Financial Planning

1 day ago

Mumbai Maharashtra, India Citi Full time

The Financial Planning and Analysis 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 utilize specialty knowledge to create reports/analyses that gauge Citi’s alignment with forecasted performance.

**Responsibilities**:

- Monitor and drive forward looking processes -strategic/operating plans, monthly outlooks, stress testing (CCAR & DFAST), sensitivity analysis for Markets Balance Sheet and Net Interest Income
- Responsible for developing/enhancing Balance Sheet and Net Interest Income models for Global Markets by coordinating with business heads, Capital Team, Treasury, Lead officers, Product Control, Risk
- Manage and deliver balance sheet and Net Interest Income analytics on a weekly/monthly basis for senior reviews with Finance, Business and Treasury.
- Prepare analysis for Earnings Review for balance sheet and Net Interest Income
- Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes
- Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
- Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans
- Analyze key management review presentations and contribute to the development of review material for internal leadership and external regulator reviews
- 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**:

- 2-6 years of experience in Financial Planning and Analysis (FP&A)
- Demonstrated knowledge of financial, analytical, and reporting tools
- Demonstrated analytical skills
- Consistently demonstrates clear and concise written and verbal communication skills

**Education**:

- Bachelor’s degree/University degree or equivalent experience

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-
- View Citi’s _EEO Policy Statement_ and the _Know Your Rights_ poster._

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