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Financial Planning & Analysis- Manager- C11

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Citi

10d ago

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Accounting & Tax
    Banking & Finance
  • Mumbai

AI generated summary

  • You need 2-5 years in finance/accounting, preferably in financial services, with strong analytical skills and proficiency in Excel and PowerPoint. A bachelor's degree is required.
  • You will analyze financial performance, coordinate planning processes, generate reports for executives, conduct ad hoc analyses, evaluate business metrics, and support senior leadership reviews.

Requirements

  • 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

Responsibilities

  • 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
  • Has the ability to operate with a limited level of direct supervision.
  • Can exercise independence of judgement and autonomy.
  • Acts as SME to senior stakeholders and /or other team members.
  • 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 job title for this position?

The job title is Financial Planning & Analysis - Manager - C11.

What level of experience is required for this position?

2-5 years of experience in accounting and/or finance is required for this position.

Is prior experience in financial services necessary?

Yes, experience in financial services is preferred.

What analytical tools should candidates be knowledgeable about?

Candidates should have knowledge of financial, analytical, and reporting tools.

What software skills are emphasized for this role?

Proficiency in Microsoft Office applications, particularly Excel and PowerPoint, is preferred.

What responsibilities will I have in this role?

Responsibilities include analyzing financial performance, coordinating planning and forecasting, generating reports for management, conducting ad hoc analyses, and assisting in senior leadership reviews, among other tasks.

Will I need to work independently in this role?

Yes, the position requires the ability to operate with a limited level of direct supervision and exercise independence of judgment.

Are there opportunities for advancement in this position?

Yes, this role acts as a subject matter expert (SME) to senior stakeholders and offers opportunities for professional growth within the finance team.

What kind of communication skills are necessary for this position?

Clear and concise written and verbal communication skills are consistently demonstrated and required for this role.

Is a specific degree required for this position?

A bachelor's degree or university degree, or equivalent experience, is required for this position.

Does Citigroup conduct background checks for candidates?

Yes, Citigroup conducts background checks and adheres to compliance and regulatory requirements in the hiring process.

What is the job family related to this position?

The job family related to this position is Finance, specifically Financial Planning & Analysis.

Does Citi offer equal employment opportunities?

Yes, Citi is an equal opportunity and affirmative action employer, welcoming applications from all qualified individuals.

What kind of risks should be considered in this role?

Candidates should appropriately assess risks when making business decisions, focusing on the firm’s reputation and compliance with applicable laws and regulations.

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

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  • Keep learning

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  • 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.