Job Information
Citigroup Financial Planning and Analysis Intermediate Analyst (C11) hybrid in Heredia, Costa Rica
The Financial Planning and Analysis Intermediate 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 apply analytical thinking, knowledge of data analysis and methodologies to create and analyze reports that gauge Citi’s alignment with forecasted performance.
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.
Qualifications:
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
Education:
- 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.
The Financial Planning and Analysis Intermediate 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 apply analytical thinking, knowledge of data analysis and methodologies to create and analyze reports that gauge Citi’s alignment with forecasted performance.
Responsibilities:
Support operating model with international FP&A teams to smoothly support existing business processes
Develop analytical support working with local FP&A teams and their business partners
Good understanding of how the team interacts with others in accomplishing the objectives of the area
Makes judgments and recommendations based on the analysis and domain knowledge
Applies specialized domain knowledge in analyzing and/or evaluating processes and data
Integrates disciplinary knowledge within own specialty area with developing understanding of related industry practices
Researches and interprets factual information. Identifies inconsistencies in data or results
Support standardization of activities including the identification of productivity and efficiency
Establish partnership with other locations to meet goals and deliverables
Comply with Risk & Control policies and requirementsImpact of the job holder is restricted to own job
Ensure there is a strong culture of high integrity, ethics and meritocracy
Qualifications:
Degree in Finance, Economics, Accounting, Industrial Engineer or a related field
Minimum 5 years of working experience related to Finance
Understanding of Banking & Finance products and markets is preferable but not essential
Strong financial analysis foundation creating financial forecasts and models
Excellent verbal and written communication skills and strong knowledge of English.
Advanced MS Excel and PowerPoint skills. VBA, Power BI and Tableau knowledge is a plus
Strong attention to detail and time management skills
Ability to collaborate within a team
Ability to work independently as an individual contributor with minimum supervision
Intermediate to strong analytical skills and intellectual curiosity
Ability to challenge status quo, and identify opportunities to reengineer/streamline processes
Ability to partner with senior stakeholders across businesses and geographies
Demonstrates adaptability and flexibility to work in an ambiguous environment and embrace changes
Keen interest in business and economic environment
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group:
Finance
Job Family:
Financial Planning & Analysis
Time Type:
Full time
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .
View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .
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View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.