Citigroup - New York, NY

posted about 1 month ago

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

About the position

The Financial Planning and Analysis Lead Analyst is a senior professional role at Citi responsible for providing management with analysis and insights into the company's financial results. This position plays a crucial role in contributing to the directional strategy of the organization and requires in-depth specialty knowledge to evaluate financial reports and projected performance. The analyst will work closely with the broader Finance team and must reside in the NYC area, reporting on-site three times a week.

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 in collaboration with FP&A teams.
  • Prepare analytics for CEO Reviews, including business initiatives.
  • Analyze product profitability and guide significant business and product decisions.
  • Develop and maintain relationships with key partners and senior management to influence decision-making.
  • Prepare presentations and analysis for the CFO's team.

Requirements

  • 6-10 years of relevant experience in financial analysis or related field.
  • Proficient computer skills, particularly in Microsoft Office applications.
  • Effective verbal and written communication skills.
  • Demonstrated presentation skills.
  • Bachelor's degree or equivalent experience; Master's degree preferred.

Benefits

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