The USCC FP&A Head partners with the USCC CFO and the Global Head of FP&A to lead the delivery of strategic financial forecasting, insights and analytics to internal and external stakeholders, including the Board, members of the Executive Management Team (EMT), and regulators. This executive-level role reports into the Global Head of FP&A and is a key member of the FP&A and CFO leadership teams, central to driving informed decision-making. The ideal candidate is a proactive leader who takes pride in building relationships and driving followership, owning and driving end-to-end transformation, delivery of high-quality strategic content, and thrives in an environment of continuous improvement, and builds high-performing teams. They are committed to transform FP&A into a strategic, insightful partner, balancing the following:
- Decision Effectiveness: Empower stakeholder decisions with actionable insights delivered through a scalable, robust, analytical platform
- Process Efficiency: Streamline, automate and integrate firmwide planning and reporting, leveraging AI tools, led by a high-performing team
- Stakeholder Experience: Foster a collaborative and solution-oriented mindset to drive exceptional results
Key Responsibilities
- Thought Leadership and Strategic Business Partnering:
- Serve as the primary point of contact for USCC CFO teams, fostering strong relationships and ensuring seamless communication and collaboration across the FP&A organization
- Partner with USCC LFOs to provide thought leadership and strategic financial guidance to key stakeholders and business partners
- Translate complex financial data into clear, impactful analytics/narratives and develop strategic agenda items for Quarterly Business Reviews (QBRs), Earnings calls, and other key deliverables
- Develop compelling and insightful thinking, integrating diverse stakeholder inputs (e.g., from the Business, CFO, Treasury, Balance Sheet, and Expense FP&A, Risk teams)
- Synthesize complex information and communicate key findings effectively to stakeholders to inform strategic decision-making
- Be able to engage with EMT members directly to act as the designated representative for the USCC CFO, addressing segment-wide issues and attending meetings at their request.
- Segment Finance Talent Development:
- Cultivate, inspire and develop finance talent, serving as an incubator for future leaders
- Lead and motivate the USCC FP&A team with a focus on building skills capabilities, raising engagement and supporting the team through change
- End-to-End Financial Planning:
- Own and/or be a thought-leader in the complete production cycle for reporting, variance analysis, business forecasts, and relevant governance requirements and processes (e.g., Operating Plan, Quarterly Multi-year Multi-scenario Forecast (QMMF), CCAR, Outlooks, Weekly Financial Updates (WFU), Actuals, Earnings)
- Lead and collaborate with other FP&A divisions to ensure accuracy, timeliness, and alignment with CFO / LFO inputs
- Finance Transformation Leadership:
- Partner with the FP&A Transformation Leads to co-own and drive the execution of the Transformation Program
- Lead the successful implementation of relevant aspects of the Finance Transformation that pertain to their functional discipline, ensuring the realization of full benefits
- Advanced Analytics and Reporting:
- Design and deliver detailed analytics and dashboards that provide deeper insights and facilitate informed reviews that drive outcomes
- Collaborate with other Finance and Risk functions to identify, create and drive adoption of user-friendly, accurate, and relevant tools for stakeholders
- Risk and Control Enhancement:
- Lead and collaborate with the FP&A Risk & Control Lead and Finance CAO to facilitate the execution of the Risk & Control agenda, enhancing the operational effectiveness of Finance within their area of responsibility and across FP&A
- Maintain a strong control environment to safeguard assets and protect the function’s and company's reputation
Qualifications
- 15+ years progressive FP&A experience in large, complex financial institutions
- Bachelor’s degree in Finance, Accounting, Economics, or related quantitative field required; Master's (e.g., MBA, MS Finance) and/or professional certifications (CPA, CFA) preferred.
- Leadership & relationship building:
- Proven success in strategic partnership and communication at an executive level
- Proven ability to influence, build strong relationships and foster collaboration across functions at various organizational levels
- Superior verbal and written communication skills, with the ability to translate complex financial concepts into clear, concise, and compelling narratives for executive audiences
- Talent Development:
- Strong leadership presence with the ability to inspire, motivate, and manage diverse teams.
- Experience in talent management, succession planning, and building high-performing finance teams
- Transformation & Process Improvement:
- Proven experience leading or significantly contributing to finance transformation initiatives, process automation, and system implementations
- Proactive and innovative problem-solver, capable of navigating complex challenges and driving effective solutions
- Strategic & Analytical Acumen:
- Strong business acumen and knowledge of the banking sector including treasury and balance sheet concepts to be able to synthesize complex financial data into actionable insights, identify trends, and develop strategic recommendations.
- Advanced proficiency in financial modeling, forecasting techniques, and analytical tools
- Proficiency with advanced FP&A systems, business intelligence tools, and data visualization platforms
- Risk & Control Orientation: Solid understanding of financial controls, risk management principles, and regulatory requirements
- Change Management: Experience in leading and adapting to organizational change, with a focus on continuous improvement and efficiency
- High integrity
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Job Family Group: Finance------------------------------------------------------
Job Family:Financial Planning & Analysis------------------------------------------------------
Time Type:------------------------------------------------------
Primary Location:New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:$250,000.00 - $500,000.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills Budgeting, Business Acumen, Data Analysis, Digital Skills (Including AI), Financial Analysis, Financial Modeling, Management Reporting, Process Execution, Risk Management Lifecycle, Stakeholder Management.------------------------------------------------------
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:------------------------------------------------------
Automated Processing and AIWe use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
Skills Required
- 15+ years of progressive FP&A experience in large, complex financial institutions
- Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field
- Proven success in strategic partnership and executive-level communication
- Ability to influence, build relationships, and foster collaboration across functions and organizational levels
- Superior verbal and written communication skills, including translating complex financial concepts for executive audiences
- Strong leadership presence and ability to inspire, motivate, and manage diverse teams
- Experience in talent management, succession planning, and building high-performing finance teams
- Experience leading or significantly contributing to finance transformation, process automation, and system implementations
- Proactive and innovative problem-solving ability in complex environments
- Strong business acumen and knowledge of banking, treasury, and balance sheet concepts
- Advanced proficiency in financial modeling, forecasting techniques, and analytical tools
- Proficiency with advanced FP&A systems, business intelligence tools, and data visualization platforms
- Solid understanding of financial controls, risk management principles, and regulatory requirements
- Experience leading and adapting to organizational change
- High integrity
- Master’s degree, such as an MBA or MS in Finance
- Professional certification such as CPA or CFA
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 — Health coverage is presented as comprehensive, including free in-network preventive care, mental-health resources, and the Be Well Program. Materials also state new hires have access to health and insurance benefits from the outset.
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Retirement Support — The retirement plan offers a $1-for-$1 match up to 6% of eligible pay. New employees are eligible for the plan, with automatic enrollment after 90 days if they do not enroll themselves.
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Inclusive Benefits Coverage — Benefits highlight fertility treatment coverage, adoption/surrogacy reimbursement up to $30,000, and disability coverage. Coverage extends to spouses and domestic partners regardless of gender identity or sexuality, with gender-affirming care-related support noted.
Citi Insights
What We Do
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