Financial Planning & Analysis C13 Deposits Fp&a Wealth

Year    Mumbai, Maharashtra, India

Job Description


The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi\xe2\x80\x99s 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\xe2\x80\x99s 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 3-year 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.
  • 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:
  • 6-10 years of relevant experience
  • Proficient computer skills with a focus on Microsoft Office applications
  • Effective verbal and written communication skills
  • Demonstrated presentation skills
  • Consistently demonstrates clear and concise written and verbal communication skills
Education:
  • Bachelor\xe2\x80\x99s degree/University degree or equivalent experience
  • Master\xe2\x80\x99s 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.Job Family Group: FinanceJob Family: Financial Planning & AnalysisTime Type: Full timeCiti 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\xe2\x80\x9d) 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 .View the " " poster. View the .View the .View the

Citigroup

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Job Detail

  • Job Id
    JD3310279
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Mumbai, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year