FP&A Lead Analyst V.P. Loans FP&A

$142,320 - $213,480/Yr

Citigroup - New York, NY

Full-time - Mid Level

New York, NY

Credit Intermediation and Related Activities

About the position

The Balance Sheet Management Lead Analyst is a strategic professional who plays a crucial role in the governance of funding, investing, and analytics of the balance sheet. This position requires staying updated on developments within the finance field and contributing to the directional strategy by applying this knowledge to the job and the business. The analyst is recognized as a technical authority in their area, necessitating a basic commercial awareness. Typically, there are multiple professionals within the business who provide the same level of subject matter expertise, which emphasizes the importance of developed communication and diplomacy skills. These skills are essential for guiding, influencing, and convincing others, particularly colleagues in different areas and occasional external customers. The role has a significant impact on the area through complex deliverables, providing advice and counsel related to the technology or operations of the business. The work performed by the analyst affects the entire area, ultimately influencing the overall performance and effectiveness of the sub-function or job family. Key responsibilities include managing liquidity and interest rate risk, overseeing the capital/legal entity structure, and capital planning, as well as managing relationships with rating agencies. The analyst will also be involved in capital markets activities, including commercial paper and securitization, liquidity, accrual risk oversight, and transfer pricing. Exposure to Citi's balance sheet is expected, along with the development of an understanding of the data and technology infrastructure that supports the liquidity reporting process. The analyst will also be responsible for appropriately assessing risk when making business decisions, demonstrating a particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets. This includes driving compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.

Responsibilities

• Contributes to the governance of funding, investing, and analytics of the balance sheet.
• Participates in managing liquidity and interest rate risk, the capital/legal entity structure, and capital planning.
• Manages rating agency relationships.
• Involved in capital markets activities including commercial paper and securitization.
• Oversees liquidity, accrual risk, and transfer pricing.
• Develops understanding of data and technology infrastructure supporting the liquidity reporting process.
• Performs other duties and functions as assigned.
• Assesses risk when business decisions are made, considering the firm's reputation and safeguarding Citigroup, its clients, and assets.
• Drives compliance with applicable laws, rules, and regulations, adhering to policy, and applying sound ethical judgment.

Requirements

• Bachelor's degree in Finance or Accounting or related field preferred.
• 6-10 years of experience in Finance.
• Advanced analytical skills with the ability to see the big picture.
• Excellent communication skills, able to make complex subjects easily digestible for senior management.
• Proven PowerPoint and Excel skills.
• Ability to prioritize in a fast-paced environment.
• Ability to interact with all levels of management.
• Must be a team player.

Nice-to-haves

• Potentially a Master's degree.

Benefits

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