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

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.

Additional Qualifications

Experiencia en modelos.

Experiencia en análisis de datos y manejo de bases de datos.

Experiencia en análisis financiero, modelos de proyección, planeación financiera, conciliación de resultados.

Manejo de herramientas de Data (SAS, Tableu, Matlab, Phthon, R, etc.).

Indispensable manejo de Excel avanzado

Deseable experiencia en Seguros y/o Sector Financiero.

Solución de problemas.

Colaboración y trabajo en equipo.

Job Family Group
Finance

Job Family
Financial Planning & Analysis

Time Type
Full time

Most Relevant Skills

Budgeting

Business Acumen

Data Analysis

Digital Skills (Including AI)

Financial Analysis

Financial Modeling

Management Reporting

Process Execution

Risk Management Lifecycle

Stakeholder Management

Other Relevant Skills
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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 Citi’s EEO Policy Statement and the Know Your Rights poster.

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📌 Banamex FP & A Sr. Analyst (Nezahualcóyotl)
🏢 Citigroup
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