Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, QMMF forecasts, quarterly outlooks in partnership with business FP&A, and LFO teams.
Create deposit reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
Drive standardization for forecasting, reporting and valuation methodologies for deposits
Actively monitor deposit pricing (beta) trends
Help influence directional strategy and provide guidance on significant business/product decisions
Prepare analytics in support of LFO and EMT Reviews
Execute analysis of deposit product profitability
Develop and maintain relationships with key partners and senior management to influence behavior and decision making
Has the ability to operate with a limited level of direct supervision.
Can exercise independence of judgement and autonomy.
Acts as SME to senior stakeholders and /or other team members.
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
Balance Sheet ManagementFull timeNew York New York United States$176,720.00 - $265,080.00