Citi Finance Virtual Job Experience | Anjani Kumar Mishra

Citi Finance Virtual Job Simulation

A collection of tasks, models, and presentations created during the Citi Finance Virtual Job Simulation on Forage, covering FP&A, RWA analysis, and financial modeling.

About Experience

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Citi Finance Virtual Experience

This showcase highlights the tasks, models, and presentations created during the Citi Finance Virtual Experience Program on Forage. The experience covers real-world tasks typical of a Financial Planning and Analysis (FP&A) role, including navigating Risk-Weighted Assets (RWA), summarizing unit performances, and drafting communications to senior leadership.

Citi Finance Virtual Experience Projects

rwa_info.xlsx
Home Insert Page Layout Formulas Data
fx
=SUM(Risk_Weighted_Assets)

RWA Info from Operating Units

Analysis of Risk-Weighted Assets from Operating Units for Citi's financial risk assessment.

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ye22_model.xls
Home Insert Page Layout Formulas Data
fx
=SUM(YE22_Actuals, Budget_Variance)

YE'22 Model

Year-End 2022 Financial Data Model and summary for performance analysis.

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task1_slides.pptx
Home Insert Page Layout Formulas Data
fx
=SUMMARIZE(Unit_Performance)

Task 1 Draft Slide Pack

Task 1 Draft presentation addressing financial teams with RWA analysis.

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rwa_methodology.pdf
Home Insert Page Layout Formulas Data
fx
=GUIDE(RWA_Calculation)

RWA Methodology

Risk-Weighted Asset Calculation Methodology guidelines for financial reporting.

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fpa_summary.pdf
Home Insert Page Layout Formulas Data
fx
=SUMMARIZE(FPA_Teams)

FP&A Summary

Performance summary generated from local FP&A teams for unit analysis.

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manager_comm.docx
Home Insert Page Layout Formulas Data
fx
=DRAFT(Email_to_Manager)

Manager Comm

Drafted email and communications to management for task reporting.

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task3_slides.pptx
Home Insert Page Layout Formulas Data
fx
=PRESENT(Task3_Conclusions)

Task 3 Slides

Draft presentation pack for Task 3 with financial analysis and conclusions.

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task3_data.xlsx
Home Insert Page Layout Formulas Data
fx
=MAP(Data_Set, Calculations)

Task 3 Data

Data set mapping and calculations for Task 3 analysis.

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task4_slides.pptx
Home Insert Page Layout Formulas Data
fx
=PRESENT(Task4_Conclusions)

Task 4 Slides

Draft presentation pack for Task 4 conclusions and recommendations.

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task4_data.xlsx
Home Insert Page Layout Formulas Data
fx
=ANALYZE(Task4_Metrics)

Task 4 Data

Underlying data and model metrics for Task 4 analysis.

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