Luis Felipe W. Offa Email and Phone Number
Seasoned executive in the financial market and shared services industry with experience in both Financial Planning & Analysis and Controllership functions within the Brazilian and Costa Rican market. Experience in building and managing large teams driving value-added solutions to key stakeholders in the business while providing innovative solutions to drive efficiency, productivity, and cost savings.
Citi
View- Website:
- citigroup.com
- Employees:
- 201877
-
Head For The Finance And Risk Shared ServicesCiti Apr 2023 - PresentSan Jose, San Jose, Costa RicaWorking as the head for the Finance and Risk shared services for the Costa Rica Citi Solutions Center and managing approx. 500 individuals in all Finance functions and site governance. Responsible for the team supporting Controllership functions across Americas working in partnership with business and regional Controllers. Legal Entity manager of the Citi Business Services Legal entity supporting all operations in Costa Rica under the free zone regime. -
Senior Vice President Financial Reporting AmericasCiti Dec 2017 - PresentSan Jose, Provincia De San Jose, Costa RicaResponsible for managing the in charge of the Financial Books and Records covering all aspects of the US GAAP Accounting and Reporting including, but not limited to the preparation of the USGAAP Financial Statements for Citi Legal Entities, working closely with the Cluster and Functions Controllers to analyze and ensure financials are correctly reported, allowing them to sign off for the financial statements and Citi to externally disclose information.Responsible for the coordination of the Global Financial Close Governance supporting the Controllers in all regions and partnering with Corporate Reporting and Technology to ensure full coordination and accountability on the execution of the Finance Month End deliverables, escalating and bringing to resolution issues that impact the financial reporting process.Responsible to provide overall financial reporting services, analytical insights and reasonability check of financial results for the Corporate and Consumer business on the multiple product lines and geographies across Latin America and North America. -
Senior Vice President Financial Reporting BrasilCiti Nov 2014 - Dec 2017Sao Paulo E Regiao, BrasilResponsible to guarantee that the USGAAP Regulatory Reporting process complies with all the regulatory requirements from the USA regulatory authority (FED) for all the Legal Vehicles under the Citibank conglomerate in Brazil.Responsible for the Management Reporting process for all the business segments (Corporate clients and Consumer clients) to guarantee accurate information for the decision-making process. Conduct monthly reviews of the actuals to understand and explain deviations against prior periods supporting senior management in the decision-making process.Finance subject matter expert on the Consumer Bank divestiture process during 2016/2017 – sale of the consumer business to banco Itau. -
Vice President - Fp&A Manager – Corporate And Commercial BankingCiti Jan 2012 - Oct 2014Sao Paulo E Regiao, BrasilResponsible for the FP&A area for the Corporate and Commercial Banking divisions of Citi in Brazil and for the consolidation of the Country and Cluster financials. Main responsibilities are:- Prepare and approve with Senior Management and the Business Head the Annual Budget as well as Strategic Plans and sensitivity scenarios.- Conduct periodic reviews of the forecast, trying to anticipate risks and opportunities to the business and supporting senior management in the decision-making process.- Prepare and present variance analysis (actual versus forecast) for senior management.- Manage the Variable Compensation program for the sales force. -
Vice President Financial Planning & ConsolidationCiti May 2010 - Dec 2011Sao Paulo E Regiao, BrasilConsolidation of the financials of all the business in Brazil and South Cone (Argentina, Uruguay, and Paraguay), supporting the country CFO and CEO. -
Vice President Consumer BusinessCiti Jun 2007 - Apr 2010Sao Paulo E Regiao, BrasilReporting to the Cards/Consumer Finance CFO I was responsible for the Finance area for Cards and Consumer Finance business in Brazil, managing the FP&A processes, Client Profitability Analysis and Management Information System (MIS). Responsible to build with the Boston Consulting team the business plan for the creation of the Citi acquiring business in Brazil in partnership with Elavon Inc. -
Fp&A ManagerItau May 2006 - Jun 2007Sao Paulo E Regiao, Brasil -
Fp&A ManagerCredicard Jun 2000 - May 2006Sao Paulo E Regiao
Luis Felipe W. Offa Education Details
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Business Administration And Management, General -
Business Administration And Management, General
Frequently Asked Questions about Luis Felipe W. Offa
What company does Luis Felipe W. Offa work for?
Luis Felipe W. Offa works for Citi
What is Luis Felipe W. Offa's role at the current company?
Luis Felipe W. Offa's current role is Director @ Citi / Finance Professional / Controller / FP&A / Financial Reporting / Internal Controls / Process Improvement / Automation / Mentorship.
What schools did Luis Felipe W. Offa attend?
Luis Felipe W. Offa attended Fundação Getulio Vargas / Fgv, Fundação Getulio Vargas / Fgv.
Who are Luis Felipe W. Offa's colleagues?
Luis Felipe W. Offa's colleagues are Mohsina Khan, Gabriela Conde, Paul Mackay, Nedjma Benbouzid, Chai-Chew Lee, Asma Saleem, Sean Howard.
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