Financial Planning

3 weeks ago

New York, New York, United States 00002 Citibank, N.A. Full time
Job Summary

This Financial Planning & Analysis role provides critical support, analysis, and insight for the Quarterly Multi-Year Multi-Scenario Forecast (QMMF), CCAR PPNR Stress Testing and Operating Plan (budget) forecast. The role works closely with the Citi team to create and model financial results and projections for each line of business. Through this analysis, the team facilitates the projections, which are used for the QMMF, regulatory CCAR and annual Operating Plan forecast.

Key Responsibilities
  • Execute rigorous review of various forecasting activities, including overlays, workstream adjustments, assumptions, benchmarking, 14A schedules, and forecast results.
  • Engage/lead discussion with 2nd Line of Defense teams (review & challenge), Model Risk Management and Capital Planning Review Team.
  • Coordinate FP&A activities, including liaising with business FP&A teams, Risk, Treasury and Capital Planning; the ability to build partnerships is essential.
  • Develop analytics to help drive understanding of key results by senior management, partner groups and 2nd Line of Defense teams.
  • Develop presentations/analysis of review and challenge activities/results to PPNR Senior Governance Group.
  • Support Consent Order/Transformation milestones and respective deliverable/activities.
  • Support resolution of Fed questions/variance analysis, develop and review regulatory materials.
  • Support external and internal audits of the PPNR process and results.
  • Contribute to technology projects as a business SME to enhance/automate process.
Requirements
  • 8+ years of relevant finance/business/accounting experience in financial services.
  • Financial statement and specific product knowledge is preferred.
  • Good working knowledge of RUBY system is a plus.
  • Ability to translate complex financial schedules into meaningful analysis and presentations.
  • Demonstrated analytical skills, including the ability to synthesize quantitative and qualitative data to draw conclusions and assist with decision making.
  • Strong interpersonal skills, with a balance of assertiveness and discretion to be a credible and sought-after resource.
  • Flexibility to be effective and persuasive with all levels of management.
  • Ability to build key cross-functional and cross-business relationships.
  • Change agent mentality to drive for process enhancements and simplification; demonstrated ability to lead projects.
Education
  • Bachelor's degree in Economics, Finance, Accounting, or related discipline.

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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