Banamex Personal Lending FP&A Senior Analyst

Citibank (Switzerland) AG; México; Presencial; Confidencial; Jornada completa

Descripción de la vacante

Citibank (Switzerland) AG is seeking a Financial Planning and Analysis Senior Analyst to provide management with insights into Citi’s financial results and coordinate with the broader Finance team. The role involves developing plans, forecasting monthly results, and preparing highlights for leadership.

You will act as a SME to senior stakeholders, exercise independent judgment, ensure risk considerations are integrated in decisions, and support regulator reviews with clear, concise analysis.

Formación

• 5–8 years of experience with financial platforms.
• Proficient with Microsoft Office applications.
• Strong presentation, written and verbal communication skills.

Responsabilidades

• Address strategic issues on ad hoc basis to support planning and analysis.
• Contribute to quarterly reviews and investor reports.
• Develop and coordinate planning and forecast processes and review results monthly.

Conocimientos

Budgeting

Business Acumen

Data Analysis

Digital Skills

Financial Analysis

Financial Modeling

Management Reporting

Process Execution

Risk Management Lifecycle

Stakeholder Management

Educación

Bachelor’s degree/University degree or equivalent experience

Herramientas

Microsoft Office

SAS

Knime

Tableau

Descripción del empleo

The Financial Planning and Analysis Senior Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the development of new techniques to improve processes and work-flow.

Responsibilities

• Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes
• Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
• Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
• Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs)
• Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process
• Oversee the estimation of risk capital and incorporate results into management report metrics for decision processes
• Analyze key management review presentations for individual Regions and Products
• Execute time critical activities for client facing Financial Planning and Analysis teams
• Contribute to the development of review material for internal leadership and external regulator reviews
• Has the ability to operate with a limited level of direct supervision.
• Can exercise independence of judgement and autonomy.
• Acts as SME to senior stakeholders and/or other team members.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• 5-8 years of experience working with a variety of financial platforms
• Proficient with Microsoft Office applications
• Demonstrated presentation skills
• Consistently demonstrates clear and concise written and verbal communication skills
• Education: Bachelor’s degree/University degree or equivalent experience
• This job description provides a high-level review of the types of work performed.
• Other job-related duties may be assigned as required.

Additional Requirements (Spanish)

• Experiencia en FP&A y trabajando en cierres contables (cargos, créditos, abonos).
• Experiencia deseable en manejo de bases de datos (SAS, Knime, Tableu).
• Escolaridad económico -administrativas, contabilidad y/o afín.
• Manejo de inglés.

Job Family Group

Finance

Job Family

Financial Planning & Analysis

Job Type

Full time

Key Skills

• Budgeting
• Business Acumen
• Data Analysis
• Digital Skills (Including AI)
• Financial Analysis
• Financial Modeling
• Management Reporting
• Process Execution
• Risk Management Lifecycle
• Stakeholder Management

Equal Opportunity Statement

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.