Lead the FP&A Planning team supporting the Private Bank and Wealth at Work. Activities include Actuals, Outlook, CCAR, quarterly multi-year multi-scenario forecasting, and Operating Plan
Partner closely with the LFO team on a daily basis and communicate effectively with the business teams and Finance partners across FP&A
Manage a team of finance professionals located across the globe to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions)
Help the team prioritize deliverables and be able to step in and complete / finalize the analysis and presentations when needed
Drive forward looking processes including forecasts, strategic/operating plans, monthly outlooks, and review results
Perform analysis and deliver presentations related to the financial performance of the Private Bank and Wealth at Work
Generate analytics for quarter end flash results, related highlights, and senior management reports as well as lead process improvement and automation efforts across the team
Prepare/present to senior management and stakeholders
Advise internal clients on the implications of business trends, issues, operating environment changes, and firm/business unit strategy
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:
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
Financial Planning & AnalysisFull timeNew York New York United States$163,600.00 - $245,400.00