Citigroup - New York, NY

posted 5 months ago

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

About the position

The Financial Planning and Analysis Senior Lead Analyst is a senior level position responsible for providing management with an analysis and insight of Citi's financial results in coordination with the broader Finance team. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi's current and projected performance. This role will be part of the new Legacy Franchises (LF) Finance organization and will be involved in the financial aspects related to managing activities associated with the divestiture and winding-down of the remaining consumer and commercial businesses in the announced markets. This includes sizing impacts related to timing of divestitures, expenses required to support the divestitures and business wind-down/resizing, capital planning, balance sheet management, restructuring, budgeting, and reporting and controls. The position will require the candidate to partner closely across regions, businesses, and functions, along with LF management and the finance teams to ensure stranded cost reduction timing and commitments and alignment across the multiple processes that will include stranded cost financials (i.e. Outlook, Plan, QMMF).

Responsibilities

  • Lead creation of Citi financial reports and liaise with finance teams to provide a summary of financial trends and insight to senior management
  • Lead analysis of forecasts, strategic and operating plans, and create monthly outlooks in partnership with segment, business, and country financial planning and analysis teams
  • Prepare analytics in support of CEO Reviews including business initiatives
  • Lead analysis of Citigroup's product profitability
  • Develop relationships with key partners and senior management to influence behavior and decision making
  • Prepare presentations and analysis for the team and in support of the CFO
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by 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.

Requirements

  • 10+ years of relevant experience
  • Experience within financial services
  • Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
  • Proficient Microsoft Office skills with an emphasis on Excel and PowerPoint
  • Knowledge in additional systems including Oracle, Essbase, and SAP
  • Consistently demonstrates clear and concise written and verbal communication

Nice-to-haves

  • Master's degree preferred

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
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