What Jobs are available for Financial Analysts in Mumbai?

The Financial Planning and Analysis Lead 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 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.
**Responsibilities:**
+ Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
+ Advise on directional strategy and provide guidance on significant business/product decisions
+ Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.
+ Prepare analytics in support of CEO Reviews, including business initiatives
+ Execute analysis of product profitability and provide guidance on significant business and product decisions
+ Develop and maintain relationships with key partners and senior management to influence behavior and decision making
+ Prepare presentations and analysis for the team supporting the CFO
+ Has the ability to operate with a limited level of direct supervision.
+ Can exercise independence of judgement and autonomy.
+ Acts as SME to senior stakeholders and /or other team members.
+ 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:**
+ 6-10 years of relevant experience
+ Proficient computer skills with a focus on Microsoft Office applications
+ Effective verbal and written communication skills
+ Demonstrated presentation skills
+ Consistently demonstrates clear and concise written and verbal communication skills
**Education:**
+ Bachelor's degree/University degree or equivalent experience
+ Master's degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Finance
---
**Job Family:**
Financial Planning & Analysis
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_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._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Financial Planning and Analysis Lead 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 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.
**Responsibilities:**
+ Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
+ Advise on directional strategy and provide guidance on significant business/product decisions
+ Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.
+ Prepare analytics in support of CEO Reviews, including business initiatives
+ Execute analysis of product profitability and provide guidance on significant business and product decisions
+ Develop and maintain relationships with key partners and senior management to influence behavior and decision making
+ Prepare presentations and analysis for the team supporting the CFO
+ Has the ability to operate with a limited level of direct supervision.
+ Can exercise independence of judgement and autonomy.
+ Acts as SME to senior stakeholders and /or other team members.
+ 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:**
+ 6-10 years of relevant experience
+ Proficient computer skills with a focus on Microsoft Office applications
+ Effective verbal and written communication skills
+ Demonstrated presentation skills
+ Consistently demonstrates clear and concise written and verbal communication skills
**Education:**
+ Bachelor's degree/University degree or equivalent experience
+ Master's degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Finance
---
**Job Family:**
Financial Planning & Analysis
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_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._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Job Description
This role supports the development and implementation of strategic business initiatives to deliver financial performance. They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives.
**Responsibilities** :
+ Partnering with senior management to deliver on financial objectives, including revenue / expense goals, by providing insightful analysis and strategic advice on financial business decisions and plans.
+ Serving as primary point of contact for business management team for all Finance disciplines including Finance Officers, Controllers, Treasury, and Tax.
+ Informing and understanding business priorities to develop financial plans.
+ Supporting performance based outcomes.
+ Contributing to and executing on the strategic direction of team.
+ Responsible for managing the various financial aspects, including:
+ Maintaining strong partnerships with business heads to drive and influence strategic financial business decisions and plans.
+ Partnering effectively across internal and external stakeholders including regulators, Investor Relations, Treasury, Risk, Legal and other functions while leading delivery of capital, risk and profitability targets.
+ Helping drive financial discipline, efficiencies and a culture of accountability of delivering financial results.
+ Developing multi-year financial plans in partnership with business heads that are integrated with Citigroup's overall strategic planning process.
+ Providing regular financial performance updates to business heads, including escalation of any variances to financial plans with proposed actions to address.
+ Developing business cases and analyses to inform and influence business investment decisions such as new product development, client segments, new market entries, external partnerships, technology builds, client decisions, and marketing spend decisions.
+ Contributing to solutions for complex and multi layered financial challenges to drive appropriate outcomes across the business requiring conceptual thinking and analysis.
+ Working with business to identify and execute on long and short term expense management and optimization initiatives.
+ Providing financial reports and analytics to senior management, including key financial metrics, results, trends and analysis.
+ Provide Input and thought leadership on internal decisions that have a major impact on the area managed, and possibly other related areas and the organization.
+ 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
**Qualifications:**
+ Relevant experience: 8-12 yrs experience
+ Bachelor's/University degree, Master's degree preferred and managerial experience
---
**Job Family Group:**
Finance
---
**Job Family:**
Financial Accounting
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_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._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

**Job Description**
**Senior Analyst FP&A _ Financial Planning & Systems**
**Purpose of the Role:**
+ This role provides **executional support to the FP&A function** , focused **on planning operations, data handling, and dashboarding within the SAP Analytics Cloud environment** .
+ **It's an individual contributor role** with high exposure to financial data integrity and reporting accuracy.
**Key Responsibilities:**
+ **Must have hands on experience in building/developing Forecast & Budget templates** and running full planning cycle with annual budgeting and rolling forecast
+ **Oversee all FP&A operations e.g., Rolling Forecast, MI Packs, Business Partnering, monthly report production, financial results and variance reporting & commentaries of key business drivers.**
+ Ensure timely addressing of all ad-hoc queries with right resolution and managing client expectations around the same.
+ Proactively identifying, addressing and/or escalating any issues and ensuring proper risk-mitigation.
+ Support the business units in effectively maintaining good health of FP&A service delivery
**Success Metrics:**
+ Accuracy of data inputs and dashboard outputs
+ Timely delivery of reports and forecast updates
+ Reliability and responsiveness in stakeholder support
**Key Interfaces:**
**Internal** : Manager FP&A, Regional Finance Teams
**External** : FP&A Systems/Tech Support Team
**Required Experience & Skills:**
+ **5-7 years of FP&A or corporate finance** experience
+ **Proficiency in Excel,** reporting tools, and financial modelling
+ **Experience with process automation and continuous improvement** initiatives.
+ **Experience in Alteryx/ Adaptive Planning/ SAC** and familiarity with FP&A tools will be added advantage.
+ Strong attention to detail and data quality
+ Effective communicator and collaborator in cross-functional teams
Within Country Relocation support available and for candidates voluntarily moving internationally some minimal support is offered through our Volunteer International Transfer Policy
**Business Unit Summary**
**At Mondelēz International, our purpose is to empower people to snack right by offering the right snack, for the right moment, made the right way. That means delivering a broad range of delicious, high-quality snacks that nourish life's moments, made with sustainable ingredients and packaging that consumers can feel good about.**
**We have a rich portfolio of strong brands globally and locally including many household names such as** **_Oreo_** **,** **_belVita_** **and** **_LU_** **biscuits;** **_Cadbury Dairy Milk_** **,** **_Milka_** **and** **_Toblerone_** **chocolate;** **_Sour Patch Kids_** **candy and** **_Trident_** **gum. We are proud to hold the top position globally in biscuits, chocolate and candy and the second top position in gum.**
**Our 80,000 makers and bakers are located in more** **than 80 countries** **and we sell our products in** **over 150 countries** **around the world. Our people are energized for growth and critical to us living our purpose and values. We are a diverse community that can make things happen-and happen fast.**
Mondelēz International is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation or preference, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
**Job Type**
Regular
Finance Planning & Performance Management
Finance
At Mondelēz International, our purpose is to empower people to snack right through offering the right snack, for the right moment, made the right way. That means delivering a broader range of delicious, high-quality snacks that nourish life's moments, made with sustainable ingredients and packaging that consumers can feel good about.
We have a rich portfolio of strong brands - both global and local. Including many household names such as Oreo, belVita and LU biscuits; Cadbury Dairy Milk, Milka and Toblerone chocolate; Sour Patch Kids candy and Trident gum. We are proud to hold the number 1 position globally in biscuits, chocolate and candy as well as the No. 2 position in gum
Our 80,000 Makers and Bakers are located in our operations in more than 80 countries and are working to sell our products in over 150 countries around the world. They are energized for growth and critical to us living our purpose and values. We are a diverse community that can make things happen, and happen fast.
Join us and Make It An Opportunity!
Mondelez Global LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Applicants who require accommodation to participate in the job application process may contact for assistance.

**Job Description**
Senior Analyst FP&A _ Financial Planning & Systems
**Purpose of the Role:**
+ This role provides **executional support to the FP&A function** , focused **on planning operations, data handling, and dashboarding within the SAP Analytics Cloud environment** .
+ **It's an individual contributor role** with high exposure to financial data integrity and reporting accuracy.
**Key Responsibilities:**
+ **Must have hands on experience in building/developing Forecast & Budget templates** and running full planning cycle with annual budgeting and rolling forecast
+ **Oversee all FP&A operations e.g., Rolling Forecast, MI Packs, Business Partnering, monthly report production, financial results and variance reporting & commentaries of key business drivers.**
+ Ensure timely addressing of all ad-hoc queries with right resolution and managing client expectations around the same.
+ Proactively identifying, addressing and/or escalating any issues and ensuring proper risk-mitigation.
+ Support the business units in effectively maintaining good health of FP&A service delivery
**Success Metrics:**
+ Accuracy of data inputs and dashboard outputs
+ Timely delivery of reports and forecast updates
+ Reliability and responsiveness in stakeholder support
**Key Interfaces:**
**Internal** : Manager FP&A, Regional Finance Teams
**External** : FP&A Systems/Tech Support Team
**Required Experience & Skills:**
+ **5-7 years of FP&A or corporate finance** experience
+ **Proficiency in Excel,** reporting tools, and financial modelling
+ **Experience with process automation and continuous improvement** initiatives.
+ **Experience in Alteryx/ Adaptive Planning/ SAC** and familiarity with FP&A tools will be added advantage.
+ Strong attention to detail and data quality
+ Effective communicator and collaborator in cross-functional teams
Within Country Relocation support available and for candidates voluntarily moving internationally some minimal support is offered through our Volunteer International Transfer Policy
**Business Unit Summary**
**At Mondelēz International, our purpose is to empower people to snack right by offering the right snack, for the right moment, made the right way. That means delivering a broad range of delicious, high-quality snacks that nourish life's moments, made with sustainable ingredients and packaging that consumers can feel good about.**
**We have a rich portfolio of strong brands globally and locally including many household names such as** **_Oreo_** **,** **_belVita_** **and** **_LU_** **biscuits;** **_Cadbury Dairy Milk_** **,** **_Milka_** **and** **_Toblerone_** **chocolate;** **_Sour Patch Kids_** **candy and** **_Trident_** **gum. We are proud to hold the top position globally in biscuits, chocolate and candy and the second top position in gum.**
**Our 80,000 makers and bakers are located in more** **than 80 countries** **and we sell our products in** **over 150 countries** **around the world. Our people are energized for growth and critical to us living our purpose and values. We are a diverse community that can make things happen-and happen fast.**
Mondelēz International is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation or preference, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
**Job Type**
Regular
Finance Planning & Performance Management
Finance
At Mondelēz International, our purpose is to empower people to snack right through offering the right snack, for the right moment, made the right way. That means delivering a broader range of delicious, high-quality snacks that nourish life's moments, made with sustainable ingredients and packaging that consumers can feel good about.
We have a rich portfolio of strong brands - both global and local. Including many household names such as Oreo, belVita and LU biscuits; Cadbury Dairy Milk, Milka and Toblerone chocolate; Sour Patch Kids candy and Trident gum. We are proud to hold the number 1 position globally in biscuits, chocolate and candy as well as the No. 2 position in gum
Our 80,000 Makers and Bakers are located in our operations in more than 80 countries and are working to sell our products in over 150 countries around the world. They are energized for growth and critical to us living our purpose and values. We are a diverse community that can make things happen, and happen fast.
Join us and Make It An Opportunity!
Mondelez Global LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Applicants who require accommodation to participate in the job application process may contact for assistance.

The Financial Planning and Analysis Lead 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 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.
**Responsibilities:**
+ Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
+ Advise on directional strategy and provide guidance on significant business/product decisions
+ Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.
+ Prepare analytics in support of CEO Reviews, including business initiatives
+ Execute analysis of product profitability and provide guidance on significant business and product decisions
+ Develop and maintain relationships with key partners and senior management to influence behavior and decision making
+ Prepare presentations and analysis for the team supporting the CFO
+ Has the ability to operate with a limited level of direct supervision.
+ Can exercise independence of judgement and autonomy.
+ Acts as SME to senior stakeholders and /or other team members.
+ 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:**
+ 6-10 years of relevant experience
+ Proficient computer skills with a focus on Microsoft Office applications
+ Effective verbal and written communication skills
+ Demonstrated presentation skills
+ Consistently demonstrates clear and concise written and verbal communication skills
**Education:**
+ Bachelor's degree/University degree or equivalent experience
+ Master's degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Finance
---
**Job Family:**
Financial Planning & Analysis
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_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._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Financial Planning and Analysis Lead 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 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.
**Responsibilities:**
+ Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
+ Advise on directional strategy and provide guidance on significant business/product decisions
+ Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.
+ Prepare analytics in support of CEO Reviews, including business initiatives
+ Execute analysis of product profitability and provide guidance on significant business and product decisions
+ Develop and maintain relationships with key partners and senior management to influence behavior and decision making
+ Prepare presentations and analysis for the team supporting the CFO
+ Has the ability to operate with a limited level of direct supervision.
+ Can exercise independence of judgement and autonomy.
+ Acts as SME to senior stakeholders and /or other team members.
+ 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:**
+ 6-10 years of relevant experience
+ Proficient computer skills with a focus on Microsoft Office applications
+ Effective verbal and written communication skills
+ Demonstrated presentation skills
+ Consistently demonstrates clear and concise written and verbal communication skills
**Education:**
+ Bachelor's degree/University degree or equivalent experience
+ Master's degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Finance
---
**Job Family:**
Financial Planning & Analysis
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_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._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

**Financial Planning/Analysis**
The Financial Planning/Analysis job is responsible for designing analysis of the organization's financial results. Through financial modeling, this job provides insights into the company's financial status, including cash flow, accounts receivable, accounts payable, debt, equity, operating income, and working capital. Under limited supervision, this job's analysis and modeling is used by senior management to inform business and financial decisions. This job also focuses on evaluating alternative financial plans as well as developing economic analysis and business reports.
**Key Responsibilities and Duties**
+ Evaluates financial models that analyze monthly financial results in order to identify drivers and explain key variances.
+ Reviews forecasts and modeling and ensures that results are timely and accurate.
+ Reviews re-forecasting activities and updating/evolving forecast models for accuracy and completeness.
+ Participates in general ledger journal entry posting activities during the closing process to help ensure that financial statements are accurate.
+ Designs ad hoc departmental reports that analyze departmental financial results versus budget/forecasts.
+ Inspects financial reports and presentations for management that inform business and financial decisions.
+ Provides feedback, guidance, and direction to accountants that will enable them to perform their job requirements as directed by the department.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 5+ Years Required; 7+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
8IC
This position supports the Actuarial Services team in analyzing and completing financial reporting requests to ensure the accuracy and integrity of the financial information provided to internal reporting groups, the 4 major rating agencies, and external industry groups such as ACLI. The position requires working under high levels of responsibility and autonomy with regular interactions with peers, business unit management and executives across the enterprise. This includes networking and establishing strong working relationships with our OCFO business partners to obtain the necessary information for the completion of numerous internal and external deliverables. The position involves special skills such as negotiation and influencing others, including senior level leaders, regarding matters of strategic importance.
Key Duties:
+ Completion of Rating Agency deliverables such as surveys, management reports and financial analysis.
+ Calculation and monitoring all key financial ratios relating to rating agency analysis.
+ Assess potential strategic business decisions as they relate to their impact on rating agencies' assessments of TIAA.
+ Preparing Board meeting material relating to capital management and financial results.
+ Present and clearly articulate financial results as well as provide variance commentary to internal & external partners.
+ Development of analytics, commentary, charts and graphs that creatively depict and analyze corporate results.
+ Communication of TIAA related rating agency updates such as financial strength ratings, ratings dates, financial outlooks, press releases and reports. Includes the preparation of Board meeting materials.
+ Incorporation of productivity and continuous improvement methodologies to ensure long term success.
Related Skills
Accountability, Adaptability, Business Acumen, Collaboration, Continuous Improvement Mindset, Critical Thinking, Data-Based Decision Making, Financial Acumen, Financial Analysis, Influence, Relationship Management, Story Telling, Strategic Thinking, TIAA Products/Services Acumen, Variance Analysis
___
**Company Overview**
TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.
Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Email:
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (

_This role supports the development and implementation of strategic business initiatives to deliver financial performance. They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives._
**_Responsibilities_** _:_
+ _Partnering with senior management to deliver on financial objectives, including revenue / expense goals, by providing insightful analysis and strategic advice on financial business decisions and plans_
+ _Serving as primary point of contact for business management team for all Finance disciplines including Finance Officers, Controllers, Treasury, and Tax_
+ _Informing and understanding business priorities to develop financial plans_
+ _Supporting performance based outcomes_
+ _Contributing to and executing on the strategic direction of team_
+ _Responsible for managing the various financial aspects, including:_
+ _Maintaining strong partnerships with business heads to drive and influence strategic financial business decisions and plans_
+ _Partnering effectively across internal and external stakeholders including regulators, Investor Relations, Treasury, Risk, Legal and other functions while leading delivery of capital, risk and profitability targets_
+ _Helping drive financial discipline, efficiencies and a culture of accountability of delivering financial results_
+ _Developing multi-year financial plans in partnership with business heads that are integrated with Citigroup's overall strategic planning process_
+ _Providing regular financial performance updates to business heads, including escalation of any variances to financial plans with proposed actions to address_
+ _Developing business cases and analyses to inform and influence business investment decisions such as new product development, client segments, new market entries, external partnerships, technology builds, client decisions, and marketing spend decisions_
+ _Contributing to solutions for complex and multi layered financial challenges to drive appropriate outcomes across the business requiring conceptual thinking and analysis_
+ _Working with business to identify and execute on long and short term expense management and optimization initiatives_
+ _Providing financial reports and analytics to senior management, including key financial metrics, results, trends and analysis_
+ _Provide Input and thought leadership on internal decisions that have a major impact on the area managed, and possibly other related areas and the organization_
+ _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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards._
_Relevant Experience: 12+ yrs of experience_
---
**Job Family Group:**
Finance
---
**Job Family:**
Financial Accounting
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**Time Type:**
Full time
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**Most Relevant Skills**
Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.