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
- 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:
- 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.
About the Job
This individual will develop Finance information Initiatives to enhance finance process related to information for reach Shorten local closing and Setup for IPO needs.
This role will enable data efficiency by developing financial processes to consolidate financial information from many sources and work with tech team to be sure that solutions are working efficiently aligned with user’s requirements.
- Develop Information processes for data ingestion, processing and consolidations aligned to financial user’s requirements
- Develop ETL processes such as Knime, Tableau Prep, Appian or AB-Initio
- Design and develop complex financial workflows in Knime, Tableau Prep, Appian or AB-Initio
- Design and develop technical requirements of FP&A tools (visualization software, planning platforms, ERP, databases, etc.)
- Interacts with key stakeholder groups
- Discover and propose opportunities for Information architecture to improve related speed, availability or quality
- Monitor performance information architecture
- Partner closely with Tech team within an Agile framework
Experience
- Proficiency with coding, desirable knowledge of workflow tools (Knime, Appian, Tableau Prep, or AB-Initio)
- Experience with information cleansing, transformation, and preparation
- Contribute to improving operational efficiency by automating processes and identifying areas for optimization
- Knowledge of Data Management and ERP systems with financial focus at least 3 years
- Troubleshoot technical issues and performance optimization
Education and Certifications
- Bachelor’s degree in financial / mathematics / statistics / computer science related field
Skills
- Capacity to maintain order in assigned tasks
- Ability to effectively interact with a large range of personalities
- Working effectively with others to achieve common goals
Financial Planning & Analysis
Time Type:
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