Financial Planning and Analysis - BAU

Citibank - More jobs by this advertiser
Financial Planning and Analysis - BAU-18017092

Job Purpose:

  • This is an excellent opportunity for a results oriented Finance leader to join the center for Financial Planning and 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 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 change management effort, drive discussions with Finance/business seniors and enhance knowledge and skillsets of existing team members

About FP&A:

  • The FP&A function is responsible for partnering with business heads and CEOs/CFOs to manage the quarterly outlooks and forecasts, a 3-year Strategic Plan and annual operating plan integrated with the CCAR processes. Additionally, FP&A teams act as advisor to business/finance heads to develop strategy, monitor business performance, identify opportunities for improvement and drive strategic initiatives
  • The FP&A function partners with the CFOs and Finance heads to prepare and conduct insightful business reviews with business heads on a regular basis and also prepares materials and themes for the quarterly earnings discussions
  • The FP&A function collaborates with all functions supporting the business (e.g. Operations, Technology, Sales, Product Management, Risk, etc.) to align their performance/initiatives

Role Outline/Job Profile:

  • Lead Mumbai FP&A team to deliver core FP&A activities
  • Partner with Finance leads and FP&A heads to support the achievement of key business and financial goals
  • Lead the transformation of the Mumbai FP&A to provide business insights to businesses and finance teams globally and progress towards achieving FP&A vision
  • Manage close working relationship with the CFO’s, LFO’s and finance leads on all aspects particularly talent strategy and operating model
  • Establish ongoing process to continue to build team’s understanding of businesses and build a track record of providing high quality and actionable business insights
  • Participate and lead key initiatives across the Mumbai FP&A center
  • Promote and drive talent development and mobility within the FP&A teams

Core Responsibilities:

  • Lead the Mumbai FP&A team to own core forward looking processes including annual plan, monthly outlooks and CCAR related processes
  • Lead the Mumbai FP&A teams to ensure greater involvement and ownership of performance management processes including periodic business reviews with finance and business heads, quarter end earnings preparation and monthly business performance reviews
  • Partner with finance heads globally to drive strategic initiatives to re-align business performance with established annual and multi-year strategic targets
  • Drive FP&A transformation efforts as part of continuous process improvements and partnering with other teams to create tools/capabilities required to generate insights
  • Establish effective talent management programs to grow existing staff’s capabilities and to attract high performing resources from external sources
  • Ensure 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
  • Manage large finance/analytical team supporting core planning and analysis across all regions of Citigroup
  • Interaction with people at all levels from different areas of the organization (finance, business, risk etc.)
  • Participating in conducting training sessions on Policy/Analysis for the Analysts/Junior Analysts in the team
  • Demonstrates a comprehensive understanding of country, regional, and global stakeholders and their needs
  • Thinks of new solutions and mechanisms to meet stakeholder needs
  • Analyses stakeholder feedback and improves products and the Service Delivery Model to enhance stakeholder satisfaction levels
  • Clarifies stakeholder requirements and develops approaches to address them
  • Approaches problem in an informed and logical manner for its solution and differentiate problems and their symptoms
  • Collects information from different sources to identify patterns, trends and solutions
  • Fosters and facilitates collaborative problem solving and decision making
  • Integrates and synthesizes potentially conflicting information to arrive at clear and timely decision
  • Brings cross-disciplinary knowledge to bear on business issues and opportunities
  • Sponsors unconventional ideas/projects that may lead to organizational breakthroughs, applies vision and entrepreneurial skills to identify and implement new and innovative approaches to drive business results
  • Acknowledges differing points of views and assertively takes measures to resolve them by developing concurrence across teams and hence looking for win-win solutions
  • Encourages diversity of views, opinions and styles to foster members to take initiative and collaborate with others to solve problems



  • Chartered Accountant or MBA – Finance with at least 9 years of FP&A experience
  • Should have worked in a senior role with a Bank and should have good knowledge of banking products
  • Highly articulate in verbal presentations as well as written communications
  • Demonstrated strength in detailed financial analysis
  • Strong communications (written, verbal and interpersonal) skills, including tact, diplomacy, and ability to influence senior-level executives
  • Integrity, maturity, dependability, a positive professional attitude
  • A leader who will implement initiatives effectively and motivate others to carry out their work
  • Excellent organizational and project management skills
  • Strategic mindset to integrate business strategy into all communications
  • Track record of success in delivering high-quality work in a fast-paced and dynamic environment
  • Ability to multi-task effectively and efficiently
  • Knowledge of Citi Financial systems, processes and structures a plus
  • Past experience managing mid-sized teams

22 May 2019
Location: India Marche Mumbai
Work type:
Full time
Banking and Financial Services
Finance / Accounting
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

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