FP & A 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 FP & A Lead Analyst at Citibank is responsible for understanding and analyzing deposit products and their revenue components within a large commercial banking environment. This role involves coordinating deposit transfer pricing, building forecasting models, and providing insights into financial trends to senior management. The analyst will also execute strategic analyses and maintain relationships with key stakeholders to influence decision-making.

Responsibilities

• Understand deposit products and components of deposit revenue, liquidity, and related items.
• Coordinate deposits transfer pricing with an understanding of hedge vector profiles and interest expenses.
• Build and comprehend forecasting and operating plan models using business trends and macro-economic variables.
• Handle analytics on client profitability metrics such as deposits liquidity value and Net interest revenue/margin.
• 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.
• Develop and maintain relationships with key partners and senior management.
• Prepare presentations and analysis for the CFO's team.

Requirements

• Bachelor's degree in Business Administration, Finance, Accounting, or a related field.
• Six years of experience in financial services, specifically in FP&A roles.
• Experience in multi-year multi-scenario forecasting using Microsoft Office, Oracle Smart View, and macro-economic forecasting platforms.
• Financial analysis experience for monthly forecasts and annual budgets using QlikView and Oracle Smart View.
• Development of centralized analytics around deposit products and transactions.
• Experience in analyzing product profitability and providing insights for business decisions.
• Ability to analyze trends on deposit products and their sensitivity to market changes.

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