Financial Planning

**Mumbai FP&A Business Execution - Data, Ruby & Reporting Transformation (C11)**

**_ (Business Analyst, Solution Architect, Project Management)_**

**Overview of Citi FP&A Target State Architecture Initiative**

As part of Citi’s Finance Transformation effort, the FP&A Target State Architecture Initiative is responsible for implementing a well-defined, integrated, agile, controlled, and governed end-to-end forecasting approach that drives effective decision making, informs effective management of the firm’s resources, supports our firm wide culture and strategic priorities, and is fully integrated with strategic risk appetite, risk processes, and capital planning. The Initiative will focus on building Core Forecasting processes to enable central decision making and advancing the existing forecasting capabilities through automation, improved governance, and enhanced controls. The activities are focused on all scenarios across the stress continuum, ranging from business-as-usual business planning to stress environments, including CCAR/DFAST, Recovery and Resolution. The Planning Initiative comprises seven key projects: (i) Process Design and Simplification, (ii) Models, (iii) Governance, (iv) Data, (v) Calculation Controls, (vi) Technology and (vii) Organization and Resourcing.

This is an excellent opportunity for a results-oriented individual to join the FP&A Data, Ruby & Reporting Transformation team based in Mumbai and drive transformation efforts for FP&A and Finance globally. The 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 models transformation, short term performance management processes, Digital and Data Transformation and Future state Forecasting Infrastructure build / roll-out. The Transformation team works closely with Citi CFO, Global FP&A heads, Business CFOs, Planning Transformation head and Finance Function heads to structure and drive these programs.

**Role description**:

- Support digital transformation programs for automation of global forecasting processes (business and capital planning).
- Drive the vision and end state for the FP&A Target State Architecture.
- Collaborate with Technology, FP&A, and other relevant teams to design the overall technology solution including the data and platform architecture.
- Critically evaluate the technology design and provide inputs to ensure the solution is scalable, flexible, and future proof.
- Lead working sessions with stakeholders from Treasury, Capital, FP&A and Ops teams, at a regional and global level.
- Support requirements prioritization, solution design and architecture and manage the technology implementation including getting sign offs from senior stakeholders.
- Work with GFT to build out automated data feeds from various data sources.
- Coordinate user acceptance Testing and resolution of issues with GFT
- Drive the planning, training, post go-live issue resolution.
- Ensure design of capabilities to adhere to all Citi Risk and Control requirements.
- Ensure the system performance is in line with the use-case requirements.
- Coordinate across forecasting infrastructure transformation workstreams to ensure dependencies are highlighted and discussed / addressed appropriately.
- Ensure rigorous oversight on the project timeline.
- Work with FP&A and other Finance user teams to ensure that the technology capabilities meet end user requirements.
- Support process efficiencies to be derived from the deployment of digital solutions.

**Experience / Knowledge / Skills**:

- Techno-Functional professional with an engineering undergrad with at least 3 - 5 years of experience related to driving digital transformation, technology automation and/or business intelligence tool roll outs as a business stakeholder or part of the program team preferably in Banking/Financial Services with global exposure.
- Strong understanding of data and reporting platform architecture requirements and performance standards.
- Strong Knowledge of databases, ETL, data analytics, visualization, and business Intelligence tools to handle large amount of data.
- Experience on Data governance tools like Collibra, Ab-initio, etc. and data visualization tools like Tableau will be a plus.
- Good program management skill set and structuring and managing global technology roll outs preferably.
- 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.
- Strong communications (written, verbal and interpersonal) skills, including tact, diplomacy, and ability to influence senior-level executives.
- Skilled in creating storyboards for prese