Financial Planning and Analysis Senior Lead Analyst

1 day ago


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

The Financial Planning and Analysis Senior Lead Analyst is a senior-level position responsible for providing management with in-depth analysis and insights of Investment Banking financial results. This role requires coordination with the broader Finance team to contribute to directional strategy and provide advice/counsel on the evaluation of financial reports of Citi's current and projected performance.

Key Responsibilities
  • Lead creation of Citi financial reports and liaise with finance teams to provide a summary of financial trends and insights to senior management
  • Lead analysis of forecasts, strategic and operating plans, and create monthly outlooks in partnership with segment, business, and country financial planning and analysis teams
  • Prepare analytics and insights in support of CEO Reviews including business initiatives
  • Lead analysis of Citigroup's product profitability
  • Develop relationships with key partners and senior management to influence behavior and decision making
  • Prepare presentations and analysis for the team and in support of the CFO
Qualifications
  • 10+ years of relevant experience
  • Experience within financial services
  • Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
  • Proficient Microsoft Office skills with an emphasis on Excel and PowerPoint
  • Knowledge of Tableau and OneStream preferable
  • Consistently demonstrates clear and concise written and verbal communication
Education
  • Bachelor's degree/University degree or equivalent experience
  • Master's degree preferred

Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays are also available.



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