Financial Planning

Description
Citi is a 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.

Citi's Institutional Clients Group is comprised of diverse, talented professionals globally, collectively representing an unparalleled international network of financial skills and capabilities serving targeted clients. Its clients are top corporations, financial institutions and governments in countries around the world and its mission is to help them achieve their goals. It do so by providing strategic, financing and operational insights and executing tailored product/service solutions, both across our borders and domestically. ICG responds to clients' changing needs through its long-established relationship coverage approach that provides client solutions utilizing all of Citi's relevant capabilities, including the broadest possible access to financial markets globally. No other institution can match our combination of global insights, client relationship management services, geographic reach and local and cross-border product expertise.

This role is within the ICG FP&A Risk & Control and Strategy & Execution team which looks at all the aspects of risk and control, governance, compliance management, continuity of business, transitions management, information security and internal audit.

**Key responsibilities include**:
Operational Risk and Controls

Ownership of end to end core deliverables for ICG FP&A including but not limited to End User Computing, Finance Models Identification, Models Risk Management, Outsourcing Governance etc.
Develop action plans for policy implementation and ensure compliance with policies and frameworks
Execute R&C responsibilities by leading and working with various stakeholders in ensuring delivery of E2E components of policies and frameworks
Partner with Local / Global seniors and support them with deliverables
Inventory management & review of compliance control activities such as reports/review materials/activities review for enhanced controls (e.g. maker/checker), standard operating procedures completeness assessment, etc
Drive self-identification of risk issues

In-Business Control & Review

End User Computing

Annual Inventory review
Metrics and Reporting
Adherence to EUC controls standards
Alignment to MRM policy for financial models
Adhere to process/governance requirements relating to rationalization of High/Medium Risk EUCs

Finance Models Identification

Coordinate and maintain repository of all models pertaining to Mumbai FP&A
Drive implementation of MRM policy requirements for models assigned to Mumbai ICG FP&A
Alignment to EUC Policy

Outsourcing Governance

Work with the FP&A Risk & Control team to Monitor and execute Outsourcing policy requirements in line with India CSC Rules of The Road
Ensure the team has adherence to Cross Border Data Clearance requirements

Training

Provide ongoing Risk & Control trainings & support to the team leads & employees, develop and share policy related information materials

**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 requirements around Compliance, Information Security etc
Interaction with people at varied levels and from different areas of the organization
Opportunity to work closely with the Senior Management

**Strategy & Execution**:
Contribute to the ideation and help articulate the overall strategy to both senior level management and the broader organization
To coordinate with & support all the processes to ensure key projects / initiatives & imperatives are executed
Proactive Issue Resolution & Stakeholder Management
Involved in creating high impact presentations for the senior management team

**Headcount Tracking, Forecast & Management**: Work on the headcount reporting, analysis & forecasting. Run periodic HR reports (summary & name by name) perform an analysis on active headcount, headcount movement, beginning & ending headcount based on the new approvals etc. hires, attrition, diversity etc. Perform tracking of headcount movement in case of a migration, new business / investment, productivity etc.
Support management team meetings, minute discussions & a diligent follow up mechanism to track timely execution. To manage all the meetings in entirety (Agenda, Preparing meeting decks, Minutes

**Qualifications**:
**Knowledge / Experience**:
Excellent academic background with a minimum of a Masters in a Business Management
Approx. 4-6 years of experience in a control / risk management or strategy & execution team in a financial services/consulting