BANAMEX FP&A Lead Analyst for Treasury-Data C13
The Financial Planning and Analysis Senior Manager is a senior professional position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to manage professional team(s)/department(s) and apply analytical thinking/knowledge of data analysis methodologies to create and analyze reports that gauge Citi’s alignment with forecasted performance.
Responsibilities:
- Conduct management activities for a mid-size team such as training, evaluations, hiring, disciplinary actions, and termination of team members
- Conduct analysis of Citi’s/Citi’s competitors’ financial performance
- Generate flash results/highlights of analytics for Board of Directors’ reports and Executive Management reports
- Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
- Develop and coordinate performance reporting/processes; reviews results against plans monthly
- Oversee the estimation of risk capital and incorporate results into management reports and decision processes
- Provide advice to internal clients on the implications of business trends, issues, operating environment changes, and firm/business unit strategy
- Has the ability to operate with a limited level of direct supervision.
- Can exercise independence of judgement and autonomy.
- Acts as SME to senior stakeholders and /or other team members.
- Ability to manage teams.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
- 6-10 years of relevant experience
- Previous supervisory experience
- Proficient computer skills with a focus on Microsoft Office applications
- Effective verbal and written communication skills
- Demonstrated presentation skills
- Demonstrated analytical skills
- Demonstrated organizational and project management skills
Education:
- Bachelor's Degree/University degree or equivalent experience
- Master’s degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Responsabilidades:
- Crear informes financieros y encontrarse con el equipo de finanzas para sintetizar claramente las tendencias financieras y proporcionar conocimientos a la gerencia sénior.
- Ejecutar la estimación del capital de riesgo e incorporar los resultados a los informes de la gerencia y los procesos de decisión.
- Ejecutar análisis de rentabilidad de los productos y brindar asesoramiento en torno a decisiones importantes sobre el negocio y los productos.
- Realizar análisis sobre el desempeño financiero de Citi y sus competidores.
- Asesorar sobre la estrategia de dirección y proporcionar orientación sobre decisiones importantes del negocio o los productos.
- Ejecutar análisis de los planes estratégicos y operativos a 3 años, las estimaciones de ingresos netos antes de provisiones (Pre-Provision Net Revenue, PPNR) y análisis y revisión integral de capital (Comprehensive Capital Analysis and Review, CCAR), las nuevas estimaciones de mitad de año y las perspectivas bimensuales junto con los equipos de análisis y planificación financiera del segmento, el negocio y el país.
Requisitos:
- Entre 6 y 10 años de experiencia relevante.
- Industria: Sector Financiero, Bancario etc
- Tipo de Rol: FP&A Lead Analyst for Treasury-Data
- Conocimientos en Tesorería, ALM, liquidez, retornos sobre capital, tasas
- Conocimientos en análisis de datos y herramientas de data (Knime, Tableau, SAS, SQL, o afin)
- Habilidades eficaces de negociación y de comunicación verbal y escrita.
- Experiencia en la materia en relación con las análisis y manejo de datos.
- Habilidades eficaces de administración de proyectos.
- Perfil analítico, autogestión, atención al detalle, organización, trabajo en equipo, resiliencia.
- Habilidades eficaces de administración de relaciones y de influencia.
- Inglés Intermedio (principalmente escrito)
Recomendaciones:
- Revisa y analiza con detenimiento el Job Posting y si cumples con los requisitos no dudes en aplicar.
- El job posting estará publicado 5 días hábiles y tiene fecha de vencimiento para poder postular.
- Asegúrate de adjuntar tu CV y actualizar tu perfil en WD.
- Tener disponibilidad en los canales de comunicación oficiales (email, celular o teams).
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Job Family Group:
Finance------------------------------------------------------
Job Family:
Financial Planning & Analysis------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
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