Citigroup - New York, NY
posted about 2 months ago
The Financial Planning Analyst is a seasoned professional role that requires a deep understanding of financial planning and analysis within the investment products sector. This position involves applying in-depth disciplinary knowledge to contribute to the development of new techniques and the improvement of processes and workflows. The analyst will integrate subject matter and industry expertise within a defined area, necessitating a comprehensive understanding of how various areas collectively integrate within the sub-function and contribute to the overall objectives of the function and business. In this role, the analyst will evaluate moderately complex and variable issues that have substantial potential impact. This requires the development of approaches and actions that involve weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Strong analytical skills are essential to filter, prioritize, and validate complex and dynamic material from various sources. Additionally, the role demands excellent communication and diplomacy skills, as the analyst will regularly assume informal and formal leadership roles within teams, coaching and training new recruits. The individual will have a significant impact on project size and geography by influencing decisions through advice, counsel, and facilitating services to others in their area of specialization. The performance of all teams in the area will be directly affected by the individual’s performance.