Before applying for this role, please read the following information about this opportunity found below.
The Financial Planning and Analysis Senior Lead Analyst is a senior level position responsible for providing management with an analysis and insight of Investment Banking financial results (revenues and expenses) 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 Citi’s current and projected performance.
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.
- 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.
- Provide support for control-related deliverables.
- Prepare ad-hoc requests supporting the LFO teams and businesses.
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.
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 : Aug 02, 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 .
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