FAQs
What is the primary objective of the AVP - Financial Planning & Analysis role?
The primary objective is to provide management with an analysis and insight into Citi’s financial results while utilizing in-depth disciplinary knowledge to generate and analyze reports and improve processes and work-flow.
What kind of experience is required for this position?
Candidates should have 5-8 years of experience working with a variety of financial platforms.
What qualifications are needed for the AVP - Financial Planning & Analysis position?
A Bachelor’s degree or equivalent experience is required.
Is proficiency in Microsoft Office important for this role?
Yes, proficiency in Microsoft Office applications is required.
What skills are emphasized for successful candidates?
Candidates should demonstrate strong presentation skills, along with clear and concise written and verbal communication skills.
Are there opportunities for professional autonomy in this role?
Yes, the role allows for operating with a limited level of direct supervision and exercising independence of judgment and autonomy.
What activities will the candidate be involved in on a quarterly basis?
The candidate will contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports.
What kind of reports will the AVP - Financial Planning & Analysis be responsible for generating?
The candidate will generate flash results/highlights for Board of Directors’ reports and Executive Management reports.
Will the AVP be involved in budgeting processes?
Yes, the AVP will participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans, and the monthly estimate outlook process.
What aspect of compliance is important in this role?
The role requires appropriate assessment of risk when making business decisions and driving compliance with applicable laws, rules, and regulations.