BANAMEX Supervisor de Planificación Financiera (Seguros)

The Financial Planning and Analysis Intermediate Analyst is an intermediate level position 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 apply analytical thinking, knowledge of data analysis and methodologies to create and analyze reports that gauge Citi’s alignment with forecasted performance.
Responsibilities:
Analyze of Citi’s/Citi’s competitors’ financial performance
Develop and coordinate the annual planning and periodic forecasting processes and review results against plans monthly including annual budget planning and monthly estimate process
Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
Conduct various ad hoc analyses and strategically address issues that are complementary to the regular Planning and Analysis processes
Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
Aid with using metrics to evaluate proposed business decisions
Execute time critical activities for client facing Financial Planning and Analysis teams
Assist in the development of review with material for internal senior leadership internal and external regulator reviews
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:
2-5 years of experience in accounting and/or finance
Experience in financial services preferred
Knowledge of financial, analytical, and reporting tools
Proficient with Microsoft Office applications, Excel and PowerPoints skills preferred
Demonstrated analytical skills
Consistently demonstrates clear and concise written and verbal communication skills
Education:
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.
REQUISITOS:
Escolaridad: Licenciatura en Actuaría, Finanzas, Matemáticas Aplicadas, Economía, Ingeniería Financiera ,Ciencias de Datos o carreras afines(título indispensable).
Experiencia de mínimo 3 años : Planeación financiera.,Modelación financiera, Sector asegurador, Áreas actuariales , Afores (deseable por conocimiento financiero y terminología ).
Experiencia trabajando con: Reservas técnicas, productos de seguros ,proyecciones financieras ,estados financieros.,balance general y estado de resultados.
Necesario Excel Avanzado (macros, Power Query, fórmulas complejas, modelación financiera).
Manejo de Power BI ,MATLAB.,Lenguajes de análisis de datos (Python, R).
Certificaciones Deseables: SOA (Society of Actuaries), AMA,AMIB.
Competencias: pensamiento analítico, capacidad cuantitativa ,orientación a resultados ,atención al detalle ,resolución de problemas complejos ,comunicación efectiva ,planeación y organización, y trabajo en equipo.
NOTA: Preferente radicar en CDMX , ya que la vacantes estará en dicha ubicación.
Factor de descarte: Aquellos candidatos que no cumplan con los requisitos establecidos en el Job Posting serán descartados del proceso de selección.
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Job Family Group: Finance
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Job Family:Financial Planning & Analysis
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Time Type:Full time
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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.
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Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
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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.