Citigroup - Miami, FL

posted about 2 months ago

Full-time - Senior
Remote - Miami, FL
Credit Intermediation and Related Activities

About the position

Citibank, N.A. is seeking a Financial Planning & Analysis Lead Analyst for its Miami, FL location. This role is pivotal in developing data-driven analysis and coordinating medium to long-term forecasting processes. The Lead Analyst will play a critical role in identifying key strategic areas for business development and overseeing process improvements. The position requires driving performance assessment and informed decision-making through the management of main financial drivers, including Balance Sheet and Profit and Loss (P&L) items. The Lead Analyst will compile and analyze critical performance data for Citi in the Latin America (LATAM) region, focusing on market share, client penetration, and macroeconomic trends. This role involves partnering with LATAM senior management, including regional and country groups, as well as global teams, to coordinate and manage the financial analytics and reporting processes for LATAM. The analyst will track the performance of Citi's businesses on a country-by-country basis, identifying early warning signs for product strategy issues, expense allocation risks, or macroeconomic problems. Additionally, the Lead Analyst will coordinate forecasting exercises, including financial reviews of businesses, and provide mechanisms to monitor performance against targets to support long-term and near-term decision-making with regional, country, and global teams. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols.

Responsibilities

  • Develop data-driven analysis and coordinate medium and long-term forecasting processes.
  • Identify key strategic areas for business development and oversee process improvements.
  • Drive performance assessment and informed decision-making through management of financial drivers including Balance Sheet and P&L items.
  • Compile and analyze critical performance data for Citi in LATAM, including market share, client penetration, and macroeconomic trends.
  • Partner with LATAM senior management and global teams to manage financial analytics and reporting processes for LATAM.
  • Track performance of Citi's businesses on a country-by-country basis and identify early warning signs for product strategy issues.
  • Coordinate forecasting exercises and provide mechanisms to monitor performance against targets.

Requirements

  • Bachelor's degree in Business Administration, Finance, Economics, or a related field and five years of experience in the financial services industry.
  • Experience managing and tracking business financials and developing long-term strategic plans to improve efficiency and profitability.
  • Experience coordinating headcount and expense forecasting for senior management.
  • Experience booking, consolidating, reporting, and accessing business performance data related to profit & loss and business drivers.
  • Experience leading financial data transformation from multiple platforms into standard reporting using Knime and Tableau.
  • Experience generating analytics for business performance including variance analysis for annual plans and quarterly/monthly outlooks.

Nice-to-haves

  • Master's degree in Business Administration, Finance, Economics, or a related field with three years of experience in the financial services industry.

Benefits

  • Paid holidays
  • Disability insurance
  • Health insurance
  • Dental insurance
  • 401(k)
  • Paid time off
  • Vision insurance
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