The Financial Planning and Analysis Intermediate 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 apply analytical thinking, knowledge of data analysis and methodologies to create and analyze reports that gauge Citi’s alignment with forecasted performance.
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
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.
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
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Develop effective and efficient operating model with onshore FP&A teams to smoothly migrate activities into the site
Develop analytical support working with local FP&A teams and their business partners
Apply analytical thinking and knowledge of data analysis tools / methodologies when interpreting information and results
Integrate subject matter and industry expertise within a defined area
Understand how the work impacts the overall organization and bank strategies to make judgments and recommendations based on the analysis of factual information
Work on Ad-hoc request based on the business necessity. Specific activities include : Analysis of key management review decks for Regions & ProductsParticipation in time critical activities for FP&A teamsConducting monthly and quarterly reporting.
However, focus of the team will be addressing ad hoc strategic issues that are complementary to regular Planning and Analysis processesDevelopment of materials for review with BusinessParticipation in forward looking activities including annual budgeting and monthly estimate process
Break down information in a systematic and communicable manner
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
Drive standardization of activities including the identification of productivity and efficiency
Support reengineering projects to improve productivity, improve controls and quality of key activities
Ensure there is a strong culture of high integrity, ethics and meritocracy
Provides informal guidance or on-the-job-training to team members
Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Grade : All Job Level - All Job FunctionsAll Job Level - All Job Functions - CR
Time Type : Full time
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Minority / Female / Veteran / Individuals with Disabilities / Sexual Orientation / Gender Identity.
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