FR Y-14A Forecast Reporting Director

Forecast Reporting Director

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Job Overview

Y14A Forecast Reporting Director C15

Citigroup's Capital Planning organization is responsible for the firm's capital planning activities across the full range of operating environments, from business-as-usual conditions, through stress, recovery and resolution (the Capital Planning continuum). These activities are essential to determining Citi's target capital levels, dividends and share buybacks, level of Risk Weighted Assets and reported capital ratios.

The Capital Planning team coordinates the multi-year, multi-scenario forecasting exercise conducted on a quarterly basis and aggregates the forecasting results for internal reporting and for annual CCAR / DFAST submission to regulators using Y-14A forms.

The Y-14A Forecast Reporting Director will be responsible for managing the annual production process of the Y-14A reports as well as the submission to the regulatory agencies. The Director will also be responsible for defining and documenting the reporting process and the associated controls and specifying enhancements to the regulatory reporting system, and overseeing "dry runs" to produce the Y14A reports.

The role will provide exposure to senior management, and will partner extensively with colleagues across Finance, Risk Management, Technology, and Internal Audit. Ability to work under pressure to meet tight deadlines and excellent interpersonal skills are required given the high level of interaction with several stakeholders throughout the firm. Additionally, the role requires a control mindset, strong project leadership and excellent communication skills.

Production Responsibilities :

• Manage the annual production of the Y-14A reports and the submission to the Federal Reserve and OCC in accordance with Capital Planning's policies and procedures
• Manage the production process for Y-14A bespoke submissions (technical re-submissions, ad hoc requests from regulators, post notifications, etc.)
• Coordinate and track the submission of data by the forecasting workstreams to the regulatory reporting system (Insight)
• Execute first line of defense controls including edit checks to ensure completeness and accuracy of reported information and work with the forecasting workstreams to resolve issues
• Document reporting assumptions / decisions and control results

Continuous Improvement Responsibilities :

More broadly, the role requires an in-depth understanding of how own sub-function contributes to achieving the objectives of the function. A good understanding of the industry, direct competitors' products and services, is also necessary in order to contribute to the commercial objectives of the business. Requires thorough understanding of strategic direction of Capital Planning, combined with a solid conceptual / practical grounding in both the function and / or area of expertise and related subject areas. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication / negotiation may be necessary. Responsible for executing functional strategy in area managed. Determines approach to implementing functional strategy. Accountable for end results, budgeting, planning, policy formulation and contribution to future strategy of the area(s).

Qualifications :

Education :

Job Family Group : Finance

Job Family : Capital Planning and Management

Time Type : Full time

Primary Location : New York New York United States

Primary Location Full Time Salary Range : $170,000.00 - $300,000.00

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.

Most Relevant Skills : Business Acumen, Capital Planning and Management, Data Analysis, Financial Modeling, Internal Controls, Management Reporting, Problem Solving, Process Execution, Risk Identification and Assessment.

Other Relevant Skills : For complementary skills, please see above and / or contact the recruiter.

Anticipated Posting Close Date : Oct 01, 2025

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