BANAMEX Finance Information Solutions Analyst – C12

Citi; United States; Remote; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Financial Planning and Analysis Senior Analyst to provide insights into financial results. This role involves generating reports, developing planning processes, and collaborating with stakeholders to enhance financial workflows. Candidates should possess strong analytical skills, proficiency in financial platforms, and the ability to communicate effectively with diverse teams. Join a dynamic environment where your contributions will directly impact strategic decisions and financial performance.

Qualifications

• 5-8 years of experience with various financial platforms.
• Strong presentation and communication skills are essential.
• Bachelor’s degree or equivalent experience required.

Responsibilities

• Generate reports and analysis for management decision-making.
• Develop and coordinate planning processes and forecasts.
• Act as a subject matter expert for senior stakeholders.

Skills

Financial Analysis

Microsoft Office

Presentation Skills

Communication Skills

Data Management

Team Collaboration

Education

Bachelor’s degree in finance

Bachelor’s degree in mathematics

Bachelor’s degree in statistics

Bachelor’s degree in computer science

Tools

Knime

Tableau Prep

Appian

AB-Initio

Job description

The Financial Planning and Analysis Senior Analyst is an intermediate level position responsible for providing management with analysis and insights into 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 workflows.

Responsibilities:

1. Address strategic issues on an ad hoc basis that complement regular planning and analysis processes.
2. Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports.
3. Generate flash results/highlights for Board of Directors’ reports and Executive Management reports.
4. Develop and coordinate processes such as annual planning and periodic forecasting, reviewing results against plans monthly, including business analysis by Business Unit Managers (BUMs).
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 report metrics for decision-making.
7. Analyze key management review presentations for Regions and Products.
8. Execute time-critical activities for client-facing FP&A teams.
9. Assist in developing review materials for internal leadership and external regulator reviews.
10. Operate with limited supervision, exercising independence of judgment and autonomy.
11. Act as SME to senior stakeholders and team members.
12. Assess risks when making business decisions, ensuring compliance with laws, regulations, and policies, and escalating control issues transparently.

Qualifications:

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

Education:

• Bachelor’s degree or equivalent experience.

This high-level description covers typical duties; other tasks may be assigned as needed.

Additional Role - Financial Analyst:

Reporting to the FP&A Central Manager, this role involves developing initiatives to enhance financial processes related to local closing and IPO setup, focusing on data efficiency and process consolidation.

Key Responsibilities:

1. Develop information processes for data ingestion, processing, and consolidation aligned with user requirements.
2. Develop ETL processes using tools like Knime, Tableau Prep, Appian, or AB-Initio.
3. Design and develop complex financial workflows and technical requirements for FP&A tools.
4. Engage with stakeholders to improve information architecture and monitor performance.
5. Collaborate with the Tech team within an Agile framework.

Experience:

1. Proficiency in coding and workflow tools (Knime, Appian, Tableau Prep, AB-Initio).
2. Experience in data cleansing, transformation, and preparation.
3. Knowledge of Data Management and ERP systems with a financial focus (at least 3 years).
4. Troubleshooting and performance optimization skills.

Education and Certifications:

• Bachelor’s degree in finance, mathematics, statistics, or computer science-related field.

Skills:

• Ability to manage tasks systematically.
• Effective interaction with diverse personalities.
• Team collaboration to achieve goals.