1+ months

Global Cards Finance Planning & Analysis Analyst, AVP - Long Island City, NY or Wilmington, DE

Queens, NY
  • Primary Location: United States,New York,Long Island City
  • Other Location: United States,Delaware,Wilmington
  • Education: Bachelor's Degree
  • Job Function: Finance
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 10 % of the Time
  • Job ID: 18038217


About Citi
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.
Citis Mission and Value Propositionexplains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients and the publics trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.
Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.
Citi's Global Consumer Bank (GCB) was established in 2012 to harness the power of one global consumer and commercial banking business and operating model; and to have a simplified organization with clear decision-making authority and accountability. GCB is comprised of the Bank's consumer product offerings in North America and around the world, including banking services, credit cards, loans and insurance which reside in four global units: Citi Cards, Citi Mortgage, Commercial Banking and Retail Banking. The focus of these businesses is to capture the value of global synergies while preserving our local market responsiveness to ensure superior results and an enhanced client and customer experience.  
Position Summary
Reporting to the Finance Lead for the Costco portfolio, the candidate is responsible for the financial management of the Costco products supporting the Costco and Cobrand Business Heads, as well as the individual Business Product Executives.  The candidate works cross-functionally with Marketing, Risk, Accounting, Decision Management and Finance to determine the strategy for the Costco Products, as well as being responsible for achieving the financial Revenue and Expense goals. They will perform all financial activities to support strategic decision making through insightful analysis, forecasting and business case development.
Key Responsibilities
  • Support the Costco product team through analysis, forecasting, planning and business case development.  Provide all aspects of financial oversight including budgeting, reporting and planning.  Work with Product leadership to manage strategic and financial issues and to achieve all financial goals and targets and understand financial trends.
  • Insure expense control, monitoring and budgeting.
  • Produce contractual partner reporting and analysis.
  • Partner cross-functionally with Business leadership to assess business drivers, P&L performance and to maintain a high standard of controls.
  • Develop analytical frameworks and create business cases to support financially sound strategic decisions for product related investments, Revenue initiatives, new product and initiative launches and changes to customer product offerings and pricing.
  • Deliver on product portfolio financial objectives including Revenue and Expense goals.
  • Closely monitor and analyze the performance of the new Costco portfolio versus the forecast and original business case.  Communicate performance to Card Senior Management, the Global Card CFO and provide clear, timely updates through the quarterly CFO flash reviews.  Analyze actual profitability performance and update management on expectations, as well as develop communications to the partner Costco.
  • Represent Finance at Business meetings.
  • Create an efficient business and reporting framework and manage production of accurate, timely financial reporting.
  • Prepare decks for Senior Management with insights on product portfolio performance.
  • Along with business partners, drive key strategic initiatives.


  • Bachelor's degree in Accounting or Finance, professional accounting certification and/or MBA preferred
  • At least 3 plus years of relevant experience in financial services, preferably in a large complex organization with responsibilities across multiple businesses
  • Strong financial modeling skills with the ability to drive top down strategic and operational plans
  • Ability to build strong relationships and interact at all levels in the organization
  • Strategic thinker
  • Strong influencing skills and ability to work through conflicts
  • Excellent interpersonal, communication and leadership skills
  • Proven process management skills


Posted: 2018-06-12 Expires: 2018-10-31

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Global Cards Finance Planning & Analysis Analyst, AVP - Long Island City, NY or Wilmington, DE

Queens, NY

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