Overview
Financial Planning & Analysis Analyst
The Financial Planning and Analysis Analyst is an intermediate-level position responsible for providing management with analysis and insights into Citi’s financial results, in coordination with the broader Finance team. The primary objective is to leverage specialized knowledge to create reports and analyses that evaluate Citi’s alignment with forecasted performance.
Responsibilities:
- Contribute to the estimation of risk capital and integrate results into management reports and decision processes.
- Assist with the analysis of Citi’s and its competitors’ financial performance.
- Support annual planning and periodic forecasting processes, reviewing results against plans monthly; participate in the annual budget and monthly estimate process.
- Utilize metrics to aid in the evaluation of proposed business decisions.
- Analyze key management review presentations for individual Regions and Products.
- Participate in time-critical activities for client-facing Financial Planning and Analysis Teams.
- Appropriately assess risk when making business decisions, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets. This involves driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and transparently escalating, managing, and reporting control issues.
Qualifications:
- Experience in accounting and/or finance.
- Demonstrated knowledge of financial, analytical, and reporting tools.
- Proficient with Microsoft Office applications, with strong Excel and PowerPoint skills preferred.
- Proven analytical skills.
- Consistently demonstrates clear and concise written and verbal communication skills.
Education:
- Master’s degree/University degree or equivalent experience.
This job description offers a high-level overview of the work performed. Other job-related duties may be assigned as needed.
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Key Skills
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Education Requirements
- Master’s degree
- University degree
Eligible Batch Years
Citi
Citi, officially known as Citigroup Inc., is a leading global financial services corporation headquartered in New York City. Founded in 1812 as the City Bank of New York, Citi has grown into one of the world's largest and most diversified banking institutions, serving millions of customers across more than 160 countries. The company offers a broad range of financial products and services, including consumer banking, corporate and investment banking, securities brokerage, transaction services, and wealth management.
Citi's mission is to enable progress by providing responsible financial solutions that meet the needs of individuals, businesses, and governments worldwide. With over 200,000 employees, Citi maintains a strong market position as a trusted and innovative player in the global financial sector. Recent initiatives include advancing digital banking capabilities, expanding sustainable finance commitments, and supporting economic recovery efforts in various regions. Citi continues to be recognized for its leadership in global banking, its commitment to diversity and inclusion, and its role in shaping the future of finance.
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Websiteciti.com
