The Financial Planning and Analysis Intermediate Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to contribute and to provide deposit forecasting for NAM Citigold deposits, drive standardization across forecasting, reporting and valuation methodologies for deposits and help influence deposit strategy for the business and EMT. The role will cover NAM Citigold deposits FP&A activities
Responsibilities:
- 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
- Has the ability to operate with a limited level of direct supervision.
- Can exercise independence of judgement and autonomy.
- 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.
Education:
- Bachelor’s degree/University degree or equivalent experience
- Master’s degree preferred
Qualifications:
- Bachelor's degree in Finance, Accounting or other related fields
- 2-5 years relevant experience
- Strong quantitative and presentation skills, with attention to detail and good knowledge of Microsoft Excel and Powerpoint, and ability to work with large volumes of data leveraging spreadsheets and models
- Effective verbal and written communication skills
- Take ownership and execute on deliverables
- Team player with an ability to work well with others in a fast-paced, high energy environment
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Job Family Group:
Finance
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Job Family:
Financial Planning & Analysis
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Time Type:
Full time
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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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Citi Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.
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Healthcare Strength — Benefits coverage is positioned as comprehensive, including health, dental, and vision insurance plus on-site clinics, prescription drug support, and disability coverage. Family-building support such as fertility assistance is described as a notable differentiator within the overall package.
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Retirement Support — Retirement benefits are framed as strong, highlighted by a 401(k) with matching and additional plan options like a Roth 401(k). Financial support is reinforced through discounts and broader financial guidance resources tied to the benefits ecosystem.
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Wellbeing & Lifestyle Benefits — Wellbeing support extends beyond insurance through programs like an Employee Assistance Program, counseling/legal resources, and gym or wellness reimbursement. These offerings increase the perceived total rewards value even when cash compensation sentiment varies by role.
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