Senior Financial Planning and Analysis Lead

4 weeks ago

New York, New York, United States Citigroup Inc Full time
Job Summary

The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citigroup's financial results in coordination with the broader Finance team.

This role is part of the Financial Planning and Analysis team in support of the Wealth business which is comprised of the Private Bank, Wealth at Work and Citigold segments. Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices.

Key Responsibilities
  • Support the Citigold business across all FP&A activities including Actuals, Outlook, CCAR, quarterly multi-year multi-scenario forecasting, and Operating Plan.
  • Communicate effectively with the business teams and Finance partners across the LFO team and FP&A teams.
  • Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management.
  • Advise on directional strategy and provide guidance on significant business/product decisions.
  • Execute 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.
  • Prepare analytics in support of CEO Reviews, including business initiatives.
  • Execute analysis of product profitability and provide guidance on significant business and product decisions.
  • Develop and maintain relationships with key partners and senior management to influence behavior and decision making.
  • Prepare presentations and analysis for the team supporting the LFO.
  • Has the ability to operate with a limited level of direct supervision.
  • Can exercise independence of judgement and autonomy.
  • Acts as SME to senior stakeholders and/or other team members.
  • Coordinate and partner with teams located globally.
  • 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
  • 6-10 years of relevant experience.
  • Proficient computer skills with a focus on Microsoft Office applications.
  • Effective verbal and written communication skills.
  • Demonstrated presentation skills.
  • Consistently demonstrates clear and concise written and verbal communication skills.
  • Bachelors degree/University degree or equivalent experience.
  • Masters degree preferred.
About Citigroup Inc

Citigroup Inc 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.

Citigroup Inc invites all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi.

Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

  • Senior Financial Planning and Analysis Lead

    4 weeks ago

    New York, New York, United States Citigroup Inc Full time

    Job SummaryThe Senior Financial Planning and Analysis Lead is a senior-level position responsible for providing management with in-depth analysis and insights of Citigroup's financial results. The role requires coordination with the broader Finance team to contribute to directional strategy and provide advice on financial reports.Key ResponsibilitiesLead...

  • Senior Financial Planning and Analysis Lead

    4 weeks ago

    New York, New York, United States Citigroup Inc Full time

    The Senior Financial Planning and Analysis Lead will provide management with in-depth analysis and insights of Citigroup's financial results, working closely with the broader Finance team. This role is responsible for contributing to directional strategy and utilizing expertise to provide advice and counsel on financial reports.Key Responsibilities:• Lead...

  • Senior Financial Planning and Analysis Lead

    4 weeks ago

    New York, New York, United States Citigroup Inc Full time

    Job SummaryThe Financial Planning and Analysis Senior Lead Analyst is a senior-level position responsible for providing management with in-depth analysis and insights into Citigroup's financial results. This role requires coordination with the broader Finance team to contribute to directional strategy and provide advice on the evaluation of financial...

  • Senior Financial Planning and Analysis Lead

    4 weeks ago

    New York, New York, United States Citigroup Inc Full time

    The Financial Planning and Analysis Lead Analyst plays a pivotal role in providing management with in-depth analysis and insights into Citi's financial results. This senior professional role is responsible for coordinating with the broader Finance team to drive directional strategy and provide expert advice on financial reports.Key responsibilities include...

  • Senior Financial Planning and Analysis Lead

    3 weeks ago

    New York, New York, United States Citigroup Inc Full time

    The Senior Financial Planning and Analysis Lead is a senior-level position at Citigroup Inc. responsible for providing management with in-depth analysis and insights of financial results in coordination with the broader Finance team.The overall objective is to contribute to directional strategy and utilize in-depth specialty knowledge to provide advice and...

  • Senior Financial Planning and Analysis Lead

    4 weeks ago

    New York, New York, United States Citigroup Inc Full time

    Job SummaryThe Senior Financial Planning and Analysis Lead will provide management with an analysis and insight of Citigroup'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...

  • Senior Financial Planning and Analysis Lead

    4 weeks ago

    New York, New York, United States Citigroup Inc Full time

    Job Summary:The Senior Financial Planning and Analysis Lead is a critical role within Citigroup Inc. responsible for providing in-depth analysis and insights to senior management. This position requires a strong understanding of financial planning and analysis, as well as excellent communication and leadership skills.Key Responsibilities:Lead the creation of...

  • Senior Financial Planning and Analysis Lead

    4 weeks ago

    New York, New York, United States Citigroup Inc. Full time

    Job SummaryThe 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.Key ResponsibilitiesCreate financial reports and meet with finance team to clearly summarize financial trends and provide insight...

  • Senior Financial Planning and Analysis Lead

    4 weeks ago

    New York, New York, United States Citigroup, Inc. Full time

    Job Summary:The Senior 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...

  • Senior Financial Planning and Analysis Lead

    4 weeks ago

    New York, New York, United States Citigroup Inc Full time

    Job SummaryThe Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citigroup'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...

  • Senior Financial Planning and Analysis Lead

    3 weeks ago

    New York, New York, United States Hispanic Technology Executive Council Full time

    The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citis 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...

  • Financial Planning and Analysis Senior Lead Analyst

    4 weeks ago

    New York, New York, United States Citigroup Inc Full time

    The Financial Planning and Analysis Senior Lead Analyst role at Citigroup Inc. is a senior-level position that requires providing management with in-depth analysis and insights into the company's financial results. This involves working closely with the broader Finance team to contribute to directional strategy and provide advice on the evaluation of...

  • Senior Financial Planning and Analysis Lead

    4 weeks ago

    New York, New York, United States Citigroup Inc Full time

    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/counsel on...

  • Financial Planning and Analysis Lead

    1 month ago

    New York, New York, United States Citigroup Inc Full time

    Job SummaryThe Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citigroup's financial results in coordination with the broader Finance team.Key ResponsibilitiesCreate financial reports and meet with finance team to clearly summarize financial trends and provide...

  • Senior Manager of Financial Planning and Analysis

    6 days ago

    New York, New York, United States Playfly Sports Properties, LLC Full time

    Job Description:We are seeking a Senior Manager of Financial Planning and Analysis to join our team at Playfly Sports Properties, LLC. The ideal candidate will have a strong background in financial planning and analysis, with a proven track record of driving business growth and improving financial performance.Responsibilities:Lead the day-to-day operations...

  • Senior Financial Planning and Analysis Manager

    3 weeks ago

    New York, New York, United States Citigroup Inc Full time

    Citigroup Inc is seeking a highly skilled Senior Financial Planning and Analysis Manager to join our Trade LFO team. The ideal candidate will have a strong background in financial planning and analysis, with experience in leading cross-functional teams and driving business growth.Key Responsibilities:Develop and implement financial planning and analysis...

  • Senior Director, Financial Planning and Analysis

    3 weeks ago

    New York, New York, United States Christian Dior Perfumes Full time

    Job Title: Senior Director, Financial Planning and AnalysisChristian Dior Perfumes is seeking a highly skilled Senior Director, Financial Planning and Analysis to join its North America teams.The ideal candidate will have a strong background in financial planning and analysis, with experience in the retail, luxury, or CPG industries. They will be responsible...

  • Senior Financial Planning and Analysis Manager

    4 weeks ago

    New York, New York, United States PGMTEK Inc. Full time

    Job DescriptionWe are seeking a highly skilled Senior Financial Planning and Analysis Manager to join our team at PGMTEK Inc. in a key role that will drive business growth and success.Key ResponsibilitiesDevelop and maintain comprehensive financial models and forecasts to inform business decisions.Lead the analysis of financial data to identify trends and...

  • Senior Director, Financial Planning and Analysis

    4 weeks ago

    New York, New York, United States LVMH Perfumes & Cosmetics Full time

    At LVMH Perfumes & Cosmetics, we are seeking a highly skilled Senior Director, Financial Planning and Analysis to join our North America teams.The ideal candidate will have a strong background in financial planning and analysis, with experience in the retail, luxury, or consumer packaged goods industries.The Senior Director, Financial Planning and Analysis...

  • Senior Financial Planning and Analysis Manager

    4 weeks ago

    New York, New York, United States Hispanic Technology Executive Council Full time

    Citi's Trade and Working Capital Solutions (TWCS) business within the Services organization is a dynamic, high growth global business that offers working capital solutions to clients across Banking, Capital Markets, Mergers and Acquisitions and Citi Commercial Bank client segments in over 100 countries.The Trade LFO team is part of the Services CFO team,...