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Financial Planning & Analysis Analyst- C10

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Citi

27d ago

  • Job
    Full-time
    Entry & Junior Level
  • Accounting & Tax
  • Mumbai

AI generated summary

  • You should have 0-2 years in finance/accounting, knowledge of financial tools, strong Excel/PowerPoint skills, analytical abilities, and a bachelor's degree or equivalent experience.
  • You will analyze financial performance, assist in budgeting and forecasting, evaluate business decisions using metrics, prepare management presentations, and ensure compliance with regulations.

Requirements

  • 0-2 years of experience in accounting and/or finance
  • Demonstrated 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

Responsibilities

  • Contribute to the estimation of risk capital and incorporate results into management reports and decision processes
  • Assist with the analysis of Citi’s/Citi’s competitors’ financial performance
  • Aid in the annual planning and periodic forecasting processes and review results against plans monthly; participate in annual budget and monthly estimate process
  • Use metrics to assist in the evaluation of proposed business decisions
  • Analyze key management review presentations for individual Regions and Products
  • Participate in time critical activities for client facing Financial Planning and Analysis Teams
  • 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.

FAQs

What is the primary objective of the Financial Planning & Analysis Analyst role?

The primary objective is to provide management with analysis and insights of Citi’s financial results in coordination with the broader Finance team, utilizing specialty knowledge to create reports and analyses that gauge Citi’s alignment with forecasted performance.

What qualifications are required for this position?

A Bachelor’s degree or equivalent experience is required, along with 0-2 years of experience in accounting and/or finance, demonstrated knowledge of financial, analytical, and reporting tools, and proficiency in Microsoft Office applications, especially Excel and PowerPoint.

What are the key responsibilities of the Financial Planning & Analysis Analyst?

Key responsibilities include estimating risk capital, analyzing financial performance, assisting with annual planning and forecasting processes, using metrics to evaluate business decisions, and analyzing management review presentations, among others.

Is experience in finance necessary for this position?

Yes, the position requires 0-2 years of experience in accounting and/or finance.

What skills are emphasized for the Financial Planning & Analysis Analyst role?

Emphasized skills include analytical skills, proficiency in Microsoft Office applications, and clear and concise written and verbal communication skills.

Are there any specific tools or software that the analyst should be familiar with?

Yes, the candidate should demonstrate knowledge of financial, analytical, and reporting tools, along with proficiency in Microsoft Office applications, particularly Excel and PowerPoint.

What kind of team will the Financial Planning & Analysis Analyst be part of?

The analyst will be part of the Financial Planning and Analysis Team, which is client-facing and engages in time-critical activities.

What is the outlook on compliance and ethical standards in this role?

Candidates are expected to appropriately assess risk, demonstrate sound ethical judgment, and comply with applicable laws, rules, and regulations while driving compliance and safeguarding Citigroup, its clients, and assets.

Does Citi provide equal employment opportunities?

Yes, Citi is an equal opportunity and affirmative action employer, and qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Where can I find more information about accessibility accommodations?

More information about accessibility accommodations can be found on the Accessibility at Citi page mentioned in the job description.

Finance
Industry
10,001+
Employees
1998
Founded Year

Mission & Purpose

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. Citi's operation is to provide financial services that enable growth and economic progress. Core activities are safeguarding assets, lending money, making payments and accessing the capital markets.

Benefits

  • Live Well, Stay Healthy

    Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.

  • Paid parental leave

    We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.

  • Save well, for now and your future

    We empower our employees to manage their financial well-being and help them plan for the future.

  • Keep learning

    Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

  • Be well, take time off

    We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

  • Support Your Community

    We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.