Citigroup - New York, NY
posted 2 months ago
The Financial Planning and Analysis Lead Analyst is a senior professional role 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 and counsel on the evaluation of financial reports of Citi's current and projected performance. This position requires a high level of analytical skills and the ability to interpret complex financial data to support strategic decision-making processes within the organization. In this role, the Lead Analyst will create financial reports and meet with the finance team to clearly summarize financial trends and provide insight to senior management. The analyst will advise on directional strategy and provide guidance on significant business and product decisions. Additionally, the role involves executing analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams. The analyst will also prepare analytics in support of CEO Reviews, including business initiatives, and execute analysis of product profitability to guide significant business and product decisions. The Lead Analyst will develop and maintain relationships with key partners and senior management to influence behavior and decision-making. This position requires the ability to operate with a limited level of direct supervision, exercising independence of judgment and autonomy. The analyst will act as a Subject Matter Expert (SME) to senior stakeholders and/or other team members, appropriately assessing risk when business decisions are made, and demonstrating 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, and applying sound ethical judgment regarding personal behavior, conduct, and business practices.