ICG Product Lead - Financial Planning & Analysis
Citigroup Inc
Costa Rica,
hace 4 días


The ICG FP&A Product Lead (Costa Rica) will be responsible to drive the forecasting and analysis of the results for total ICG from a product perspective for Plan / MYF and CCAR / MCST.

This person will analyze and concisely explain forecast results, interfacing with the business units to understand and enhance forecast.

He / she will also identify process improvement opportunities for the CCAR and Plan processes.

This person will be responsible for managing a team of professionals supporting the ICG product teams in LATAM and NAM.

Responsibilities :

  • Lead and manage the ICG product team. This will involve :
  • transition from the current structure to the new structure with centralization of common FP&A activities,
  • developing and implementing an effective support model for the FP&A Business Partners
  • aligning the interaction model for ICG activities in the Mumbai CSC
  • Leading the delivery of specialized ICG FP&A activities for Decision Support analytics
  • Business Support / Performance Measurement Pro-actively analyzing, investigating, escalating and explaining key movements and trends to Senior Management and FP&A Business Partners
  • Assessment of Market and Competitive Environment including competitive benchmarking, macroeconomic / environment assessment, market share analysis / wallet sizing, and trend analysis to build executive decision support information including periodic updates to CEO / CFO and FP&A leads.
  • Developing / Coordinating comprehensive management information for business, leveraging Insight and driving enhancements as required.
  • Supporting FPA Business Partners and Senior Management Co-ordination and preparation of presentation material and talking points for internal or external meetings including but not limited to Earnings, CEO and CFO reviews, Plan Reviews
  • Develop deep understanding of ICG products and utilize the knowledge to consolidate / simplify Executive Decision Support processes
  • Engagement : Proactively engage and interface across Business, Finance and other relevant functional areas to leverage information and processes to meet requirements whilst avoiding unnecessary duplication
  • Business Support
  • Developing / Coordinating comprehensive management information for business, leveraging Insight and driving enhancements as required.
  • Develop deep understanding of ICG Planning processes, leveraging system resources where possible. Utilize the knowledge to consolidate / simplify processes while maintain support as mentioned above.
  • Qualifications

    Education / Experience required :

  • 12+ years of relevant finance / business / accounting / statistical experience in financial services
  • Degree in Economics, Finance, Accounting, Engineering or related discipline
  • Experience in ICG related environments (IB, markets, Trading) desired
  • Strong working knowledge of Excel
  • Experience in managing large amounts of data from FP&A systems (Pearl, Ruby and PPNR Tool or equivalent), organizing and interpreting
  • Advanced knowledge of PowerPoint and ability to create outstanding presentations using the tool. Ability to translate complex financial schedules into meaningful presentations that will support decision making
  • Demonstrated analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision making
  • Understanding of financial and managerial accounting for bank products (accrual products, investment). Knowledge of corporate finance concepts
  • Strong analytical skills to conduct first level financial analysis.
  • Highly proficient excel skills to be able to work with large data sets and complex formulas.
  • Good communication skills to interface with the NY and global teams
  • Education Level

    Associate's Degree / College Diploma


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