Financial Planning and Analysis Lead Analyst
2 days ago
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.
Key Responsibilities- Create financial reports and meet with the finance team to clearly summarize financial trends and provide insight to senior management.
- Advise on directional strategy and provide guidance on significant business and 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 CFO.
- Has the ability to operate with a limited level of direct supervision.
- Can exercise independence of judgment and autonomy.
- Acts as SME to senior stakeholders and/or other team members.
- 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.
- 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.
- Bachelor's degree/University degree or equivalent experience.
- Masters degree preferred.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Details- Job Family Group: Finance
- Job Family: Financial Planning & Analysis
- Time Type: Full time
- Primary Location: New York, New York, United States
Citi offers competitive employee benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
For additional information regarding Citi employee benefits, please visit https://www.citi.com/careers/benefits. Available offerings may vary by jurisdiction, job level, and date of hire.
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