Citi Group Citi Wealth Work - Financial Planner Dir 

United States, District of Columbia, Washington 

730870911

The Financial Planning Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area.Responsibilities:

• Provide reporting, planning, forecasting and analysis for all investment products, including capital markets, Global Managed Investments, and Tailored Portfolio Group
• Review and analyze financials during monthly close
• Perform ad hoc analysis for new business initiatives, working closely with the business areas and product groups, and support project launch and execution
• Produce monthly & quarterly Management Reports related to investment products for Private Bank NA organization
• Produce and deliver reporting that clearly communicate the financial performance of the business. Design performance indicators and metrics that facilitate transparency and measure the effectiveness of sales and product teams
• Coordinate the production of the annual budget in alignment with the strategy of the business. Preparation of quarterly forecasts and monthly P&L estimates
• Assess process improvement opportunities that enhance the efficiency of the financial reporting cycle while also increasing the informative value of the content provided to senior management
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 15+ years of experience
• Strong interpersonal skills. Must have a balance of assertiveness and discretion to be a credible and sought after resource. Must have the confidence to stand up to pressure and the credibility to influence others. Flexibility to be effective and persuasive with all levels of management. Level-headed in a crisis. Ability to build key relationships with finance and other professionals. Ability to influence people and empower team members to be proactive and focused on partnerships and results
• Must be able to present technical matters in a way that is meaningful to the audience; dynamic organization requires proactivity in ensuring targets are met and projects accomplished
• Demonstrated analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision making
• Broad and deep understanding of accounting principles and corporate finance concepts
• Highly motivated, participative team player with a change agent mentality that can provide financial leadership
• Excellent PC skills with ability to design and maintain complex financial models and to drive high quality financial presentations

Education:

• Bachelor's/University degree, Master's degree preferred

Anticipated Posting Close Date:

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