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The candidate will be an integral member of the FP&A Process and System Improvement team report directly to the FP&A Process and System Improvement Lead. The FP&A Process and System Improvement team will support FP&A leadership by improving Decision Effectiveness, Process Efficiency, and Stakeholder Experience. The candidate will actively participate and drive critical engagements with FP&A, the wider Finance organization, and other functions in collaboration with the FP&A System and Process Improvement Lead.
Job Responsibility:
Analyze existing processes and data to identify areas for improvement
Identify opportunities to optimize operating models and organizational structures
Perform detailed data analysis to support initiatives and generate strategic insights
Develop clear, concise, and impactful presentations and executive-level documents to effectively communicate complex concepts
Structure and execute own workstream
Anticipate issues and put in place mitigation strategies
See dependencies and connectivity across workstreams to execute accordingly
Develop and maintain rigorous project plans and manage tactical project needs, managing across resource, time and relationships
Collaborate effectively with team members and cross-functional stakeholders to gather information, validate findings, and support the implementation and adoption of recommendations and solutions
Appropriately assess risk when business decisions are made
Demonstrate consideration for the firm's reputation and safeguarding Citigroup (and its clients and assets)
Drive compliance with applicable laws, rules and regulations
Adhere to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Requirements:
3 - 6 years of experience within financial institutions or as a consultant serving the financial services industry
Financial Planning & Analysis experience is a plus
Bachelor’s degree from a top-tier university in a STEM, Business, Finance, Economics, Accounting, or another analytical discipline, with a strong academic record
An advanced degree is a plus
Proven ability to conduct detailed analysis, identify issues, and contribute to developing practical solutions
Adept at creating clear and impactful presentations using PowerPoint
Strong analytical skills with proficiency in MS Excel for complex data manipulation, analysis, and basic financial modeling
Demonstrated written and verbal communication skills to influence and engage senior stakeholders effectively
Demonstrated experience in working on transformative initiatives and working effectively as part of a collaborative team
Strong organizational skills with the ability to manage multiple tasks, prioritize effectively, and meet deadlines
Driven, proactive, detail-oriented, eager to learn, and adapt to new challenges
A strong team player with a collaborative mindset, committed to collective success
Solid understanding of fundamental financial controls, risk management principles, and regulatory requirements
Nice to have:
Financial Planning & Analysis experience is a plus