Wealth Financial Planning and Analysis - C12 Assistant Vice President

Apr 21, 2024
Apr 23, 2024
Work Mode
Work from office
Full Time
Organization Type

Job Purpose:

An excellent opportunity for individuals seeking a career within Citigroup and more specifically within the finance division. The purpose of the role will be to support the Wealth Financial Planning and Analysis (FP&A) team with the performance of key activities (as described below).

Job Background/Context:

Citi is the leading global financial services company. It does business in more than 100 countries, providing consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management.

The Mumbai FP&A team is an integral part of the larger Global FP&A team with ~600 employees. The Financial Planning and Analysis Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader finance team. The role is within the Wealth FP&A team, and requires in-depth understanding of forward-looking processes (planning, outlook, QMMF, etc.) The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi’s current and projected performance.

Key Responsibilities
  • Execute analysis of annual 3-year strategic/operating plans, CCAR PPNR forecasts, QMMF, and quarterly outlooks in partnership with finance and business organizations.
  • Analyse key products within Wealth, namely Investments, Trust, Custody and Insurance.
  • Manage all forecast processes, review and analysis for NIR portion of Wealth.
  • Load NIR / Non-Balance Sheet products for Outlook, Plan, CCAR / QMMF across segments, coordinate across LFO teams for overlays on model runs, forecast workshops, manage weekly Risk and Opportunities, and overall product dynamics.
  • Prepare MRM documentation across segments / products working with LFO teams for overlays, model management.
  • Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management.
  • Develop and deliver financial analysis supporting various business initiatives.
  • Work with CFO and model development team on model convergence efforts
  • Build excellent relationship across finance, controllers, and business organizations.
  • Responsible to collect & review inputs received from various teams and challenge them if necessary/required.
  • Has the ability to operate with a limited level of direct supervision.
  • Acts as systems and processes subject matter expert (SME) to senior finance stakeholders and other team members.
  • Establish strong relationships and leverage them to seamlessly overcome challenges and meet business needs across finance and business organizations.
  • Prepare presentations and analysis for the team supporting the CFO/LFOs
  • Drive FP&A transformation efforts as part of continuous process improvements
  • Drive finance initiatives effectively

Development Value:
  • Opportunity to join one the leading financial institutions in the world which prides itself on people development and mobility.
  • The role also provides a great opportunity to build a career within the Finance Division and gain a holistic understanding of the various functions & businesses within Wealth business.
  • Interaction with people at varied levels and from different areas of the organization (finance, business, corporate, etc.)
  • Opportunity to work closely with the senior management.


  • 7+ years of experience in accounting and/or finance, experience in financial services preferred.
  • Professional degree equivalent to CA/MBA/BMS would be preferable.
  • Understanding of FP&A processes and management reporting, experience in financial services preferred.
  • Experienced in Microsoft Office (excellent PowerPoint and Excel skills)

  • Effective communication skills.
  • Strong analytical and problem-solving skills.
  • The candidate will need to be a self-starter with a focus on timely and accurate delivery.
  • Attention to detail is an essential part of the job.
  • Adaptability, multitasking and project management skills.
  • Demonstrate an ability to learn and desire to develop and improve by challenging status quo.
  • Ability to self-motivate and initiate change.
  • Interpersonal skills (ability to work with colleagues at all levels across multiple locations).

  • Ability to think strategically and ‘connect the dots’, yet be detail-oriented, and manage multiple competing priorities including emerging risks to deliver solutions in an effective control environment.
  • Ability to influence key partners and be persuasive while working with cross-functional groups.
  • Ability to communicate effectively with senior management.

Additional Notes:

Job Location: Mumbai

Candidate should be willing to work afternoon shifts, 1 pm to 10 pm.


Job Family Group:

Job Family:
Financial Planning & Analysis

Time Type:
Full time

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.