Lead the global Private Bank FP&A team across all FP&A activities including Actuals, Outlook, CCAR, quarterly multi-year multi-scenario forecasting, and Operating Plan.
Be the key point of contact and day to day liaison to partner closely with the Private Bank LFO team
Communicate effectively with the business teams and Finance partners across the LFO team and FP&A teams located across multiple locations
Manage forward looking processes including forecasts, strategic/operating plans, monthly outlooks, and review results monthly
Lead a team in conducting month-end close processes including the consolidation of flash estimates, monitoring general ledger bookings, and creating detailed variance analysis and commentary for senior management
Generate analytics for quarter end flash results, related highlights, board of directors reports, and executive management reports as well as contribute to quarterly competitor reviews, quarterly annotated supplement, and quarterly investment reports
Lead all short term and long term forecasting processes for Private Bank across different FP&A teams aligned to NII / Balance Sheet, NIR, Expenses, EDS, RWA / Capital, etc.
Prepare/present to senior management and stakeholders on using metrics to evaluate and drive business decisions
Implement financial initiatives and manage work of the department ensuring appropriate staffing and organizational structures are in place
Partner with LFO, business, and FP&A teams to improve efficiency, effectiveness, productivity, and/or control
Manage and direct individuals across the team – prioritizing deliverables, looking for automation opportunities, and optimizing the team’s performance
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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
15+ years of relevant experience
8-10+ years of managerial experience
Experience in financial services
Demonstrated financial modeling skills with the ability to drive top down strategic and operational plan
Consistently demonstrates clear and concise written and verbal communication
Ability to build and maintain relationships and interact at all levels of an organization
Demonstrated leadership skills
Demonstrated problem-solving and decision-making skills
Education:
Bachelor’s degree/University degree or equivalent experience
Master’s degree preferred
Financial Planning & AnalysisFull timeNew York New York United States$170,000.00 - $300,000.00