Citi Group FP & Lead Analyst Hybrid 

United States, New York, New York 

596077317

Key Responsibilities:

• Execute analysis of annual 3-year strategic/operating plans, CCAR PPNR forecasts, QMMF, and quarterly outlooks in partnership with finance and business organizations.
• Analyse key products within Wealth, namely Investments, Trust, Custody and Insurance.
• Manage all forecast processes , review and analysis for NIR portion of Wealth.
• Load NIR / Non-Balance Sheet products for Outlook, Plan, CCAR / QMMF across segments, coordinate across LFO teams for overlays on model runs, forecast workshops, manage weekly Risk and Opportunities, and overall product dynamics.
• Prepare MRM documentation across segments / products working with LFO teams for overlays, model management.
• Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management.
• Develop and deliver financial analysis supporting various business initiatives.
• Work with CFO and model development team on model convergence efforts
• Build excellent relationship across finance, controllers, and business organizations.
• Responsible to collect & review inputs received from various teams and challenge them if necessary/required.
• Has the ability to operate with a limited level of direct supervision.
• Acts as systems and processes subject matter expert (SME) to senior finance stakeholders and other team members.
• Establish strong relationships and leverage them to seamlessly overcome challenges and meet business needs across finance and business organizations.
• Prepare presentations and analysis for the team supporting the CFO/LFOs
• Drive FP&A transformation efforts as part of continuous process improvements
• Drive finance initiatives effectively

Development Value:

• Opportunity to join one the leading financial institutions in the world which prides itself on people development and mobility.
• The role also provides a great opportunity to build a career within the Finance Division and gain a holistic understanding of the various functions & businesses within Wealth business .
• Interaction with people at varied levels and from different areas of the organization (finance, business, corporate, etc.)
• Opportunity to work closely with the senior management.

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Knowledge/Experience:

• 7+ years of experience in accounting and/or finance, experience in financial services preferred.
• Professional degree equivalent to CA/MBA/BMS would be preferable.
• Understanding of FP&A processes and management reporting, experience in financial services preferred.
• Experienced in Microsoft Office (excellent PowerPoint and Excel skills)

Skills:

• Effective communication skills.
• Strong analytical and problem-solving skills.
• The candidate will need to be a self-starter with a focus on timely and accurate delivery.
• Attention to detail is an essential part of the job.
• Adaptability, multitasking and project management skills.
• Demonstrate an ability to learn and desire to develop and improve by challenging status quo.
• Ability to self-motivate and initiate change.
• Interpersonal skills (ability to work with colleagues at all levels across multiple locations).

Competencies:

• Ability to think strategically and ‘connect the dots’, yet be detail-oriented, and manage multiple competing priorities including emerging risks to deliver solutions in an effective control environment.
• Ability to influence key partners and be persuasive while working with cross-functional groups.
• Ability to communicate effectively with senior management.

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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