Global Wealth - Heredia, Costa Rica - Citi

    Citi
    Citi Heredia, Costa Rica

    Encontrado en: Talent CR S2 - hace 1 semana

    citi background
    De jornada completa
    Descripción

    Key Responsibilities

    Support the Wealth business working closely with key stakeholders (e.g., FP&A lead, Client Segment LFOs, Product/Investment finance staff, Wealth Chief Operating Office, O&T and GF) to optimize decision making in a highly competitive and changing market environment and deliver on financial targets. Examples of critical activities includes investment prioritization and approval; productivity and Wealth finance transformation; BAU performance tracking and review; Quarterly Forecasting (QMMF) and outlook processes. Specific areas of focus will be:

  • Support and challenge senior leaders on decision making regarding Citi BAU expense performance, return on the investments, and contribution to Citi's BAU, future and transformation agenda
  • Analyze investment spend and financial productivity, specifically gaining a deeper understanding of investments, outcomes and benefits and efficiency actions and savings across the firm
  • In depth analysis of investments providing insightful decision support analytics that will inform prioritization and funding
  • Develop enhanced governance process around productivity actions
  • Participate in work to drive organizational health including review of organizational construct and operating model
  • Participate in the quarterly earnings process including build out of materials, understanding financials and overall external messaging
  • Partner with key stakeholders (mainly lead financial officers, LFO's), to drive understanding and impact of investments and productivity actions
  • Act as a primary contact to Corporate FP&A in the required reporting and analysis of investments and productivity
  • Qualifications

  • Bachelor's degree in Business / Finance or equivalent. MBA preferred, but not required
  • Minimum 10 years of experience. Financial Services industry and Financial Planning & Analysis experience are required
  • Financial statements knowledge required
  • Exceptionally strong stakeholder management, influencing and executive-level communication skills (written and verbal)
  • Exceptionally strong clear/critical thinking, problem-solving, and analytical skills, including data manipulation
  • Strategic thinker
  • High level of attention to detail
  • Comfortable with automation, business intelligence and business analytics tools and solutions
  • Comfortable with financial systems
  • Advanced Excel/PowerPoint skills
  • Superior time management and prioritization skills, ability to coordinate and manage, and ability to anticipate roadblocks and identify solution
  • Advanced English Skills Required
  • Job Family Group:

    Finance

    Job Family:

    Financial Planning & Analysis

    Time Type:

    Full time