Financial Planning & Analysis- GPO | Process Execution- C13 (BI-935)

Financial Planning & Analysis- GPO | Process Execution- C13 (BI-935)

15 Sep

15 Sep



Process Execution

This is an excellent opportunity for a results oriented Finance leader to join the center for Financial Planning & Analysis (FP&A;) for all Citigroup businesses and functions globally. The Mumbai FP&A; teams form a critical part of Citi’s FP&A; function and are driving progress towards achieving FP&A; 2020 vision of becoming a strategic business advisor. The Mumbai FP&A; teams are building on existing relationships with Finance leads globally and enabling decision making. The teams focus on improving efficiency and effectiveness of the forward looking processes and generate business insights for all Citi businesses. The senior resources in Mumbai FP&A; teams will be required to lead the transformation,

build partnerships and drive discussions with Finance / business seniors, and enhance knowledge and skillsets of team members to achieve the 2020 vision.

This role will be responsible for structuring, defining and overseeing all forward looking processes across Citi from Mumbai with no oversight from onshore teams. This will require direct interaction with senior FP&A; heads, Treasury, Tax, Risk leads and all other stakeholders involved with Citi’s forward looking processes including Operating Plan, Strategic Plan, Outlook, Plan Functional, etc. This role will interact directly with Citi FP&A; Forward Looking GPO and Global FP&A; head on a regular basis on decisions related to forward looking processes.

Role Outline / Job Profile:

Work with the Forward Looking GPO team to drive execution of all Forward Looking processes globally from Mumbai working with Mumbai Transformation and GPO lead (with no onshore oversight)

Partner with the Global and Mumbai FP&A; Global Process Owner (GPO) to structure annual Operating Plan process and Mid-Year Forecast (MYF) to articulate expected outcomes and to integrate with capital planning processes

Coordinate with the regional / global FP&A; heads for products and functions, Treasury, Risk and other partners to define the detailed calendar and guidelines for the annual operating plan and MYF processes; ensure that key milestones representing interim reviews with regional and global product CFOs and Business heads are incorporated prior to the reviews with Citi CFO and Citi CEO respectively. Ensure that the interdependencies between the various groups and systems are considered and built into the calendars.

Partner with Corporate team to ensure that the firm wide outlook process calendar and guidelines incorporate the views /requirements of Global FP&A; head and Citi CFO

Support the global strategic FP&A; transformation programs and partnerships with Risk, Capital and Treasury teams

Support the relevant stakeholders and ensure awareness and alignment with the risk and controls requirements for the forecasting process

Knowledge of risk and control frameworks and knowledge of best practices to implement controls including designing process controls and drive automation of controls for all planning processes

Support in documenting the governance initiatives, including addition of control requirements within the Business Planning process, through appropriate documentation of controls requirements within the process maps and instructions deck.

Manage/ report ARCMs that should form part of the Forward looking processes

Support/ Report adherence to Mumbai FP&A; center’s risk and control requirements by the team

Play an impactful role within the Mumbai FP&A; Analytical center to drive center wide initiatives and be an advisor to the leadership team

Experience / Knowledge / Skills:

Chartered Accountant or MBA – Finance with at least 12+ years of FP&A; experience

Should have worked in a senior role with a global / regional Bank and should have good knowledge of Citi businesses

Complete understanding of Citi Finance objectives and importance of FP&A; processes in achieving them

Prefer strong and in-depth knowledge and understanding of Finance processes, systems and data structures

Strong Understanding of FP&A;, Treasury, Tax, Risk processes and their impact on Forecasting processes

Ability to work with stakeholders at different levels (ranging from FP&A; heads to middle management) and resolve contentious items expeditiously in a tactful manner

Experience in working with FP&A; heads, Corporate teams and senior stakeholders globally

Strong communications (written, verbal and interpersonal) skills, including tact, diplomacy, and ability to influence senior-level executives

Integrity, maturity, dependability, a positive professional attitude

Experience in driving process improvement programs and demonstrated ability to influence key stakeholders without authority

Excellent organizational and project management skills

Track record of success in delivering high-quality work in a fast-paced and dynamic environment

Exposure to R&C; aspects and ability to view the process from a macro level and drill deeper within process maps to analyze control gaps

Ability to multi-task effectively and efficiently


Job Family Group:



Job Family:

Financial Planning & Analysis


Time Type:


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

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