Citigroup - New York, NY

posted about 2 months ago

Full-time - Senior
Remote - New York, NY
Credit Intermediation and Related Activities

About the position

Citibank N.A. is seeking a Financial Planning & Analysis Lead Analyst for its New York, NY location. This role is pivotal in creating financial reports and collaborating with the finance team to summarize financial trends effectively, providing insights to senior management. The successful candidate will advise on directional strategy and offer guidance on significant business and product decisions. The position involves executing comprehensive analyses of annual three-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams. Additionally, the analyst will prepare analytics in support of CEO Reviews, including various business initiatives, and will be responsible for analyzing product profitability to guide critical business and product decisions. The role requires the development and maintenance of relationships with key partners and senior management to influence behavior and decision-making processes. The analyst will also prepare presentations and analyses for the team supporting the CFO and act as a Subject Matter Expert (SME) to senior stakeholders and/or other team members. A telecommuting or hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols.

Responsibilities

  • Create financial reports and summarize financial trends for senior management.
  • Advise on directional strategy and significant business/product decisions.
  • Execute analysis of annual 3-year Strategic/Operating Plans and CCAR PPNR forecasts.
  • Prepare analytics in support of CEO Reviews and business initiatives.
  • Analyze product profitability and provide guidance on business decisions.
  • Develop and maintain relationships with key partners and senior management.
  • Prepare presentations and analysis for the CFO's team.
  • Act as a Subject Matter Expert (SME) to senior stakeholders and team members.

Requirements

  • Bachelor's degree in Accounting, Finance, or a related field.
  • Six years of experience in financial analysis within the financial services industry.
  • Experience in providing financial analysis for monthly forecasts and annual budgets.
  • Support regulatory and shareholder perspectives to enhance financial performance comprehension.
  • Execute analysis of annual 3-year Strategic/Operating Plans and CCAR PPNR forecasts.
  • Implement restructuring/right sizing and investment prioritization in high growth sectors.
  • Identify and implement course corrections to achieve targets, including financial analysis for divestitures.
  • Develop standard and centralized analytics in collaboration with regional finance teams.
  • Interpret business performance against targets considering macroeconomic and market factors.

Benefits

  • Paid holidays
  • Disability insurance
  • Health insurance
  • Dental insurance
  • 401(k)
  • Paid time off
  • Vision insurance
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