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 (Xico)
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