Senior Vice President Capital Planning Review Officer

7 days ago


Wilmington, Delaware, United States Citigroup Full time
Job Summary

We are seeking a highly skilled Senior Vice President to join our Capital Planning Review Team (CPRT) within the Finance Chief Risk Office (FinCRO). As a key member of the team, you will provide independent review and challenge across the capital management and planning continuum, encompassing business-as-usual capital management, ongoing and quarterly business and capital planning forecasts (including CCAR/DFAST).

Key Responsibilities
  • Perform effective review and challenge activities for P&L and balance sheet through ongoing interaction with the first line via walkthroughs and dedicated governance meetings.
  • Maintain an end-to-end perspective within and across capital planning components, develop in-depth analysis to assess reasonability of results and ensure transparency of governance, methodologies and processes.
  • Develop a strong understanding of forecasting methodologies across businesses, products, and risks to drive analytical insights, highlight trends, and anticipate outcomes.
  • Analyze financials to provide insights into the results.
  • Present observations and results of the review and challenge during CPRT's review sessions.
  • Develop presentation materials and review and challenge templates and memorialize R&C meetings key takeaways.
  • Lead and conduct deep-dive analysis related to specific forecast components (e.g., P&L, balance sheet) to enhance understanding of drivers and inform decision-making; focus on reviewing and understanding Pre-Provision Net Revenue drivers (e.g., NII, NIR, Expenses) and Balance Sheet.
  • Lead and oversee ad-hoc analysis, including competitor/peer analysis.
  • Present analytical insights to senior stakeholders across the Finance CRO and firm's first line of defense.
  • Guide the development of reports and tools to enhance analytical capabilities.
  • Manage strategic projects by conducting independent research and collaborating with internal stakeholders.
  • Assist with regulatory exams, responses to regulatory feedback, execution of corrective actions, and internal audit exams/reviews; engage with regulators and other external stakeholders.
  • Oversee the development of controls and automation across the reporting process to ensure accuracy and timeliness of information presented to senior management and support a strong control environment across the CPRT.
Requirements
  • 8-12 years of relevant experience within the financial services industry with Tier-1 player or regulatory entity or top-tier consulting; demonstrated experience in macroeconomic / bank analysis.
  • Experience managing large datasets and extrapolating insights for various P&L components.
  • Advanced Microsoft Office skills, particularly Excel and PowerPoint; additional experience with Tableau, SQL, SP&P CapIQ/SNL or Bloomberg preferred.
  • Relevant experience with Capital Planning / Adequacy Process and Capital regulatory requirements (e.g., CCAR/DFAST) and guidance including SR 15-18.
  • Strong verbal and writing communication skills; proactive self-starter and strong project management mindset.
Education

Finance-focused education or certification (CFA, CPA, FRM) preferred. Bachelor's degree in a quantitative discipline (e.g., Math, Economics, Data Analytics/Sciences) and advanced degree (e.g., MBA, MS in Finance, MS in Business Analytics) beneficial.

Citigroup 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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