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The candidate will be an integral member of the FP&A Process and System Improvement team report directly to the FP&A Process and System Improvement Lead.
The FP&A Process and System Improvement team will support FP&A leadership by improving Decision Effectiveness, Process Efficiency, and Stakeholder Experience:
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Decision Effectiveness: Empower stakeholder decisions with actionable insights delivered through a scalable, robust analytical platform
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Process Efficiency: Streamline, automate and integrate firmwide planning and reporting, in support of a fast-paced, high-performing team
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Stakeholder Experience: Foster a collaborative and solution-oriented mindset to drive exceptional results for internal and external stakeholders
The candidate will actively participate and drive critical engagements with FP&A, the wider Finance organization, and other functions in collaboration with the FP&A System and Process Improvement Lead
Responsibilities:
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Strategic Analysis & Problem Solving:
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Analyze existing processes and data to identify areas for improvement.
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Identify opportunities to optimize operating models and organizational structures
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Perform detailed data analysis to support initiatives and generate strategic insights
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Develop clear, concise, and impactful presentations and executive-level documents to effectively communicate complex concepts
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Project Execution & Stakeholder Management:
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Structure and execute own workstream
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Anticipate issues and put in place mitigation strategies
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See dependencies and connectivity across workstreams to execute accordingly
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Develop and maintain rigorous project plans and manage tactical project needs, managing across resource, time and relationships
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Collaborate effectively with team members and cross-functional stakeholders to gather information, validate findings, and support the implementation and adoption of recommendations and solutions
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Risk & Control Stewardship:
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Appropriately assess risk when business decisions are made
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Demonstrate consideration for the firm's reputation and safeguarding Citigroup (and its clients and assets)
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Drive compliance with applicable laws, rules and regulations
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Adhere to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Qualifications:
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Experience: 3 - 6 years of experience within financial institutions or as a consultant serving the financial services industry. Financial Planning & Analysis experience is a plus.
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Education: Bachelor’s degree from a top-tier university in a STEM, Business, Finance, Economics, Accounting, or another analytical discipline, with a strong academic record. An advanced degree is a plus.
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Analytical & Problem-Solving Skills:
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Proven ability to conduct detailed analysis, identify issues, and contribute to developing practical solutions
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Adept at creating clear and impactful presentations using PowerPoint to convey information.
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Strong analytical skills with proficiency in MS Excel for complex data manipulation, analysis, and basic financial modeling.
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Communication:
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Demonstrated written and verbal communication skills to influence and engage senior stakeholders effectively through clear, concise, and compelling narratives
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Project Support & Collaboration:
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Demonstrated experience in working on transformative initiatives and working effectively as part of a collaborative team
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Strong organizational skills with the ability to manage multiple tasks, prioritize effectively, and meet deadlines
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Personal Attributes:
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Driven, proactive, detail-oriented, eager to learn, and adapt to new challenges
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A strong team player with a collaborative mindset, committed to collective success
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Risk & Control Orientation: Solid understanding of fundamental financial controls, risk management principles, and regulatory requirements
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Business Strategy, Management & Administration
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Job Family:
Business Process Re-Engineering
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Time Type:
Full time
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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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.
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