Financial Planning and Analysis - C12

The Financial Planning and Analysis Senior 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 in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the development of new techniques to improve processes and work-flow.

Responsibilities:

• Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes for Operating Expenses
• Provide support and insights on Corporate Expenses for Executive Management reports
• Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans
• Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and quarterly estimate outlook process
• Analyze key management review presentations for Corporate Expenses
• Contribute to the development of review material for internal leadership and external regulator reviews
• Provide centralized support, governance and oversight of Non-Interest Expense Converged Forecasting Models
• Provide centralized support on Model Adjustment/Overlay documentation for Non-Interest Expenses globally
• 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:

• 5-8 years of experience working with a variety of financial platforms
• Experience of working with financial data with interest in business and economic environment  
• Strong understanding of Operating Expenses in banking industry is a plus
• Proficient with Microsoft Office applications
• Proficiency in data transformation and visualization tools (e.g. Tableau, Python, Power Query) as well as usage of AI tools for business is a plus.
• Demonstrated presentation skills
• Consistently demonstrates clear and concise written and verbal communication skills
• Strong analytical and problem solving skills with attention to detail is an essential part of the job
• Ability to work in teams, cross-collaborating in projects and common key deliverables
• Experience working with agile methodologies and project management is a plus

Education:

• Bachelor’s degree/University degree or equivalent experience