The Financial Planning and Analysis Senior 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 in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the development of new techniques to improve processes and work-flow.
Responsibilities:
Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes
Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs)
Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process
Oversee the estimation of risk capital and incorporate results into management report metrics for decision processes
Analyze key management review presentations for individual Regions and Products
Execute time critical activities for client facing Financial Planning and Analysis teams
Contribute to the development of review material for internal leadership and external regulator reviews
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:
5-8 years of experience working with a variety of financial platforms
Proficient with Microsoft Office applications
Demonstrated presentation 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.
C12
Job Purpose
Part of the Philippines (P&A) team covering GCB with a focus on Retail Bank financials.
As the retail bank lead analyst of the consumer bank, the person will play a central role in coordinating for key Citi deliverables, including key Forward Looking and Performance Management deliverables including but not limited to :
Provide senior management/business/operating units with timely, accurate and relevant information and analysis on the financial performance (revenue/expense), especially drivers and trends, of the consumer business, particularly retail bank/onshore, to enhance understanding of financials
Provide insightful analysis as the foundation for strategic decision-making, resource allocation and performance management
Tools, analytical capability and data to support thoughtful planning and target setting, as well as to drive business initiatives
Lead the financial plan exercise (revenue/expense), and multi-period forecasts/outlook to measure business performance and provide clarity and insights to the business of where they are at vs the plan / outlook and where they are heading towards
Support and partner with the business teams to implement and measure the impact of key strategic decisions and targets, and identify and implement course corrections towards achieving the targets
Work closely and support the business/operating units in implementing revenue and expense/efficiency initiatives or productivity improvements to meet targets/plan
Provide financial analysis on new initiatives / investments
The person will work with the greater country FP&A team, other finance units, the business and operations to support senior management in interpreting business performance against targets and business dynamics given macroeconomic and markets factors. The candidate should have excellent interpersonal, verbal and written communication skills.
Key Responsibilities
Lead the reporting, budgeting and planning, including analysis of key financial drivers, tracking of financial performance of the retail business
Manage forecasting and performance management processes including but not limited to monthly actuals, outlooks, mid-year forecast, annual plan and other ad hoc forecast etc.
Proactively engaging and interfacing with the Retail Business, Finance, and other relevant functional departments to leverage financial data and analytics to provide insights on financials with the aim of driving business performance to meet targets/plan
Lead strategic analysis for Business Support and Performance Measurement. Proactively analyzing, investigating, explaining, and escalating key movements and trends to Senior Management and FP&A Business Partners
Coordination and preparation of presentation material and talking points for internal meetings
Qualifications
Strong quantitative and analytical skills
Practical and solution-oriented, keen
Ability to build close relationships and interact at all levels in the organization; works well in a team
Strong communication and influencing skills
Excellent organizational and project management skills
Track record of success in delivering high quality work in a fast paced and dynamic environment
This is for a C12/AVP level.
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Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - PH------------------------------------------------------
Time Type :Full time------------------------------------------------------
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Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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