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Citi Group FP & Sr Lead Analyst SVP - C14 NEW YORK 
United States, New York, New York 
554453052

09.07.2024

Responsibilities:

  • Lead creation of Citi financial reports and liaise with finance teams to provide a summary of financial trends and insight to senior management
  • Lead analysis of forecasts, strategic and operating plans, and create monthly outlooks in partnership with segment, business, and country financial planning and analysis teams
  • Prepare analytics in support of CEO Reviews including business initiatives
  • Lead analysis of Citigroup’s product profitability
  • Develop relationships with key partners and senior management to influence behavior and decision making
  • Prepare presentations and analysis for the team and in support of the CFO
  • 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:

  • 10+ years of relevant experience
  • Experience within financial services
  • Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
  • Proficient Microsoft Office skills with an emphasis on Excel and PowerPoint
  • Knowledge in additional systems including Oracle, Essbase, and SAP
  • Consistently demonstrates clear and concise written and verbal communication

Education:

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

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.

Knowledge/Experience:

  • 10+ 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.
Financial Planning & Analysis

Full timeNew York New York United States$163,600.00 - $245,400.00


Anticipated Posting Close Date:

Jul 15, 2024

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