Banamex/ FP & A Intmd. Analyst - C11 - CIUDAD DE MEXICO

Citi; United States; Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Planning and Analysis Intermediate Analyst to provide insights into financial results and performance. This role involves analyzing financial data, developing planning processes, and generating reports for senior management and the Board of Directors. The ideal candidate will have strong analytical skills and experience in financial services, utilizing tools and methodologies to drive informed business decisions. Join a dynamic team where you can apply your expertise and contribute to strategic financial planning in a collaborative environment.

Qualifications

• 2-5 years of experience in accounting and/or finance.
• Strong analytical skills and proficiency in Excel and PowerPoint.

Responsibilities

• Analyze financial performance of Citi and its competitors.
• Develop annual planning and periodic forecasting processes.
• Conduct ad hoc analyses for strategic issues.

Skills

Analytical Skills

Data Analysis

Financial Reporting

Communication Skills

Microsoft Excel

Microsoft PowerPoint

Education

Bachelor’s degree

Tools

Financial Analytical Tools

Microsoft Office

Job description

The Financial Planning and Analysis Intermediate 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 apply analytical thinking, data analysis skills, and methodologies to create and analyze reports that assess Citi’s performance against forecasts.

Responsibilities:

• Analyze Citi’s and its competitors’ financial performance.
• Develop and coordinate the annual planning and periodic forecasting processes, reviewing results against plans monthly, including annual budget planning and monthly estimates.
• Generate flash results and highlights for Board of Directors’ reports and Executive Management reports.
• Conduct ad hoc analyses and address strategic issues related to Planning and Analysis processes.
• Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplements, and Quarterly Investment Reports.
• Use metrics to evaluate proposed business decisions.
• Execute time-critical activities for client-facing Financial Planning and Analysis teams.
• Assist in preparing materials for internal senior leadership reviews and external regulator reviews.
• Operate with limited supervision, exercising judgment and autonomy.
• Serve as SME to senior stakeholders and team members.
• Assess risks appropriately when making business decisions, ensuring compliance with laws, regulations, policies, and ethical standards; escalate and manage control issues transparently.

Qualifications:

• 2-5 years of experience in accounting and/or finance.
• Experience in financial services preferred.
• Knowledge of financial, analytical, and reporting tools.
• Proficiency with Microsoft Office applications, especially Excel and PowerPoint.
• Strong analytical skills.
• Excellent written and verbal communication skills.

Education:

• Bachelor’s degree or equivalent experience.

This job description provides a high-level overview of the role. Additional duties may be assigned as needed.