The Financial Planning and Analysis Expense Analyst for the Latam Regional Office 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.
The role has a major focus on expenses for the region but since it is part of the regional office it offers a window to explore and provided support in broader topics related to the franchise performance in Latam Region
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.
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