The Financial Planning and Analysis Senior Lead Analyst is a senior 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 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:
- Lead creation of Citi financial reports and liaise with finance teams to provide a summary of financial trends and insight to senior management
- Lead analysis of forecasts, strategic and operating plans, and create monthly outlooks in partnership with segment, business, and country financial planning and analysis teams
- Prepare analytics in support of CEO Reviews including business initiatives
- Lead analysis of Citigroup’s product profitability
- Develop relationships with key partners and senior management to influence behavior and decision making
- Prepare presentations and analysis for the team and in support of the CFO
- 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:
- 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
Job Purpose:
An excellent opportunity for individuals seeking a career within Citigroup and more specifically within the finance division. The purpose of the role will be to support the Balance Sheet Loans Wealth Financial Planning and Analysis (FP&A) team with the performance of key activities (as described below).
Job Background/Context:
Citi is the leading global financial services company. It does business in more than 100 countries, providing consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management.
The Balance Sheet FP&A team is an integral part of the larger Global FP&A team. The Financial Planning and Analysis C14 SVP 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
- Analyse key products within Wealth Loans, namely Mortgages, Securities Backed Lending, Cards Loan, Structured Finance etc and key client segments, Citi Private Bank, Wealth at Work and Citigold.
- Responsible for consolidation of Total Lending products across Wealth 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:
$163,600.00 - $245,400.00In 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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Anticipated Posting Close Date:
Mar 14, 2025------------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
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.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
Skills Required
- 10+ years of relevant experience
- Experience within financial services
- Experience providing financial analysis for monthly forecasts, multi-year strategic forecasts, and annual budgets
- Proficient Microsoft Excel and PowerPoint skills
- Knowledge of Oracle, Essbase, and SAP
- In-depth understanding of forward-looking processes (planning, outlook, CCAR/QMMF)
- Experience analyzing product profitability and managing NII/NIR P&L and loans balance sheet
- Experience preparing MRM documentation and working with model development teams on model convergence
- Consistently demonstrates clear and concise written and verbal communication
- Bachelor's degree or equivalent experience
- Master's degree
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.
Citi Insights
What We Do
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
