Financial Planning & Analysis Lead Analyst - Vice President - MUMBAI

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Job Overview

This position is within Citi’s Treasury FP&A team, responsible for the financial plans and forecasts for Treasury’s balance sheet and revenues, working in close partnership with Citi Treasury Investments group responsible for managing securities portfolios, interest rate risk management, long-term debt issuances, legal entity funding, and transfer pricing, as well as broader Treasury and Finance partners. Treasury FP&A team supports Treasury CFO, Citi Treasurer and Treasury CIO by providing detailed analysis and insight of Treasurys financial results, and helps contribute to directional strategy, as well as counsel on the evaluation of financial reports of Treasury’s current and projected performance. In addition, the group interacts extensively with the broader Finance organization as well as technology and infrastructure partners on multiple efforts to further operationalize end enhance forecasting processes

The role’s will require a detailed understanding of Treasury activities and will contribute to and help support the various BAU activities such as:

Responsibilities:

• Execution and analysis of the annual 3-year Operating Plan, CCAR, Quarterly Multi-Year Multi-Scenario Forecast, and monthly outlooks

• Monitoring of data integrity in the forecasting and reporting systems (Ruby, FRM, Pearl)

• Tracking and maintenance of managed segment hierarchy and forecast set-ups in

• P&L and Balance Sheet trend analytics

• Analytics relating to the allocation of liquidity costs

• Contribute to maintenance and documentation of models used to forecast Treasury's balance sheet and revenues across various economic and interest rate scenarios

• 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:

• 8-10 years of relevant experience

• Proficient computer skills with a focus on Microsoft Office applications.

• Experience with Tableau, Appian, Python, VBA is a plus

• Prior Treasury experience desired

• Effective verbal and written communication skills

• Demonstrated presentation skills

• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor’s degree/University degree or equivalent experience

• Master’s 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.

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Job Family Group:

Finance

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Job Family:

Financial Planning & Analysis

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Time Type:

Full time

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Most Relevant Skills

Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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