BANAMEX Finance Analysis & Insights Analyst

Citigroup Inc.; Ciudad de México; Presencial; USD 60,000 - 85,000; Jornada completa

Descripción de la vacante

A leading financial institution is seeking a Financial Planning and Analysis Senior Analyst to provide insights into financial results and support strategic initiatives. The role involves generating reports, analyzing data, and participating in budgeting and forecasting processes. Ideal candidates will have 5-8 years of experience, strong communication skills, and proficiency in financial platforms and Microsoft Office.

Formación

• 5-8 years of experience with various financial platforms.
• Proficiency in Microsoft Office.
• Strong presentation skills.
• Excellent written and verbal communication skills.

Responsabilidades

• Generate and analyze reports, developing techniques to improve processes.
• Participate in annual budget and strategic planning processes.
• Prepare review materials for leadership and regulatory reviews.

Conocimientos

Financial platforms

Presentation skills

Written communication

Verbal communication

Educación

Bachelor’s degree or equivalent experience

Herramientas

Microsoft Office

Descripción del empleo

The Financial Planning and Analysis Senior Analyst is an intermediate position responsible for providing management with analysis and insights into Citi’s financial results, in coordination with the broader Finance team. The role involves generating and analyzing reports, developing new techniques to improve processes, and supporting strategic financial initiatives.

Responsibilities:

1. Address strategic issues on an ad hoc basis, complementing regular planning and analysis processes.
2. Contribute to Quarterly Competitor Reviews, Annotated Supplements, and Investment Reports.
3. Generate highlights for Board reports and Executive Management reports.
4. Develop and review processes such as annual planning and forecasting, comparing results against plans monthly, including business analysis by Business Unit Managers.
5. Participate in annual budget, CCAR PPNR forecasts, 3-year strategic and operating plans, and monthly outlook processes.
6. Oversee risk capital estimation and incorporate results into management reports for decision-making.
7. Analyze management review presentations for regions and products.
8. Execute critical activities for client-facing FP&A teams.
9. Prepare review materials for leadership and regulatory reviews.
10. Operate with limited supervision, exercising independent judgment and acting as SME to stakeholders.
11. Assess risks in business decisions, ensuring compliance with laws, regulations, and policies, and escalating issues transparently.

Qualifications:

• 5-8 years of experience with various financial platforms.
• Proficiency in Microsoft Office.
• Strong presentation skills.
• Excellent written and verbal communication skills.

Education:

• Bachelor’s degree or equivalent experience.

This high-level overview may include additional duties as required.