Financial Planning & Analysis Lead Analyst, VP

 •  Citigroup New York, NY

Financial Services

Salary depends on experience
Posted on 11/22/17
New York, NY
Financial Services
Salary depends on experience
Posted on 11/22/17


Citi, the leading global bank, has approximately200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range offinancial products and services, including consumerbanking and credit, corporate andinvestmentbanking, securities brokerage, transaction services, andwealth management. Our core activities are safeguarding assets, lending money, making payments and accessing thecapital markets on behalf of ourclients.Citi’sMission and Value Propositionexplain what we do andCiti Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to ourclients by responsibly providingfinancial services that enable growth and economic progress. We strive to earn and maintain ourclients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.Diversity is a key business imperative and a source of strength at Citi. We serveclients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this samediversity at all levels. Citi has made it a priority to foster a culture where the best peoplewant to work, where individuals are promoted based on merit, where we value and demand respect forothers and where opportunities to develop are widely available to all.The Citi Private Bank, located in 48 offices in 16 countries, acts as a trusted advisor to many of the world's most successful and influential individuals and families.  From our comprehensive platform of products and services, the Private Bank creates customizedwealth management strategies forclients such as entrepreneurs and business owners, single- and multi-family offices, senior corporate executives, next-generation inheritors,law firms and attorneys. To grow, manage and preserve wealth in a thoughtful and holistic way, the Private Bank is committed to objective advice underpinned by a truly openarchitecture platform, complemented with access forclients to globalcapital markets, cash management and lending solutions,wealth advisory and trust services, and a premier level ofclient services andexperiencesJob Purpose:

  • Support the global LFO and senior business leadership team in all aspects of Finance
  • Partner with the Private Bank product business heads and leadership team in achieving financial goals
  • Assist in the delivery of Planning & Analysis in support of CPB in partnership with Accounting, Tax, Treasury and the wider Finance organization
  • Work with the ICG Workstream structure to integrate Private Bank Finance with the broader ICG finance systems and processes


  • Advise and partner with CPB LFO in providing finance analytics
  • Assist CPB Finance team on core finance processes - control, budgeting, forecasting, reporting, reviews, analysis and system implementation
  • Coordinate with matrix functions across the globe
  • Ensure expense vigilance and partner with regional finance teams to deliver financial objectives.
  • Interface with ICG Workstreams, and global and regional CPB finance teams to deliver against corporate deliverables
  • Drive finance productivity and innovation, including standardizing and globalizing processes and systems


  • Strong background in one or more of the core finance disciplines (P&A, Controller, Strategy, Treasury, Tax)
  • Significant experience in Finance, Planning or Strategy disciplines
  • Familiarity with the wealth management industry is desirable but not essential
  • Working knowledge of ICG/Private Bank business is useful
  • Ability to interact with senior audiences, on a variety of internally driven and function driven deliverables.
  • Breadth of experience (product, region, country), and across finance/business lines preferred
  • Strong understanding of balance sheet products is essential (Lending, Banking, Treasury)
  • Strong people management skills, especially with matrix organizations and people that are not direct reports
  • Intellectually curious and able to learn quickly
  • Driven to deliver results
  • Bachelordegree or equivalent relevant work experience
  • Job ID: 17077497
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