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 performanceDevelop and coordinate the annual planning and periodic forecasting processes and review results against plans monthly including annual budget planning and monthly estimate processGenerate flash results/highlights for Board of Directors' reports and Executive Management reportsConduct various ad hoc analyses and strategically address issues that are complementary to the regular Planning and Analysis processesParticipate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment ReportsAid with using metrics to evaluate proposed business decisionsExecute time critical activities for client facing Financial Planning and Analysis teamsAssist in the development of review with material for internal senior leadership internal and external regulator reviewsHas 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 financeExperience in financial services preferredKnowledge of financial, analytical, and reporting toolsProficient with Microsoft Office applications, Excel and PowerPoints skills preferredDemonstrated analytical skillsConsistently demonstrates clear and concise written and verbal communication skillsEducation:Bachelor's degree/University degree or equivalent experienceThis 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 Analyst on the USPB Deposits Balance Sheet (B/S) team 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.Candidate should be highly analytical and ready to join a highly collaborative team with the mindset for continued improvements of activities, processes, and models.Key responsibilities Work collaboratively with USPB Deposits partners to develop deliverables, such as NII/P&L results, forecasting analysis, trend comparisonsPrepare analytics and results to support presentations for senior management reviews (such as product LFOs, USPB CFO, etc.)and provide explanations of results in comparison to other forecasts and scenariosAct as a change agent and work collaboratively with a broader team is very important; identifying gaps and streamlining processes are primary elements of the roleAnalyze macro-economic scenarios, consumer behaviors and trends, evaluate forecasting results, and document justification/rationale for overlays and adjustments to reflect business actionsBe a very quick learner, ready to dive into details, gain good business knowledge of Citi's consumer business, and become a USPB Deposits FP&A subject matter expertWork on Ad-hoc requests based on the business necessaryComply with Risk & Control policies and requirementsEnsure there is a strong culture of high integrity, ethics and meritocracyQualifications +4 years of experience of financial analysis in a large corporate environment (minimum of 3 years banking experience and previous FP&A or similar Finance experience) Excellent quantitative/analytical skills, written and verbal communication skills with a strong attention to details Show initiative/proactivity to solve problems independently and flexibility to solve complex problemsAbility to translate financial schedules, complex consumer behavior and business trends into meaningful and actionable presentation observations Experience working effectively in a fast paced environment within a matrix organization Advanced MS Excel and PowerPoint skills.VBA, Power BI and Tableau knowledge is a plusEducationDegree in Finance, Economics, or Accounting (MBA preferred)------------------------------------------------------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 .
