The Financial Planning and Analysis Analyst is an entry level position responsible for assisting in providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize knowledge to create reports/analyses that gauge Citi’s alignment with forecasted performance.
Responsibilities:
- Assist with reviewing Citi’s financial performance
- Assist with flash results and related highlights
- Facilitate various ad hoc analyses
- Aid in the annual planning and periodic forecasting processes and review results against plans monthly
- Aid analysis by using metrics to evaluate proposed business decisions
- 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.
Qualifications:
- Prior experience in accounting and/or finance field
- Proficient computer skills with a focus on Microsoft Office applications
- Demonstrated analytical skills
- Consistently demonstrates clear and concise written and verbal communication skills
Education:
- CA or MBA or equivalent Bachelor’s degree/University degree or equivalent experience
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: Finance------------------------------------------------------
Job Family:Financial Planning & Analysis------------------------------------------------------
Time Type:Full time------------------------------------------------------
Most Relevant Skills Budgeting, Business Acumen, Data Analysis, Digital Skills (Including AI), Financial Analysis, Financial Modeling, Management Reporting, Process Execution, Risk Management Lifecycle, Stakeholder Management.------------------------------------------------------
Other Relevant Skills Constructive Debate, Data Storytelling, Problem Solving, Risk Management.------------------------------------------------------
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.
Skills Required
- Prior experience in accounting and/or finance field
- Proficient computer skills with focus on Microsoft Office applications (Excel, PowerPoint, Word)
- Demonstrated analytical skills
- Clear and concise written and verbal communication skills
- CA or MBA or equivalent Bachelor's degree or equivalent experience
Citi Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.
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Healthcare Strength — Benefits coverage is positioned as comprehensive, including health, dental, and vision insurance plus on-site clinics, prescription drug support, and disability coverage. Family-building support such as fertility assistance is described as a notable differentiator within the overall package.
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Retirement Support — Retirement benefits are framed as strong, highlighted by a 401(k) with matching and additional plan options like a Roth 401(k). Financial support is reinforced through discounts and broader financial guidance resources tied to the benefits ecosystem.
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Wellbeing & Lifestyle Benefits — Wellbeing support extends beyond insurance through programs like an Employee Assistance Program, counseling/legal resources, and gym or wellness reimbursement. These offerings increase the perceived total rewards value even when cash compensation sentiment varies by role.
Citi Insights
What We Do
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
