The Financial Planning and Analysis Senior Lead Analyst is a senior 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 contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi’s current and projected performance.

Responsibilities:

• Lead creation of Citi financial reports and liaise with finance teams to provide a summary of financial trends and insight to senior management
• Lead analysis of forecasts, strategic and operating plans, and create monthly outlooks in partnership with segment, business, and country financial planning and analysis teams
• Prepare analytics in support of CEO Reviews including business initiatives
• Lead analysis of Citigroup’s product profitability
• Develop relationships with key partners and senior management to influence behavior and decision making
• Prepare presentations and analysis for the team and in support of the CFO
• 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:

• 10+ years of relevant experience
• Experience within financial services
• Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
• Proficient Microsoft Office skills with an emphasis on Excel and PowerPoint
• Knowledge in additional systems including Oracle, Essbase, and SAP
• Consistently demonstrates clear and concise written and verbal communication

Education:

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

Description              

Job Purpose:

The Balance Sheet FP&A team is an integral part of the larger Global FP&A team. The Financial Planning and Analysis C14 SVP is a senior professional role responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader finance team. The role is within the Balance Sheet Investments/NIR Wealth FP&A team, and requires in-depth understanding of forward-looking processes (planning, outlook, CCAR/QMMF, etc.)  The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi’s current and projected performance.

Key Responsibilities

• Execute analysis of annual 3-year strategic/operating plans, CCAR PPNR forecasts, QMMF, and quarterly outlooks in partnership with finance and business organizations. 
• Role is key contact person for seniors in finance, business, larger balance sheet and Wealth EDS FP&A teams for all activities related to Investments products for Wealth business.
• Analyze key products within Wealth Investments, namely Capital Markets, Managed Investments, Insurance and Custody across Citi Private Bank, Wealth at Work and NAM and Intl Citigold segments.
• Responsible for consolidation of Total Investments products across Wealth business for senior management reviews.
• Manage NIR P&L and AUM balances for outlook, plan, CCAR / QMMF across segments, coordinate across LFO teams for overlays on model runs, forecast workshops, and overall product dynamics.
• Prepare MRM documentation across segments / products working with LFO teams for overlays and model governance.
• Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management.
• Develop and deliver financial analysis supporting various business initiatives.
• Work with LFO and model development team on model convergence efforts
• Build excellent relationship across finance, controllers, modelling team, Ruby team, and business organizations.
• Responsible to collect & review inputs received from various teams and challenge them if necessary/required.
• Establish strong relationships and leverage them to seamlessly overcome challenges and meet business needs across finance and business organizations.
• Drive FP&A transformation efforts as part of continuous process improvements
• Drive finance initiatives effectively 
• Work with multiple teams based out of NY, Mumbai and Costa Rica.

Additional Notes:

Job Location: Mumbai

Candidate should be willing to work afternoon shifts, 1 pm to 10 pm. 

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Job Family Group:

Finance

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Job Family:

Financial Planning & Analysis

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Time Type:

Full time

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Most Relevant Skills

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

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Other Relevant Skills

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

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