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Citigroup Financial Planning Data & Analytics Analyst (Hybrid) in Heredia, Costa Rica

he Financial Planning Data & Analytics 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 large data inputs to provide insightful information for senior management


  • Develop analytic tools visualization and data transformation initiatives

  • Develop root-cause analysis in P&L performance and recommend action plan

  • Explore non-structured data to enrich financials and provide insightful information

  • Analyze of Citi’s/Citi’s competitors’ financial performance

  • Conduct various ad hoc analyses and strategically address issues that are complementary to the regular Planning and Analysis processes

  • 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.


  • 2-5 years of experience in accounting and/or finance

  • Experience in financial services preferred

  • Knowledge of financial, analytic tools (mainly Tableau and Knime)

  • Proficient with Tableau, Microsoft Office applications, Excel and PowerPoints skills preferred

  • Demonstrated analytical skills

  • Consistently demonstrates clear and concise written and verbal communication skills


  • 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.

Advanced English

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. 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 the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .

View the EEO Policy Statement ( .

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Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.