FP & A Expense Planning Lead Analyst - VP

Citi • New York, NY

1d • $129,840 - $194,760

About The Position

The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with analysis and insight into Citi’s financial results, in coordination with the broader Finance team. The role contributes to directional strategy and uses in-depth specialty knowledge to advise on evaluation of financial reports concerning Citi’s current and projected performance.

The position executes planning and forecasting analyses, prepares reporting and presentations for senior leadership, and provides analysis of product profitability and business decisions. It operates with limited direct supervision and may act as a subject-matter expert to senior stakeholders and team members. The role also requires appropriate risk assessment and compliance with applicable laws, rules, regulations, and policies, as well as sound ethical judgment and transparent escalation and management of control issues.

This is a full-time position based in New York, New York. The stated salary range is $129,840 to $194,760. Eligible employees may also receive incentive and retention awards. Citi lists medical, dental and vision coverage, a 401(k), life, accident and disability insurance, wellness programs, paid time off, sick leave and paid holidays among its employee benefits; availability may vary by jurisdiction, job level and hire date.

Requirements

• 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 clear and concise written and verbal communication skills.
• Bachelor’s degree, university degree, or equivalent experience.

Nice To Haves

• Master’s degree preferred.

Responsibilities

• Create financial reports and meet with the finance team to summarize financial trends and provide insight to senior management.
• Advise on directional strategy and provide guidance on significant business and product decisions.
• Analyze annual three-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 supporting CEO reviews, including business initiatives.
• Analyze 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.
• Assess risk in business decisions, support compliance with applicable laws, rules, regulations and policies, exercise sound ethical judgment, and escalate, manage and report control issues transparently.

Benefits

• Medical, dental and vision coverage
• 401(k)
• Life, accident and disability insurance
• Wellness programs
• Paid time off, including planned vacation and unplanned sick leave
• Paid holidays
• Eligible employees may receive discretionary and formulaic incentive and retention awards

What This Job Offers

• Job Type: Full-time
• Career Level: Senior