Financial Planning And Analysis, Client Coverage - Analyst I
Citi Handlowy
Mumbai, India
Financial planning and analysis experience
Client financials definition and distribution
Microsoft office proficiency
The role is responsible for defining, building, and distributing client financials to the firm's stakeholders to create a single truth of client financials
Job Summary
The role is responsible for defining, building, and distributing client financials to the firm's stakeholders to create a single truth of client financials.
Candidates will deliver ongoing and ad hoc analysis including client metrics for quarterly and monthly business reviews to facilitate decision making.
The team works closely with technology on automating BAU requirements through Tableau dashboards to enhance analytics and reduce production time.
Matching Summary
The role is responsible for defining, building, and distributing client financials to the firm's stakeholders to create a single truth of client financials.
Skills & Requirements
Must-have
Financial Planning and Analysis experience
Client financials definition and distribution
Microsoft Office proficiency
Cross-functional stakeholder collaboration
Data visualization with Tableau
Nice-to-have
Advanced tools for production time reduction
Strong presentation skills
Subject Matter Expertise in client metrics
Proactive decision making without supervision
Commitment to ethical judgment and compliance
Key Requirements
0 - 2 years of relevant experience
Bachelor's degree required
MBA or Chartered Accountant preferred
Prior experience in accounting and/or finance specifically FP&A