BANAMEX Finance Analysis & Insights Analyst

Citi; United States; Remote; USD 80,000 - 120,000; Full time

Job summary

A leading financial institution is seeking a Financial Planning and Analysis Senior Analyst to provide insights into financial results and enhance finance processes. The role involves generating reports, supporting strategic decision-making, and ensuring compliance with financial regulations. Ideal candidates will have strong analytical skills and a Bachelor's degree in finance or a related field.

Qualifications

• 5-8 years of experience with financial platforms.
• Proficiency in Microsoft Office.
• Ability to identify trends and generate insights.

Responsibilities

• Generate and analyze reports for management.
• Contribute to Quarterly Competitor Reviews and Investment Reports.
• Participate in budget forecasts and strategic plans.

Skills

Data analysis

Presentation skills

Communication

Collaboration

Problem-solving

Education

Bachelor’s degree in finance, accounting, or related field

Tools

SAS

Knime

Tableau

General Ledger Systems

Job description

The Financial Planning and Analysis Senior Analyst is a key role responsible for providing management with analysis and insights into Citi’s financial results, in collaboration with the broader Finance team. The role involves generating and analyzing reports, developing new techniques to improve processes, and supporting strategic decision-making.

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 and Executive reports.
4. Develop and review processes such as annual planning and forecasting, comparing results against plans monthly.
5. Participate in budget forecasts, strategic and operating plans, and monthly outlooks.
6. Oversee risk capital estimation and incorporate results into management metrics.
7. Analyze management review presentations for Regions and Products.
8. Execute activities for client-facing FP&A teams.
9. Prepare review materials for leadership and regulators.
10. Operate with limited supervision, exercising judgment and autonomy.
11. Serve as SME to stakeholders and team members.
12. Assess risk in business decisions, ensuring compliance and ethical standards, and escalate issues transparently.

Qualifications:

1. 5-8 years of experience with financial platforms.
2. Proficiency in Microsoft Office.
3. Strong presentation skills.
4. Excellent written and verbal communication.

Education:

• Bachelor’s degree or equivalent experience.

Additional Role Description:

Finance Analysis & Insights Analyst – C12

About the Job

Seeking a Financial Analyst reporting to FP&A Central Manager to develop initiatives enhancing finance processes, ensuring data quality, and automating processes for operational efficiency.

Key Responsibilities

• Monitor month-end processes for US + Local GAAP, ensuring accuracy and timeliness.
• Validate and upload planning scenarios, execute activities accordingly.
• Develop requirements for financial views, drivers, and reports.
• Configure digital tools for IPO readiness.
• Review process flows with relevant teams.
• Collaborate with Technology teams on financial projects.
• Identify automation opportunities, especially related to FX processes.
• Report on project updates and implement process automation.

Experience & Skills:

• Experience in data analysis within banking or financial institutions.
• Ability to identify trends and generate insights.
• Proficiency in SAS, Knime, Tableau, and General Ledger Systems.
• Knowledge of financial regulations and reporting standards.
• Strong interpersonal and collaboration skills.
• Adaptability and problem-solving abilities.

Education and Certifications:

• Bachelor’s degree in finance, accounting, or related field.

Additional Information:

Job Family Group: Finance

Job Family: Financial Planning & Analysis

Time Type: Full-time

Citi is an equal opportunity employer. Qualified candidates will be considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other protected characteristics. For accommodations, review Accessibility at Citi. See Citi’s EEO Policy and Know Your Rights.