Financial Planning

**PBWM Financial Planning and Analysis - US Personal Bank - Business Analytics** **Description** **Job Purpose**: An excellent opportunity for individuals seeking a career within Citigroup and more specifically within the Finance Division. The purpose of the role will be to support the Mumbai Financial Planning and Analysis (FP&A) Team with the performance of key activities (as described below). **Job Background/Context**: Citi is the leading global financial services company. It does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management. **Key Responsibilities** - A **techno functional role with ability to understand business, finance and support the upkeep of finance systems** and its reporting capabilities - Working on **Multi-year Strategic/Operating Plans, CCAR PPNR forecasts and monthly outlooks** and getting them into corporate and business finance system or tools - ** Ensuring updated systems numbers **for business and finance organization use and supports resolving any systemic issues in conjunction with technology and Business/finance team. - Able to** understand existing process, reengineer and implement automated solutions for better efficiencies**: - ** Able to transform **business and financial requirements into system with the help of technology teams - Create financial reports and meet with finance team to clearly summarize financial trends and **provide insight to senior management**: - Develop and deliver **financial analyses supporting various business initiatives**: - ** Involve Data Management and closely working with tech teams on business requirement**: - **Build excellent relationships** across Technology, Finance and Business teams. - Role will have direct interaction with **Technology and Finance Leadership**: - Has the ability to operate with a **limited level of direct supervision.**: - **Acts as System’s SME to** senior finance stakeholders and /or other team members. - Drive **FP&A transformation efforts** as part of continuous process improvements - Drive **Center level Initiatives effectively** **Development Value**: - Opportunity to join one the leading financial Institutions in the world which prides itself on people development and mobility - The role also provides a great opportunity to build a career within the Finance Division and gain a holistic understanding of the Operations & Technology functions within Personal Banking and Wealth Management business. - Interaction with people at varied levels and from different areas of the organization (finance, business, Corporate etc). - Opportunity to work closely with the Senior Management **Qualifications** **Knowledge/Experience**: - 4-6 year of experience in Finance - Professional degree equivalent to CA/MBA/Bachelors with engineering or systems knowledge would be preferable - System savvy: Knowledge with financial systems Oracle, Hyperion, Essbase a plus. - Experience of working with financial data and knowledge of financial reporting tools - Understanding of FP&A processes and management reporting - Experienced in Microsoft Office (excellent PowerPoint and Excel skills), **Skills**: - Effective communication skills - Strong analytical and problem-solving skills - Attention to detail is an essential part of the job - Adaptability, multitasking and project management skills - Demonstrate an ability to learn and desire to develop and improve by challenging status quo - Ability to self-motivate and initiate change - Interpersonal skills (ability to work with colleagues at all levels across multiple locations) **Competencies**: - Ability to collaborate with and lead others to help define and support the execution of the PBWM systems from Finance perspective - Ability to think strategically and ‘connect the dots’, yet be detail-oriented, and manage multiple competing priorities including emerging risks to deliver solutions in an effective control environment - Ability to influence key partners and be persuasive while working with cross-functional groups - Ability to communicate effectively with senior management **Additional Notes**: Should be willing to work afternoon shifts, 1 pm to 10 pm. - **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