Financial Planning - Mumbai, Maharashtra, India - Citi

Citi

Verified Company

Mumbai, Maharashtra, India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

The Financial Planning and Analysis Lead Analyst is a senior professional role 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 contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi's current and projected performance.

Responsibilities:

Lead and guide team to manage Wealth Deposits FP&A team from Mumbai for PB and Citigold. Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
Execute analysis of annual 3year Strategic/Operating Plans, CCAR PPNR forecasts, QMMF forecasts, quarterly outlooks in partnership with business FP&A, and LFO teams for Wealth Business
Create deposit reports and meet with finance team to clearly summarize financial trends and provide insight to senior management for Deposits, NII, Beta etc.
Drive standardization for forecasting, reporting and valuation methodologies for deposits
Actively monitor deposit pricing (beta) trends
Help influence directional strategy and provide guidance on significant business/product decisions
Prepare analytics in support of LFO and EMT Reviews
Execute analysis of deposit product profitability
Develop and maintain relationships with key partners and senior management to influence behavior and decision making
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.

Qualifications:

610 years of relevant experience
Effective verbal and written communication skills
Demonstrated presentation skills
Consistently demonstrates clear and concise written and verbal communication skills

Education:

Bachelor's degree/University degree or equivalent experience
Master's degree preferred

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

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.

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