Citi Finance - Forage

Why complete this job simulation

A risk-free way to experience work on the job with us at Citi. Practice your skills with example tasks and build your confidence to ace your applications.

Self-paced

5-6 hours

No grades

No assessments

Intermediate

The Citi Finance team is responsible for the firm’s financial management and related controls. The team comprises disciplines including Treasury, Tax, Controllers and Financial Planning & Analysis and manages and partners on key Citi initiatives and deliverables, such as our quarterly earnings process and ensuring Citi’s compliance with financial rules and regulations. Finance serves as a critical business partner to groups across the firm and enables Citi’s leaders to make well-informed decisions in support of our business objectives.

Enroll in our Finance Job Simulation today to experience a sampling of the day-to-day work and showcase your interest to our recruiters.

This Job Simulation is not an employment relationship with Citi. It is Forage’s policy and recommendation that you do not list this job simulation as employment work experience or an internship. You are welcome to consider adding your completion as an extracurricular activity, as outlined in Forage’s CV Policy reference guide. You will receive a certificate at the end of this experience. To receive your certificate, you must confirm that you have reviewed and consented to the Forage CV Policy reference Guide.

How it works

Complete tasks guided by pre-recorded videos and example answers from our team at Citi. No live sessions, all self-paced.
Earn a certificate and add it to your resume and LinkedIn as an extra curricular activity.
Stand out in applications. Confidently answer interview questions and explain why you’re a good fit for our team.

Skills you will learn and practice:

Banking Regulation

Commercial Awareness

Communication

Data Analysis

Fact-Finding

Presentation Skills

Professional Judgment

Introduction from Citi

Tasks

Task One: Balance sheet trends and KPI analysis

1-2 hoursIntermediate

Tracking KPIs across the individual operating units

What you'll learn

About Citi Finance's annual budgeting process which provides the financial forecasts for the bank’s business strategy
How a financial analyst reviews business unit reports to summarize key financial movements

What you'll do

Read through the information provided by financial planning and analysis (FP&A) business teams
Create a short slide deck summarizing movements in key performance indicators for senior management

Task One: Balance sheet trends and KPI analysis

1-2 hoursIntermediate

Tracking KPIs across the individual operating units

What you'll learn

About Citi Finance's annual budgeting process which provides the financial forecasts for the bank’s business strategy
How a financial analyst reviews business unit reports to summarize key financial movements

What you'll do

Read through the information provided by financial planning and analysis (FP&A) business teams
Create a short slide deck summarizing movements in key performance indicators for senior management

Reviews

4.6

The hands-on financial analysis using Excel and PowerPoint closely mirrored real-world corporate finance and treasury tasks. I particularly enjoyed setting up daily liquidity tracking models, testing Early Warning Triggers (EWT) and Management Action Triggers (MAT), and transforming key balance sheet metrics into strategic recommendations for senior management.

Student

Simply excellent! The course delivers impeccable didactics and top-tier practical case studies (like the KPI analysis and treasury reports I used as a foundation). The tools and interactive examples made the learning experience extremely dynamic and applicable to everyday professional life. Highly recommended for anyone looking to level up in corporate finance!

Student, Faculdade Anhanguera

The program provides a clear structure for identifying and escalating risk breaches like EWT and MAT. The integration of daily data with visual tracking makes it easier to detect trends and communicate issues to senior management. I also appreciated the use of categorization by entity, which allows for targeted analysis and actionable follow-ups.

Student, Savitribai Phule Pune University

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