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Financial Planning & Analysis- Personal Banking and Wealth Management (PBWM)- C13

Location: Mumbai
Company: Citigroup
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Personal Banking and Wealth Management (PBWM) Financial Planning and Analysis - C13
Job Purpose:
An excellent opportunity for individuals seeking a career within Citigroup and more specifically within the Finance Division. The purpose of the role will be to support the Mumbai Financial Planning and Analysis (FP&A) Team with the performance of key activities (as described below).
Job Background/Context:
Citi is the leading global financial services company. It does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management.
The Mumbai FP&A team is an integral part of the larger Global FP&A team with ~600 employees. 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 role is within the PBWM FP&A team requires In-depth understanding of forward looking processes (Budgeting, Outlook, Multi-Year forecasting etc.) 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.
Key Responsibilities
- Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, Mid-Year Reforecasts (MYR), and bi-monthly outlooks in partnership with Finance and Business organizations.
- Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
- Develop and deliver financial analyses supporting various business initiatives
- Build excellent relationships across Finance, Controllers and Business organizations
- Responsible to collect & review inputs received from various teams and challenge them if necessary / required
- Has the ability to operate with a limited level of direct supervision.
- Acts as Systems SME to senior finance stakeholders and other team members.
- Establish strong relationships and leverage them to seamlessly overcome challenges and meet business needs across Finance and Business organizations
- Prepare presentations and analysis for the team supporting the CFOs, LFOs
- Manage a team of finance professionals
- Drive FP&A transformation efforts as part of continuous process improvements
- Drive Center level Initiatives effectively
Development Value:
- Opportunity to join one the leading financial Institutions in the world which prides itself on people development and mobility
- The role also provides a great opportunity to build a career within the Finance Division and gain a holistic understanding of the various functions & businesses within PBWM .
- Interaction with people at varied levels and from different areas of the organization (finance, business, Corporate etc.)
- Opportunity to work closely with the Senior Management
- 10+ years of experience in accounting and/or finance, experience in financial services preferred
- Professional degree equivalent to CA/MBA/BMS would be preferable
- Understanding of FP&A processes and management reporting, Experience in financial services preferred
- Experienced in Microsoft Office (excellent PowerPoint and Excel skills)
- Experience in quantitative or qualitative model support, either PPNR model or model risk management background could also be useful.
- Effective communication skills
- Strong analytical and problem solving skills
- The candidate will need to be a self-starter with a focus on timely and accurate delivery
- Attention to detail is an essential part of the job
- Adaptability, multitasking and project management skills
- Demonstrate an ability to learn and desire to develop and improve by challenging status quo
- Ability to self-motivate and initiate change
- Interpersonal skills (ability to work with colleagues at all levels across multiple locations)
- Ability to think strategically and 'connect the dots', yet be detail-oriented, and manage multiple competing priorities including emerging risks to deliver solutions in an effective control environment
- Ability to influence key partners and be persuasive while working with cross-functional groups
- Ability to communicate effectively with senior management
Additional Notes: Should be willing to work afternoon shifts, 1 pm to 10 pm.

Job Family Group:

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 ( .
View the "EEO is the Law ( " poster. View the EEO is the Law Supplement (\EEO\Supplement\Final\JRF\QA\508c.pdf) .
View the EEO Policy Statement (\aa\policy.pdf) .
View the Pay Transparency Posting (\%20English\formattedESQA508c.pdf)
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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