FP & A Lead Analyst V.P. - C13 - NEW YORK

$129,840 - $194,760/Yr

Citigroup - New York, NY

Full-time - Senior

New York, NY

Credit Intermediation and Related Activities

About the position

The Financial Planning and Analysis (FP&A) Lead Analyst is a senior professional role focused on providing insights into Investment Banking (IB) planning and analysis. This position collaborates with the broader Finance team to contribute to strategic direction and offers specialized knowledge to evaluate Citi's financial performance. The role encompasses various Investment Banking products, including Mergers & Acquisitions (M&A), Equity Capital Markets (ECM), and Debt Capital Markets (DCM).

Responsibilities

• Support the creation of financial analysis (Revenues, Expenses and Balance Sheet) to identify financial trends and provide insights in conjunction with IB Wallet and Share analysis.
• Execute analysis to support the annual 3-year Strategic/Operating Plans, quarterly Outlook process, CCAR/QMMF PPNR forecasts, Quarterly Earnings, Quarterly Business Reviews (QBR), and Weekly Financial Update (WFU) in partnership with the IB LFO team and other finance teams.
• Prepare analytics in support of CEO Reviews, including business initiatives and performance against Plan, QMMF, Outlook, and Prior Year/Qtr at various levels for all products within IB.
• Develop and maintain relationships with key partners, including the IB LFO team, senior management, FP&A, and Controller teams.
• Lead and/or support daily, weekly, monthly, quarterly, and ad hoc reporting, analysis, and processes.
• Prepare presentations and analysis for the team supporting the Investment Banking LFO team and Banking LFO.

Requirements

• 6-10 years of relevant experience
• Proficient technical skills with a focus on Microsoft Office (particularly Excel and PowerPoint) applications
• Tableau experience would be advantageous
• Effective verbal and written communication skills
• Demonstrated presentation skills
• Consistently demonstrates clear and concise written and verbal communication skills

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