Job Purpose :
Be part of the Financial Planning and Analysis (FP&A) team at the Costa Rica Analytical Center with a role that gives you the opportunity to provide insight and analytics to Citi’s CEO, CFO and senior management with key information needed to make strategic, operational, and tactical decisions.
Learn and build a career in the banking business while improving your quantitative and analytical skills by tackling challenges in a dynamic environment.
If you are a person that has a desire to learn, have intellectual curiosity and good knowledge in accounting, economics, banking and finance, this position will give you a valuable opportunity to be continuously learning about the business, the industry and its macroeconomic environment.
Also, you will be developing the ability to identify and evaluate key elements of multiple dimensions and perspectives impacting performance.
In time, you will improve your understanding of the interrelatedness of all these aspects to provide a high-end quantitative / qualitative analysis.
Become part of our team and take advantage of a position that will create a significant mobility and career development opportunity within the Citi Finance organization.
Key Responsibilities :
Develop effective and efficient operating model with international FP&A teams to smoothly migrate activities into the site
Develop analytical support working with local FP&A teams and their business partners
Understand in-depth how work is coordinated across areas and how it impacts the overall organization and bank strategies
Influence decisions through advice, counsel and / or facilitating services to others in area of specialization
Integrate subject matter and industry expertise within a defined area
Lead financial conversation directly with businesses & finance senior management
Work on Ad-hoc request based on the business necessity. Specific activities include :
o Analysis of key management review decks for Regions & Products
o Participation in time critical activities for FP&A teams
o Conducting monthly and quarterly reporting. However, focus of the team will be addressing ad hoc strategic issues that are complementary to regular Planning and Analysis processes
o Development of materials for review with Business
o Participation in forward looking activities including annual budgeting and monthly estimate process
Apply in-depth disciplinary knowledge to contribute to the development of new techniques, models and the improvement of processes and work-
flow for the area while providing value added perspectives or advice.
Lead, sponsor and support reengineering projects to improve productivity, improve controls and quality of key activities.
Drive standardization of activities including the identification of productivity and efficiency
Ensure there is a strong culture of high integrity, ethics and meritocracy
Involved in coaching and training of new team members
Work and performance of multiple teams in the area are directly affected by the performance of the individual
Supporting FP&A GPOs in driving the finance transformation objectives, including but not limited to driving adoption of new tools and processes
Leading the FP&A teams under the umbrella of GPO Business Support
Establish partnership with Mumbai in the development of data asset to drive informed decision making
Full leadership and supervisory responsibility of a group of employees. Specific activities include :
o Create an environment oriented to trust, open communication, creative thinking, and cohesive team effort
o Provide the team with a vision of the project objectives
o Motivate and inspire team members
o Lead by setting a good example (role model) behavior consistent with words
o Coach and help develop team members; help resolve dysfunctional behavior
o Responsible of enforcing systems, policies, and procedures in the team
o Set goals for performance and deadlines in ways that comply with Citi’s plans and vision and communicate them to the team
ICG O&T CR Manager Key Responsibilities
Lead the Global, Regional and Mexico ICG O&T FP&A teams.
Build a strong relationship with Global, Regional and Countries Products FP&As in order to :
o Align and deliver Ad-hoc requests from different stakeholders.
o Improve interactions and processes among Local, Regional and Global ICG O&T FP&A teams.
o Coordinate forecasts estimation cycles and provide the best estimations based on multiples inputs and insights.
Build a strong relationship with the Regional Chief of Staff, providing accurate analysis and insights that support business decision.
Build a strong relationship with the Regional Controllers, providing and receiving inputs for the Closing and highlighting any Actuals correction for the following Month.
Review and present Plan / Outlook / Closing / CEO / CFO Decks to senior managers and Global teams.
Manage plan / outlook calendar, coordinating all deliverables with all ICG O&T teams.
Track Plan / Outlook progress, deliverables, anticipate issues, and escalate concerns to the Regionals ICG O&T Leaders.
Knowledge / Experience / Skills
Degree in Finance, Economics, Accounting, Industrial Engineer or a related field with at least 12-17 years of experience with more than 4 years of Planning and Analysis experience
Post graduate degree in Accounting, Finance or related field is desired
Understanding of Banking & Finance products and markets
Strong financial analysis foundation creating forecasts and models
Keen interest in business and economic environment
Bilingual : English and Spanish. Articulate with excellent verbal and written communication skills. Portuguese is a plus
Medium - Advanced MS Excel and PowerPoint skills
Applies project management skills
Be attention to detail oriented and proactive
Ability to lead and develop a team of talented individuals
Ability to manage in a complex / dynamic environment and guide staff or work as a leader through change management initiatives
Ability to question status quo, and identify opportunities to reengineer / streamline processes. Ability to identify and drive change by thinking out of the box
Outstanding communication, interpersonal, influence, diplomacy & presentation skills
Outstanding analytical, strategic and problem solving skills and have autonomy to resolve complex situations
Ability to partner with senior stakeholders across businesses and geographies
Self-motivated with the ability to make decisions in the absence of detailed instructions
A proven track record of collaborating and building relationships and influencing across the organization
Strong and demonstrated execution skills
An ability to understand and synthesize strategic direction and translate into the delivery of successful results
Desire for continuous learning and creates environments where employees are provided development opportunities
Ability to manage multiple deliverables, excellent time management and prioritization skills and being able to delegate work
Yes, 25 % of the Time