Citi Group Wealth Finance – FP & Lead Analyst VP C13 Lending 

United States, District of Columbia, Washington 

581626470

The role reports into the Lead Finance Officer of Wealth Products,and works closely with the FP&A Group Manager: Lendingadvisor to the lending product leadership.

This role requires:

3) Ensure the tools are in place to provide accurate and timely analytical support.

Responsibilities:

• Monthly and ad-hoc/strategic analysis of Lending financials and significant contribution to the monthly business review materials for the product
• Coordinate all financial deliverables including monthly business commentary for product drivers of revenues, and business drivers of changes in significant balance sheet items
• Ad-hoc presentations for Senior business meetings
• Provide business and finance leadership with an understanding of monthly drivers and performance and the implications on forward looking forecasts; conduct what-if analysis under various scenarios
• Coordinate the quarterly CCAR/QMMF process and the annual business plan at the pre-requisite levels.
• Project management of the modelling and aggregation process as part of the Ruby mechanism, coordination and implementation among multiple internal and external stakeholders
• Partner with business, finance partners on the development of converged capital planning and business planning forecasting models and approaches, incorporating key quantitative and qualitative drivers of the lending balances, revenues and related metrics
• Becoming the business trusted advisor at the business sub-product level for Balance Sheet products
• Building close business partnerships across the Wealth business community and being the point of contact on client segment Balance Sheet product revenues and balances for multiple partners across Citi, including Treasury, Corporate P&A, Risk and others

Qualifications:

• Good working knowledge of wealth management businesses; knowledge and experience in lending related products including wholesale lending and mortgage lending a plus
• Prior FP&A experience or similar
• Knowledge of Citi Finance systems such as Pearl/Ruby is a plus
• Working with multiple stakeholders
• Demonstrated strength in financial analysis.
• 6-10 years of relevant experience
• Proficient computer skills with a focus on Microsoft Office applications
• Demonstrated presentation skills and consistently demonstrates clear and concise written and verbal communication skills
• An analytical & questioning mindset, ability to innovate & relate data to business insights
• Accuracy, attention to detail.
• Organizational and project management skills, ability to prioritize across multiple deliverables.
• Ability to interact confidently with senior business leaders
• A mature & dependable team player with a positive & pro-active attitude
• Ability to leverage a remote team effectively
• Working knowledge of Tableau/Python is a plus

Education:

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date:

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