Citigroup, Inc

FP & A Sr. Lead Analyst S.V.P. - C14 - NEW YORK

Citigroup, Inc • $163K — $245K *
New York, NY 10025Hybrid
Finance & Insurance
8 - 10 years of experience
Today
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Job Overview by Ladders

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 in Microsoft Office, especially Excel and PowerPoint
  • Knowledge of Oracle, Essbase, and SAP systems
  • Strong written and verbal communication skills

Responsibilities

  • Lead the creation of financial reports and summarize financial trends for senior management
  • Analyze forecasts and strategic plans in partnership with financial planning teams
  • Prepare analytics for CEO Reviews and business initiatives
  • Examine product profitability within Citigroup
  • Cultivate relationships with key partners to influence decision-making
  • Develop presentations and analysis for the CFO
  • Manage compliance and risk assessment in business decisions

Benefits

  • Medical, dental, and vision coverage
  • 401(k) retirement plan
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off packages, including vacation and sick leave
  • Paid holidays
Full Job Description
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:

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.


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 - $245,400.00

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.

Anticipated Posting Close Date:
Mar 14, 2025

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Finance & Insurance
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ
C
* Ladders Estimates

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