Finance Planning Analysis Accounting and Reporting
- Primary Location: India,Maharashtra,Mumbai
- Education: Master's Degree
- Job Function: Finance
- Schedule: Full-time
- Shift: Day Job
- Employee Status: Regular
- Travel Time: No
- Job ID: 18053428
Description
Req no :18017089–Financial Planning and Analysis – BAU
Job Purpose:
- An excellent opportunity for individuals seeking a career within Citigroup and more specifically within the Finance Division
- The purpose of the role will be to perform key activities (as described below) supporting the Planning and Analysis (P&A) function, across all products and countries
- The goal is to either become a part of already established team in Mumbai or migrate FP&A activities performed across various locations globally and to consolidate them in Mumbai
Overtime, the teams would:
- Drive the standardization and improvement of activities to generate efficiency and re-engineering saves
- Provide analysis and insights into Business results
Job Background/Context:
- Citi is a leading global financial services company. It does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management
- Planning and Analysis is part of the Finance division and provides financial and related business information to Citi management to allow them to make informed business decisions and set key strategic goals. This includes management reporting, Budgeting, Outlook and Forecasting and preparation of analysis to support the decision making
- Incumbent is expected to work with country, region or global teams
- Mumbai FP&A COE is an integral and key partner of the Global FP&A team
Development Value:
- Opportunity to join one of the leading financial Institutions in the world which prides itself on people development and mobility
- The role also provides a fantastic opportunity to build a career within the Finance Division and gain a holistic and deep knowledge and understanding of various businesses in Citi
- Interaction with people at all levels from different areas of the organization (finance, business and infrastructure)
- The role provides a diverse and varied work coverage including monthly reporting, presentations, forecasting and ad hoc analysis
- Opportunity to work in a matrix organization working with regional and country teams
Knowledge/Experience:
- Good financial analysis and management reporting background having 5-7 years prior work experience
- Experienced in Microsoft Office (including PowerPoint and Excel)
- Experience of working with financial data and knowledge of financial reporting tools
- Essbase, Business Objects would be a plus
- Interest in business and economic environment
Education:
- Professional degree equivalent to CA/MBA Finance
Skills:
- Effective communication skills
- Strong analytical and problem solving skills
- Attention to detail is an essential part of the job
- Adaptability, multitasking and project management skills
- Demonstrate an ability to learn and desire to develop and improve by challenging status quo
- Interpersonal skills (ability to work with colleagues at all levels across multiple locations)
Key Responsibilities:
Performance Measurement Reporting and Analytics:
- Analyzing, investigating and explaining key movements and trends in P&L lines
- Preparation of monthly financial metrics and key business drivers specific to different products/functions
- Providing financial support to Business/Functions and assist them in decision making
- Preparation of various Reports to support the Management needs and ensuring timely adherence to deadlines
- To provide commentaries and business insights on variance under different scenarios and time periods
- Track and provide insight on business productivity(efficiency saves) and projects driven by business
- To coordinate with various stakeholders to right align the headcount, dollars and business structure within reporting systems periodically
- Preparation of monthly Management packs, review decks and getting into discussions with Finance Management, as necessary
Budgeting and Forecasting Process:
- Working with Country Regional Managers to create and review monthly and quarterly outlook and annual financial plans, including reporting and analysis to explain changes against given baselines
Month End Oversight Activities:
- Assist in key month end activities including interaction with the Controllers to provide oversight of completeness and accuracy of underlying management information
- Support various teams with key Management reporting as appropriate
- Working as part of a diverse team spread across the region, interaction with a wide range of people including Regional/Global Finance Owners
Transitions and Client Management:
- Ensuring smooth transition of activities from various stakeholders within Mumbai COE or from onshore location
- Drive various Process efficiencies through standardization and re-engineering of activities
- Effective Client relationship and demand management to be able to meet the needs of various stakeholders
- To ensure good quality, accuracy, timeliness and value addition in all the Process related activities
Additional Notes:
- Should be willing to work afternoon shifts, 1.30 pm to 10.30 pm
Req no : 19000501 - FRSS
- Preparation of Balance Sheet reconciliations for numerous legal vehicles across EMEA to a high standard in line with Corporate guidelines
- Balance Sheet Substantiation attestation at a GOC level (Liquidity and Resolution Capital Metrics)
- Responsible for the follow up and resolution of reconciling items
- Responsible for the accurate reporting of the status of the reconciliations owned into Citi reporting tool ‘eRecon’
- Able to articulate own process along with its key controls. Uses evidence to support reasoning.
- Communicating with Legal Entity Managers across multiple locations on the status of the reconciliations performed
- Escalating any account related issues to Regional Balance Sheet Control
- Proactive Stake Holder Management eg. Country, BSCG, GPL & GPO
- Provides high quality updates and problem resolution over emails
- Participates in cross functional initiatives at a Center Level
- Takes charge of own training needs and develops training plan. Proactively discusses IDP's with span of control leader and acts on the feedback
- Interacts effectively in team meetings, providing constructive and relevant inputs
- Provides vocal leadership. Encourage team members and colleagues to speak up
- Is instrumental in building trust and confidence within the team and is approachable to the team
Education:
- Post Graduate
- Knowledge of Citi is desirable (Preferred)
Experience:
- Minimum of 8-10 years experience in an accounting environment.
Certifications:
- CFA
- CA with 7+ years of experience
- Semi Qualified CA with 8-10 years of experience
Skills:
- Very Strong Analytical skills
- Very Strong communicator
- Drives Client Values & Results
- Proactive updation and Stake Holder Management
- Work as a partner
- Effective presentation skills including presenting at cross functional forums
Other:
- Ability to supervise and Guide junior members
- Understands and acknowledges the work pressure environment
- Ability to use own initiative to resolve issues
- Ability to communicate effectively across all levels
- Lead Change & build great teams
Req no :18017090 FP&A
Job Purpose:
This
is an excellent opportunity for individuals seeking a career within
Citigroup, more specifically within the Finance Division. In addition,
the candidate will get an opportunity to participate in the growth of
the Global Centre of Expertise (CoE) Citigroup which is a high profile
project for the Global Finance Division. Over time, the newly formed
team will drive the standardization and rationalization of core P&A
activities improving efficiency and effectiveness of what we do and
where we do it.
Job Background/Context:
Citi
is the leading global financial services company with some 200 million
customer accounts. It does business in more than 100 countries,
providing consumers, corporations, governments and institutions with a
broad range of financial products and services, including consumer
banking and credit, corporate and investment banking, securities
brokerage and wealth management.
Mumbai COE FP&A will be an integral part and key partner of the Core FP&A teams across all regions
Development Value:
- Offers a platform to participate in the growth of the high profile Centre of Expertise site in Mumbai
- Manage large analytical team supporting core planning and analysis across all regions of Citigroup
- Opportunity to join one the leading financial institutions in the world which prides itself on people's development and mobility
- Provides a fantastic opportunity to build a career within the Finance Division and gain a holistic and deep knowledge and understanding of various businesses across Citigroup
- Interaction with people at all levels from different areas of the organization (finance, business and infrastructure)
- Provides a diverse and varied work coverage including monthly reporting, presentations, forecasting and ad hoc analysis
- Opportunity to work in a matrix organization working with regional and country teams
Knowledge/Experience:
- Chartered Accountant or MBA – Finance with at least 10 years of FP and A experience
- Should have worked in a senior role with a Banking COE
- Good financial analysis and management reporting background
- Experienced in Microsoft Office (including PowerPoint, Excel and Word)
- Experience working with data and knowledge of financial reporting tools such as Business Objects, Essbase, and Qlickview would be a plus
- Interest in business and economic environment
Skills:
- Should have managed large analytical teams
- Ability to effective communication
- Strong analytical and problem solving skills
- Attention to detail is an essential part of the job
- Adaptability, multitasking and strong project management skills
- Ability to learn and shows desire to develop and improve by challenging status quo
- Interpersonal skills
- Ability to work with colleagues at all levels across multiple locations
Job Purpose:
- An excellent opportunity for individuals seeking a career within Citigroup and more specifically within the Finance & Risk Infrastructure (FRI) division
- The purpose of the role will be to perform key activities (as described below) supporting FRI team, across all products and countries. The goal is to either become a part of already established team in Mumbai or migrate Finance or Risk related activities performed across various locations globally and to consolidate them in Mumbai. Overtime, the teams would drive the standardization and improvement of activities to generate efficiency and re-engineering saves
Job Background/Context:
- Citi is a leading global financial services company. It does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management
- FRI-Management Reporting team works to drive informed and consistent decision making by centralizing, standardizing and automating management reporting across Finance and Risk. Incumbent is expected to work with country, region or global teams
Development Value:
- Opportunity to join one of the leading financial Institutions in the world which prides itself on people development and mobility
- The role also provides a fantastic opportunity to build a career within the FRI Division and gain a holistic and deep knowledge and understanding of Finance, Risk and various businesses in Citi
- Interaction with people at all levels from different areas of the organization (finance, Risk, business and infrastructure)
- The role provides diverse and varied work coverage including monthly reporting, presentations and ad hoc analysis
- Opportunity to work in a matrix organization working with regional and country teams
Key Responsibilities:
Performance Measurement
Reporting and Analytics:
- Preparation of management packs to support the management needs, address end-to-end reporting and fact based analysis
- Prepare regular and time-sensitive ad-hoc deliverables to the regulators and senior managements, closely working with industry and regional senior portfolio managers
- Coordinates with Risk management, Technology, Finance to make sure the risk portfolio information contained in various reports and presentations are accurate, and make sense
- To provide commentaries and business insights on variance under different scenarios and time periods. Preparation of monthly financial metrics and key business drivers specific to different products / functions
- To ensure good quality, accurate and timely submission of all deliverables
- Continually identify and be part of improvement opportunities across reporting, analytics, and tool-related activities
Transitions and Client
Management:
- Ensuring smooth transition of activities from various stakeholders within Mumbai COE or from onshore location
- Effective Client relationship and demand management to be able to meet the needs of various stakeholders
- Driving Transformation and Re-engineering initiatives
Knowledge/Experience:
- Good financial analysis and management reporting background having 3-5 years (C10)/5+ years (C11) prior work experience
- Advanced knowledge of EXCEL, Access, Visual Basic and Power Point
- Experience of working with financial data and knowledge of financial reporting tools with Interest in business and economic environment is desired
- Good team player and excellent work ethics
- Good Communication and Presentation skills
Education:
- Professional degree equivalent to CA/MBA Finance or Post Graduates from premier universities
Skills:
- Effective communication skills and Interpersonal skills (ability to work with colleagues at all levels across multiple locations)
- Strong analytical and problem solving skills with attention to detail is an essential part of the job
- Adaptability, multitasking, ability to learn and desire to develop and improve by challenging status quo
Shift: Day Job (11 Am to 8 PM)
Qualifications
Qualification:
- CA freshers and CA/MBA finance with prior work experience
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