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Citigroup Mumbai Planning Data Transformation role - C12 in Mumbai, India

Digital Transformation (C 12)

Overview of Citi FP&A Target State Architecture Initiative

As part of Citi’s Finance Transformation effort, the FP&A Target State Architecture Initiative is responsible for implementing a defined, integrated, agile, well-controlled, and governed end-to-end integrated forecasting approach that drives effective decision making, informs effective management of the firm’s resources, supports our firm wide culture and strategic priorities, and is fully integrated with strategic risk appetite, risk processes, and capital planning. The Initiative will focus on building Core Forecasting processes to enable central decision making and advancing the existing forecasting capabilities through automation, improved governance and enhanced controls. The activities are focused on all scenarios across the stress continuum, ranging from business as usual business planning to stress environments, including CCAR/DFAST, Recovery and Resolution. The Planning Initiative comprises seven key projects: (i) Process Design and Simplification, (ii) Models, (iii) Governance, (iv) Data, (v) Calculation Controls, (vi) Technology and (vii) Organization and Resourcing.

This is an excellent opportunity for a results oriented individual to join the FP&A Reporting Transformation team based in Mumbai and drive transformation efforts for FP&A and Finance globally. The Transformation team is responsible for driving large scale global transformation programs to enhance Citi’s planning and analysis capabilities enabling agile decision making by Citi leadership team. The Transformation programs cover business planning / forecasting process and forecasting models transformation, short term performance management processes, Digital and Data Transformation and Future state Forecasting Infrastructure build / roll-out. The Transformation team works closely with Citi CFO, Global FP&A heads, Business CFOs, Planning Transformation head and Finance Function heads to structure and drive these programs.

Role description :

  • We are seeking a talented Tableau Developer with a minimum of 6 + years of experience to join our dynamic team. As a Tableau Developer, you will be responsible for designing, developing, and maintaining business intelligence solutions using Tableau. You will work closely with stakeholders to understand their data visualization needs and translate them into effective Tableau dashboards and reports. Additionally, you will be involved in data modeling, data extraction, and performance tuning to ensure optimal performance of Tableau solutions.

  • Develop interactive and visually appealing Tableau dashboards and reports to meet business requirements.

  • Collaborate with business stakeholders to gather requirements and translate them into technical specifications.

  • Optimize Tableau performance by fine-tuning queries, data extracts, and dashboard designs.

  • Perform unit testing and troubleshooting to ensure the accuracy and reliability of Tableau solutions.

  • Provide technical guidance and support other Tableau developers and end-users.

  • Stay up-to-date with Tableau best practices, new features, and industry trends

  • Drive the vision and end state for reporting and analytics capability (using Tableau) supporting all the use cases

  • Collaborate with GFT, finance digital team and other relevant teams to design the overall Solution including data and platform architecture

  • Support requirements prioritization criteria and manage the prioritization process including getting sign offs from senior stakeholders

  • Work with GFT to build out capabilities required to enable the reporting and analytics toolkit including required automated data feeds

  • Coordinate user acceptance Testing and resolution of issues with GFT

  • Drive the planning, training, post go-live issue resolution

  • Support the overall Reporting and Analytics workstream vision and objectives

  • Ensure design of capabilities to adhere to all Citi Risk and Control requirements

  • Assess reporting tool performance is in line with the use case requirements

  • Ensure rigorous oversight on the project timelines

Experience / Knowledge / Skills:

  • Finance professional with an engineering undergrad with at least 6+ years of experience, preferably related to driving digital or business intelligence tool roll outs as a business stage holder or program team

  • Proficiency in Tableau Desktop, Tableau Server, and Tableau Online.

  • Strong understanding of data visualization principles and best practices.

  • Experience in data modeling, data extraction, and performance tuning.

  • Solid knowledge of SQL and relational databases.

  • Excellent communication and collaboration skills.

  • Ability to work independently and manage multiple priorities in a fast-paced environment.

  • Good knowledge of key reporting and analytics capabilities using Tableau

  • Strong understanding of data architecture and reporting platform architecture requirements and performance standards

  • Knowledge of FP&A function, planning processes a plus

  • Ability to work with stakeholders at different levels (ranging from FP&A heads to middle management) and resolve contentious items expeditiously in a tactful manner

  • Strong communications (written, verbal and interpersonal) skills, including tact, diplomacy, and ability to influence senior-level executives

  • Integrity, maturity, dependability, a positive professional attitude

  • Excellent organizational and project management skills

  • Track record of success in delivering high-quality work in a fast-paced and dynamic environment

  • Ability to multi-task effectively and efficiently

  • Knowledge of Agile methodology and experience in managing large scale projects using Agile preferred


  • Bachelor’s degree in Computer Science, Information Systems, Engineering, Finance or a related quantitative discipline


  • Bachelor’s degree in Computer Science, Information Systems, Engineering, Finance or a related quantitative discipline

Job Family Group:


Job Family:

Governance, Program and Project Management

Time Type:

Full time

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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.

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Citi is an equal opportunity and affirmative action employer.

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