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.
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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, 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:Nov 04, 2026------------------------------------------------------
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
- 6-10 years of relevant experience
- Proficient computer skills, particularly with Microsoft Office applications
- Effective verbal and written communication skills
- Demonstrated presentation skills
- Bachelor's degree or equivalent experience
- Master's degree
What We Do
Citigroup is a global diversified financial services holding company serving consumers, corporations, governments and institutions. It provides consumer banking and credit, corporate and investment banking, securities brokerage, trade and securities services, and wealth management. Operating across nearly 160 countries and jurisdictions, Citi aims to be a leading partner for institutions with cross-border needs, a global wealth manager, and a valued personal bank in the United States.
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