The Financial Planning and Analysis Group Manager is a senior management level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to manage professional team(s)/department(s) and apply analytical thinking/knowledge of data analysis methodologies to create and analyze reports that gauge Citi’s alignment with forecasted performance.
Responsibilities:
- Manage a team of finance professionals to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions)
- Drive forward looking processes including forecasts, strategic/operating plans, monthly outlooks, and review results
- Perform analysis and deliver presentations related to the financial performance of Citi and its competitors
- Generate analytics for quarter end flash results, related highlights, Board of Directors reports, and executive management reports as well as lead quarterly competitor reviews, quarterly annotated supplement, and quarterly investment reports
- Lead the estimation of risk capital and embed estimation and other metrics of capital usage into management reports and decision processes
- Prepare/present to senior management and stakeholders on using metrics to evaluate and drive business decisions
- Manage the delivery of full range of services to one or more businesses/geographic regions and interact with peers internally/externally, including regulators and professional organizations
- Advise internal clients on the implications of business trends, issues, operating environment changes, and firm/business unit strategy
- 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
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 in additional systems including Oracle, Essbase, and SAP
- Consistently demonstrates clear and concise written and verbal communication
Education:
- Bachelor’s degree/University degree or equivalent experience
- Master’s degree preferred
The key responsibilities for this role include the following:
1. Dedicated focus on Liquidity and focal point of contact for Liquidity LFO
2. Drive FPA process including MBR decks, Month end analytics, QMMF BER decks, Outlook review decks for reviews with senior management – including CFO/ CEO review materials
3. Articulating drivers of variances and providing executive commentary across Revenue, Balance sheet, Expenses – linking period over period and scenario vs. scenario changes to underlying drivers
4. Partnership with team members across locations (Including Mumbai & CR) within Liquidity FP&A for execution
5. Collaboration with various stakeholders across LFO teams, Services EDS, Business, Deposit FPA and Expense FPA teams on almost daily basis
6. Catering to ad hoc requirements from Liquidity Business Partners and LFO team
The role involves managing critical aspect of Liquidity FP&A within Services FP&A providing Dedicated attention on the largest revenue generating product within Services. The Lead Sr analyst will act as focal point of connect for Liquidity LFO focusing on delivering key FPA items including Monthly Business reviews, Quarterly Earnings, OCC review materials, Outlook, QMMF as well as in the Annual Planning process
---------------------------------------- --------------
Job Family Group:
Finance--------------------------------------- ---------------
Job Family:
Financial Planning & Analysis-------------------------------------- ----------------
Time Type:
Full time------------------------------------- -----------------
Primary Location:
New York New York United States------------------------------------ ------------------
Primary Location Full Time Salary Range:
$163,600.00 - $245,400.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & 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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
----------------------------------- -------------------
Anticipated Posting Close Date:
Jun 20, 2024---------------------------------- --------------------
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.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
