Wealth FP&A Lead Analyst

6 - 10 years

0 Lacs

Posted:5 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As the Financial Planning and Analysis Lead Analyst at Citi, your role is crucial in providing management with analysis and insights into the company's financial results. You will collaborate with the broader Finance team to contribute to the directional strategy and offer specialized advice on evaluating Citi's current and projected financial performance. **Key Responsibilities:** - Create financial reports and summarize financial trends for senior management - Advise on directional strategy and significant business decisions - Analyze annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with other FP&A teams - Prepare analytics for CEO Reviews and analyze product profitability - Develop relationships with key partners and senior management - Prepare presentations for the CFO team - Operate with a limited level of direct supervision, exercising independence of judgment and autonomy - Act as a subject matter expert to senior stakeholders and team members - Assess risks when making business decisions while adhering to compliance and regulatory requirements **Qualifications Required:** - 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 - Ability to clearly communicate both in writing and verbally - Bachelor's degree/University degree or equivalent experience required, Master's degree preferred Please note that this job description gives a high-level overview of the work performed, and other job-related duties may be assigned as necessary. Skills most relevant for this role include Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, and Stakeholder Management. For additional relevant skills, refer to the information provided above or contact the recruiter.,

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