Financial Planning & Analysis Analyst 2 Job at MillenniumSoft Inc (San Diego)

Financial Planning and Analysis Analyst

The Financial Planning and Analysis Analyst is an intermediate level position re...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-6 years of experience in Financial Planning and Analysis (FP&A)
Demonstrated knowledge of financial, analytical, and reporting tools
Proficient with Microsoft Office applications, excellent Excel and PowerPoints skills required
Demonstrated analytical skills
Consistently demonstrates clear and concise written and verbal communication skills
Bachelor’s degree/University degree or equivalent experience

Job Responsibility

Monitor and drive forward looking processes -strategic/operating plans, monthly outlooks, stress testing (CCAR & DFAST), sensitivity analysis for Markets Balance Sheet and Net Interest Income
Responsible for developing/enhancing Balance Sheet and Net Interest Income models for Global Markets by coordinating with business heads, Capital Team, Treasury, Lead officers, Product Control, Risk
Manage and deliver balance sheet and Net Interest Income analytics on a weekly/monthly basis for senior reviews with Finance, Business and Treasury
Prepare analysis for Earnings Review for balance sheet and Net Interest Income
Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes
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
Analyze key management review presentations and 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

Fulltime

Financial Planning And Analysis Intermediate Analyst

The Financial Planning and Analysis Intermediate Analyst is an intermediate leve...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years of experience in accounting and/or finance
experience in financial services preferred
knowledge of financial, analytical, and reporting tools
proficient with Microsoft Office applications, Excel and PowerPoints skills preferred
demonstrated analytical skills
consistently demonstrates clear and concise written and verbal communication skills

Job Responsibility

Analyze Citi’s/Citi’s competitors’ financial performance
develop and coordinate the annual planning and periodic forecasting processes and review results against plans monthly including annual budget planning and monthly estimate process
generate flash results/highlights for Board of Directors’ reports and Executive Management reports
conduct various ad hoc analyses and strategically address issues that are complementary to the regular planning and analysis processes
participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
aid with using metrics to evaluate proposed business decisions
execute time critical activities for client facing financial planning and analysis teams
assist in the development of review with material for internal senior leadership internal and external regulator reviews

What we offer

equal opportunity employer
compliance with applicable laws, rules and regulations
accessibility accommodations for persons with disabilities

Fulltime

Financial Planning and Analysis Intermediate Analyst

The Financial Planning and Analysis Intermediate Analyst is an intermediate leve...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years of experience in accounting and/or finance
Experience in financial services preferred
Knowledge of financial, analytical, and reporting tools
Proficient with Microsoft Office applications, Excel and PowerPoints skills preferred
Demonstrated analytical skills
Consistently demonstrates clear and concise written and verbal communication skills
Bachelor’s degree/University degree or equivalent experience
Control Presupuestal
Habilidades de Negociación
Office intermedio (Excel y PPT.)

Job Responsibility

Analyze of Citi’s/Citi’s competitors’ financial performance
Develop and coordinate the annual planning and periodic forecasting processes and review results against plans monthly including annual budget planning and monthly estimate process
Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
Conduct various ad hoc analyses and strategically address issues that are complementary to the regular Planning and Analysis processes
Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
Aid with using metrics to evaluate proposed business decisions
Execute time critical activities for client facing Financial Planning and Analysis teams
Assist in the development of review with material for internal senior leadership internal and external regulator reviews

Fulltime

Financial Planning and Analysis Analyst

The Financial Planning and Analysis Analyst is responsible for providing analysi...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-4 years of experience in accounting and/or finance
Demonstrated knowledge of financial, analytical, and reporting tools
Proficient with Microsoft Office applications, Excel and PowerPoints skills preferred
Demonstrated analytical skills
Consistently demonstrates clear and concise written and verbal communication skills
MBA / CA or equivalent experience

Job Responsibility

Contribute to the estimation of risk capital and incorporate results into management reports and decision processes
Assist with the analysis of Citi’s/Citi’s competitors’ financial performance
Aid in the annual planning and periodic forecasting processes and review results against plans monthly
Use metrics to assist in the evaluation of proposed business decisions
Analyze key management review presentations for individual Regions and Products
Participate in time critical activities for client facing Financial Planning and Analysis Teams
Assess risk when business decisions are made, driving compliance and transparency

What we offer

Equal opportunity employer
Accessibility accommodations
Global benefits supporting well-being, growth, and work-life balance

Fulltime

Financial Planning & Analysis Analyst II

This individual contributor is primarily responsible for supporting financial pl...

Location

United States , Greenwood Village

Salary:

63600.00 - 82280.00 USD / Year

Kaiser Permanente

Expiration Date

Until further notice

Requirements

Bachelors degree in finance, business, or related field OR Minimum three (3) years financial planning and/or data analysis experience, or directly related business experience
Two (2) years experience working with intermediate functions of spreadsheet software (e.g., Excel), including filtering data, creating pivot tables, and linking workbooks or spreadsheets
Two (2) years experience working with KP data sources or tools
Knowledge, Skills and Abilities: Ambiguity/Uncertainty Management
Attention to Detail
Business Knowledge
Communication
Critical Thinking
Cross-Group Collaboration
Decision Making

Job Responsibility

Supports financial planning, modeling, analysis, and forecasting
Assists in financial assessment
Prepares financial and other reports
Researches financial trends
Supports the evaluation of the business environment by assisting with financial assessment
Supports internal and external audits by assisting with preparation of audit schedules and review of audit results
Supports the creation of budgets and/or forecasts in accordance with business strategic initiatives
Supports others in advising region/business unit leaders on strategic fiscal matters
Supports financial modeling
Supports assessment of the business vision, objectives, and strategic initiatives

What we offer

Pay equity and transparency
Flexibility to work from home

Fulltime

Sr. Financial Analyst

As a Sr. Financial Analyst, you will play a pivotal role in driving the company'...

Location

United States , Lewisville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years of experience as a Financial Analyst or in a similar role
Proven knowledge of Business Systems
Experience with Confluence software is preferred
Proficiency in CRM tools is a must
Familiarity with Crystal Reports
Understanding of Data Mining Techniques
Experience with About Time software
Solid understanding of Accounting Functions
Prior experience in Auditing is required
Knowledge of Budget Processes

Job Responsibility

Collaborate with operations to devise growth strategies, plans, and perform historical financial performance assessments
Conduct comprehensive analyses and develop financial models to bolster strategic initiatives
Manage the monthly reporting of new center budgets and its influence on the company's fiscal year plan
Offer insightful guidance to the corporate development team through ROI analysis
Develop five-year projections for acquisition, greenfield, and brownfield growth opportunities
Support real estate, facilities, and integrations with decision-making related to capital expenditure projects, lease renewals, and their respective impact on ROI
Handle other duties and perform ad-hoc analyses as needed
Collaborate effectively with all departments and management levels within the company

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Financial Analyst

This role offers an exciting opportunity to analyze financial data, develop fore...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2 plus years Proven experience in budgeting, forecasting, and financial analysis
Proficiency with SAP for financial reporting and data management
Expertise in Microsoft Power BI for creating visualizations and dashboards
Strong analytical and problem-solving skills
Excellent attention to detail and ability to meet deadlines
Effective communication and collaboration abilities
Bachelor’s degree in Finance, Accounting, or a related field
Prior experience in the energy or petrochemical industry is a plus

Job Responsibility

Prepare and manage budgets and forecasts to ensure accurate financial planning
Analyze financial data and provide actionable insights to support strategic decisions
Utilize SAP to manage financial transactions and reporting effectively
Develop and maintain dashboards and reports using Microsoft Power BI
Collaborate with cross-functional teams to streamline financial processes and improve efficiency
Monitor financial performance and identify trends or areas for improvement
Assist with monthly and quarterly financial reporting requirements
Ensure compliance with company policies and regulatory standards in financial operations
Support ad-hoc financial analysis and special projects as needed

What we offer

Bonus potential
medical, vision, dental, and life and disability insurance
company 401(k) plan

Fulltime

Financial Analyst - Merchandising

Financial Analyst role focused on merchandising performance analysis, data-drive...

Location

United States of America , Pensacola

Salary:

Not provided

Circle K

Expiration Date

Until further notice

Requirements

Bachelor's degree, or foreign equivalent, in Mathematics, Computer Science, Engineering, Statistics, Business Analytics or a related subject area
2+ years of work experience on data analysis
Computer skills to include navigational ability in a networked environment and proficiency in Microsoft Word and email applications
Intermediate to advanced skills in Microsoft Excel, Access and other data visualization platforms (PowerBI, Tableau)
Demonstrated ability to communicate effectively both verbally and in writing
Ability to manage multiple activities and prioritize projects and tasks
Demonstration of outstanding analytic skills, logical reasoning, data interpretation and the ability to resolve complex issues
Experience working with individuals from different organizational functions and at different levels

Job Responsibility

Demonstrate thought leadership and be an Ambassador to Data Driven Merchandising initiatives
Analyze merchandise performance at the department, cluster, vendor, item and location level
Analyze store, regional, and business unit performance of pricing, promotion, and item assortment metrics
Support MAM in documenting BU level strategic decisions around pricing, promotions, and assortment
Leverage available tools and reporting to provide timely insights on BU Merchandise performance
Organize, summarize, and visualize data into meaningful insights
Mechanize driving insights into actions by working with cross-functional partners
Use technical expertise to conceptualize and develop new, reusable tools, models, and approaches
Actively support MAM on the annual DDM planning process for the business unit
Join our Global Analytical network on data and analytics issues

Fulltime

Financial Planning & Analysis Analyst 2

MillenniumSoft Inc

Location:
United States , San Diego

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 12, 2026

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Job Description:

Job Responsibility:

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Additional Information:

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