Citi

Banamex Finance FPA BEI

Ciudad De Mexico Distrito Federal Mexico
Full-time
Posted Nov 6, 2026

Skills

Accessibility
Budgeting
Communication
Compliance
Data Analysis
Financial Modeling
Microsoft Excel
Microsoft Office
Public Speaking

Job description

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.

-6 a 8 años de experiencia en áreas de Riesgos, Finanzas, Gestión de Negocio, Planeación Financiera.

-Conocimientos deseables en SAS y/o Tableu.

-Indisepnsable manejo de Excel avanzado.

-Manejo de inglés intermedio.

-Escolaridad Actuaría, Contabilidad, Económico-administrativas y/o afín.

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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

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.