Citigroup - New York, NY

posted about 2 months ago

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

About the position

Citibank N.A. is seeking a Financial Planning & Analysis Lead Analyst to join its team in New York, NY. This role is pivotal in creating financial reports and collaborating with the finance team to summarize financial trends effectively. The successful candidate will provide insights to senior management, advising on directional strategy and guiding significant business and product decisions. The analyst will execute comprehensive analyses 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. In addition to these responsibilities, the analyst will prepare analytics in support of CEO Reviews, focusing on business initiatives. The role requires executing product profitability analyses and providing guidance on critical business and product decisions. Building and maintaining relationships with key partners and senior management is essential 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 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, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks.
  • Prepare analytics in support of CEO Reviews, including business initiatives.
  • Execute analysis of product profitability and provide guidance on business decisions.
  • Develop and maintain relationships with key partners and senior management.
  • Prepare presentations and analysis for the team supporting the CFO.
  • Act as SME to senior stakeholders and/or other team members.

Requirements

  • Bachelor's degree, or foreign equivalent, in Accounting, Finance, or a related field.
  • Six (6) years of experience in the job offered or in a related occupation in the financial services industry.
  • Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets.
  • Support regulatory and shareholder perspectives to enhance comprehension of financial performance.
  • Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with FP&A teams.
  • Implement restructuring/right sizing and investment prioritization to high growth sectors.
  • Identify and implement course corrections to ensure achievement of targets.
  • Develop standard and centralized analytics in collaboration with regional finance teams and functional partners.
  • Interpret business performance against targets considering macroeconomic and market factors.

Benefits

  • Medical, dental & vision coverage
  • 401(k)
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off packages including vacation, sick leave, and paid holidays
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