The Financial Planning and Analysis Lead Analyst is a senior professional role 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 to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi’s current and projected performance.
Responsibilities:
- Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
- Advise on directional strategy and provide guidance on significant business/product decisions
- Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.
- Prepare analytics in support of CEO Reviews, including business initiatives
- Execute analysis of product profitability and provide guidance on significant business and product decisions
- Develop and maintain relationships with key partners and senior management to influence behavior and decision making
- Prepare presentations and analysis for the team supporting the CFO
- 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:
- 6-10 years of relevant experience
- Proficient computer skills with a focus on Microsoft Office applications
- Effective verbal and written communication skills
- Demonstrated presentation skills
- Consistently demonstrates clear and concise written and verbal communication skills
Education:
- Bachelor’s degree/University degree or equivalent experience
- Master’s degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Role: Balance Sheet Loans Wealth Financial Planning and Analysis (FP&A)
Job Background/Context:
The Balance Sheet FP&A team is an integral part of the larger Global FP&A team. The Financial Planning and Analysis C13 VP is a senior professional role responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader finance team. The role is within the Balance Sheet Loans Wealth FP&A team, and requires in-depth understanding of forward-looking processes (planning, outlook, CCAR/QMMF, etc.) The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi’s current and projected performance.
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.
- Role is key contact person for seniors in finance, business, larger balance sheet and Wealth EDS FP&A teams for all activities related to lending products for Wealth business
- Analyze key products within Wealth Loans, namely Securities Backed Lending, Structured Finance etc. and for key client segments, Citi Private Bank and Wealth at Work.
- Responsible for consolidation of Total Lending products across CPB and WAW business for senior management reviews.
- Manage NII/NIR P&L and loans balance sheet for outlook, plan, CCAR / QMMF across segments, coordinate across LFO teams for overlays on model runs, forecast workshops, 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.
- Establish strong relationships and leverage them to seamlessly overcome challenges and meet business needs across finance and business organizations.
- Drive FP&A transformation efforts as part of continuous process improvements
- Drive finance initiatives effectively
- Work with multiple teams based out of NY, Mumbai and Costa Rica.
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Job Family Group:
Finance------------------------------------------------------
Job Family:
Financial Planning & Analysis------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
$129,840.00 - $194,760.00
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, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.------------------------------------------------------
Other Relevant Skills
Assessment, Credible Challenge.------------------------------------------------------
Anticipated Posting Close Date:
Jun 18, 2025------------------------------------------------------
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.
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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