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Financial Planning & Analysis- C11

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Citi

3mo ago

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Data
    Banking & Finance
  • Mumbai

AI generated summary

  • You need 2-5 years in finance/accounting, preferably in financial services, strong analytical skills, proficiency in Excel and PowerPoint, and a bachelor’s degree or equivalent experience.
  • You will analyze financial performance, coordinate planning and forecasting, prepare reports for leadership, conduct ad hoc analyses, and assess risks in business decisions.

Requirements

  • 2-5 years of experience in accounting and/or finance
  • Experience in financial services preferred
  • Knowledge of financial, analytical, and reporting tools
  • Proficient with Microsoft Office applications, Excel and PowerPoints skills preferred
  • Demonstrated analytical skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Bachelor’s degree/University degree or equivalent experience

Responsibilities

  • Analyze of Citi’s/Citi’s competitors’ financial performance
  • Develop and coordinate the annual planning and periodic forecasting processes and review results against plans monthly including annual budget planning and monthly estimate process
  • Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
  • Conduct various ad hoc analyses and strategically address issues that are complementary to the regular Planning and Analysis processes
  • Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
  • Aid with using metrics to evaluate proposed business decisions
  • Execute time critical activities for client facing Financial Planning and Analysis teams
  • Assist in the development of review with material for internal senior leadership internal 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.
  • 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.

FAQs

What is the primary role of the Financial Planning & Analysis Intermediate Analyst?

The primary role is to provide management with analysis and insight into Citi's financial results, coordinating with the broader Finance team to assess alignment with forecasted performance.

What kind of experience is required for this position?

A candidate should have 2-5 years of experience in accounting and/or finance, with a preference for experience in financial services.

What qualifications are necessary for applicants?

Applicants need a Bachelor’s degree or equivalent experience, along with knowledge of financial, analytical, and reporting tools.

What tools or applications should potential candidates be proficient in?

Candidates should be proficient in Microsoft Office applications, particularly Excel and PowerPoint.

Will the candidate have the opportunity to work independently?

Yes, the candidate should have the ability to operate with a limited level of direct supervision and can exercise independence of judgment and autonomy.

Is participation in regular reporting processes part of the job responsibilities?

Yes, the candidate will participate in generating flash results for Board of Directors' reports, Executive Management reports, and other periodic forecasting processes.

What type of communication skills are expected for this role?

Candidates should consistently demonstrate clear and concise written and verbal communication skills.

Are there opportunities for ad hoc analysis in this role?

Yes, the role includes conducting various ad hoc analyses to strategically address issues that complement regular Planning and Analysis processes.

Is this position full time?

Yes, this job is a full-time position.

Does Citi have an equal opportunity employment policy?

Yes, Citi is an equal opportunity and affirmative action employer, providing consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Finance
Industry
10,001+
Employees
1998
Founded Year

Mission & Purpose

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. Citi's operation is to provide financial services that enable growth and economic progress. Core activities are safeguarding assets, lending money, making payments and accessing the capital markets.

Benefits

  • Live Well, Stay Healthy

    Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.

  • Paid parental leave

    We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.

  • Save well, for now and your future

    We empower our employees to manage their financial well-being and help them plan for the future.

  • Keep learning

    Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

  • Be well, take time off

    We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

  • Support Your Community

    We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.