledge of Agile methodology and experience in managing large scale projects using Agile preferred

**Education**:
Bachelor’s degree in Mathematics, Information Systems, Economics, Computer Science, Engineering, Finance or a related quantitative discipline, CA/MBA
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