Financial Planning & Analysis Analyst

The Financial Planning and Analysis Analyst 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 utilize specialty knowledge to create reports /analyses that gauge Citi’s alignment with forecasted performance.

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.

Qualifications:

• 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.

Education:

• Master’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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## Job Family Group:

Finance

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## Job Family:

Financial Planning & Analysis

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## Time Type:

Full time

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## Most Relevant Skills

Budgeting, Business Acumen, Data Analysis, Digital Skills (Including AI), Financial Analysis, Financial Modeling, Management Reporting, Process Execution, Risk Management Lifecycle, Stakeholder Management.

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## Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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