8 days old

FP & A Lead Analyst

New York, NY 10176
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 the evaluation of financial reports of Citis current and projected performance.


+ 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 CFO

+ 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.

+ 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


+ Bachelors 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.


The Global Enterprise Operations and Technology (EO&T) FP&A team is the analytical function and supports the O&T CFO and O&T Senior Leadership team. The team is responsible for Enterprise O&T Financial Planning and Analysis activities which encompasses strategic planning, budgeting, forecasting and financial analysis. The group is also responsible for the consolidation of Global O&T financials which includes businesses groups such as Consumer (GCB) O&T and Institutional Client Group (ICG) O&T. The group works closely with Corporate FP&A, Controllers, Treasury and Citi FP&A business leads.

**Responsibilities:** Provide financial, analytical and strategic support to the EO&T Finance team

+ Responsible for the detailed analytical review of EO&T financials, and for coordinating and providing meaningful variance reporting and supporting analyses to senior management.

+ Participate in the implementation of process and procedures for financial analyses and development of management reporting issued to senior management

+ Prepare monthly financial statements/documents/presentations, conduct variance analysis and provide insight for reviews with senior management

+ Lead initiative to track performance against investments, productivity, divestitures and transfers/new work

+ Partner with Controllers team to analyze cost allocations process, including reviews with recipients

+ Support Balance Sheet and Revenue forecasting in RUBY for the Outlook / MYF / Plan / CCAR

+ Support all senior management presentations including CFO / CEO and Corporate reviews

+ Individual will work closely with EO&T FP&A Finance teams, Controllers and Treasury; he/she will also be liaison with Corporate FP&A

+ Will be a key member of the EO&T FP&A team to pull together the business narrative to reporting and analytics.


+ Undergraduate degree in Finance or Accounting is preferred

+ 5+ years of relevant industry experience, Financial Services experience preferred.

+ Strong quantitative/analytical skills

+ Excellent written and verbal communication skills with a strong attention to details

+ Curiosity, enthusiasm and willingness to learn a complex business.

+ Ability to multi-task and handle changing priorities while executing on numerous deliverables simultaneously

+ Strong MS Excel, PowerPoint ESSBASE, P2P knowledge and proficiency in reporting toolsets

+ Ability to work independently with a proven track record of solving problems and delivering solutions.

**Education Level**

**:** Bachelor's Degree

**Primary Location**

**:** NAM-USA-NY-New York 388 Greenwich St

**Job Category**

**:** Finance


**:** Full-time


**:** Day Job

**Employee Status**

**:** Regular


**:** No

**Salary Grade:** C13

**Relocation:** No


**Job Family Group:**



**Job Family:**

Financial Planning & Analysis


**Time Type:**

Full time


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.

Citigroup Inc. and its subsidiaries ("Citi) invite 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** .

View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .

View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)


Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.


Posted: 2022-05-13 Expires: 2022-06-12

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FP & A Lead Analyst

New York, NY 10176

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