FP & A Lead Analyst - C13 - MUMBAI

This position is within Citi's Treasury FP&A team, responsible for the financial plans and forecasts for Treasury's balance sheet and revenues, working in close partnership with Citi Treasury Investments group responsible for managing securities portfolios, interest rate risk management, long-term debt issuances, legal entity funding, and transfer pricing, as well as broader Treasury and Finance partners.  Treasury FP&A team supports Treasury CFO, Citi Treasurer and Treasury CIO by providing detailed analysis and insight of Treasurys financial results, and helps contribute to directional strategy, as well as counsel on the evaluation of financial reports of Treasury's current and projected performance. In addition, the group interacts extensively with the broader Finance organization as well as technology and infrastructure partners on multiple efforts to further operationalize end enhance forecasting processes

The role's will require a detailed understanding of Treasury activities and will contribute to and help support the various forecast process transformation and risk and control activities such as:

Responsibilities:

• Support transformation of Treasury's forecasting processes in Ruby and other platforms through project coordination and management of key stakeholders, collection of key information and requirements, compilation of required documentation, tracking status updates and ensuring consistent progress on milestones
• Assist in required UAT testing of new implementations
• Support the execution and analysis of the annual 3-year Operating Plan, CCAR, Quarterly Multi-Year Multi-Scenario Forecast, and monthly outlooks through appropriate controls (e.g. adjustments governance)
• Manage Forecast Portfolio setups in Ruby, in coordination with the broader team and in alignment with business partners
• Monitoring of data integrity in the forecasting and reporting systems (Ruby, FRM, Pearl)
• Contribute to maintenance and documentation of models used to forecast Treasury's balance sheet and revenues across various economic and interest rate scenarios
• Develop and maintain relationships with key business partners
• 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.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications and Skills:

• 6-10 years of relevant experience
• Prior Treasury experience desired
• Knowledge of RUBY and forecasting processes / logic highly desired
• Experience with forecasting models
• Technical mind-set, attention to detail
• Proactive approach to issue management
• Risk & Control mindset
• Project management experience
• Experience with Tableau, Appian, Python, VBA is a plus
• Effective verbal and written communication skills
• Demonstrated presentation skills
• Proficient computer skills with a focus on Microsoft Office applications.

Education:

• Bachelor's degree/University degree or equivalent experience
• Master's degree preferred

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

Most Relevant Skills

Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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