Financial Planning & Analysis Role - Captive Unit

Job Purpose:

- The purpose of the role will be to perform key activities (as described below) supporting the Planning and Analysis (P&A) function, across all products and countries.

- The goal is to either become a part of already established team in Mumbai or migrate FP&A activities performed across various locations globally and to consolidate them in Mumbai.

Overtime, the teams would:

- Drive the standardization and improvement of activities to generate efficiency and re-engineering saves

- Provide analysis and insights into Business results

Development Value:

- Opportunity to join one of the leading financial Institutions in the world which prides itself on people development and mobility

- The role also provides a fantastic opportunity to build a career within the Finance Division and gain a holistic and deep knowledge and understanding of various businesses in Citi

- Interaction with people at all levels from different areas of the organization (finance, business, and infrastructure)

- The role provides a diverse and varied work coverage including monthly reporting, presentations, forecasting and ad hoc analysis

- Opportunity to work in a matrix organization working with regional and country teams

Qualifications

Knowledge/Experience:

- Good financial analysis and management reporting background

- Experienced in Microsoft Office (including PowerPoint and Excel)

- Experience of working with financial data and knowledge of financial reporting tools

- Essbase, Business Objects would be a plus

- Interest in business and economic environment

Education:

- Professional degree equivalent to CA/MBA Finance

Skills:

- Effective communication skills

- Strong analytical and problem solving skills

- Attention to detail is an essential part of the job

- Adaptability, multitasking and project management skills

- Demonstrate an ability to learn and desire to develop and improve by challenging status quo

- Interpersonal skills (ability to work with colleagues at all levels across multiple locations)

Key Responsibilities:

Performance Measurement Reporting and Analytics:

- Analyzing, investigating and explaining key movements and trends in P&L lines

- Preparation of monthly financial metrics and key business drivers specific to different products/functions

- Providing financial support to Business/Functions and assist them in decision making

- Preparation of various Reports to support the Management needs and ensuring timely adherence to deadlines

- To provide commentaries and business insights on variance under different scenarios and time periods

- Track and provide insight on business productivity(efficiency saves) and projects driven by business

- To coordinate with various stakeholders to right align the headcount, dollars and business structure within reporting systems periodically

- Preparation of monthly Management packs, review decks and getting into discussions with Finance Management, as necessary

Budgeting and Forecasting Process:

- Working with Country Regional Managers to create and review monthly and quarterly outlook and annual financial plans, including reporting and analysis to explain changes against given baselines

Month End Oversight Activities:

- Assist in key month end activities including interaction with the Controllers to provide oversight of completeness and accuracy of underlying management information

- Support various teams with key Management reporting as appropriate

- Working as part of a diverse team spread across the region, interaction with a wide range of people including Regional/Global Finance Owners

Transitions and Client Management:

- Ensuring smooth transition of activities from various stakeholders within Mumbai COE or from onshore location

- Drive various Process efficiencies through standardization and re-engineering of activities

- Effective Client relationship and demand management to be able to meet the needs of various stakeholders

- To ensure good quality, accuracy, timeliness and value addition in all the Process related activities

Anshu Mittal