Financial Planning & Analysis Lead Analyst

$173,555 - $178,431/Yr

Citigroup - New York, NY

Full-time - Mid Level

Remote - New York, NY

Credit Intermediation and Related Activities

About the position

The Financial Planning & Analysis Lead Analyst at Citibank is responsible for creating financial reports, advising on strategic direction, and providing insights to senior management. This role involves executing various financial analyses, preparing analytics for CEO reviews, and maintaining relationships with key partners to influence decision-making. The position supports the CFO with presentations and acts as a subject matter expert for senior stakeholders.

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 guide 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 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 for regulatory and shareholder perspectives to enhance financial performance comprehension.
• Experience executing analysis of Strategic/Operating Plans and forecasts in partnership with FP&A teams.
• Experience in implementing restructuring and investment prioritization strategies.
• Ability to identify and implement course corrections to achieve targets.
• Experience developing centralized analytics in collaboration with regional finance teams.
• Understanding of business dynamics in the context of 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