C16 USCC FP&A

Citi•New York, NY

8d•$250,000 - $500,000

About The Position

The USCC FP&A Head partners with the USCC CFO and the Global Head of FP&A to lead strategic financial forecasting, insights, and analytics for internal and external stakeholders, including the Board, Executive Management Team (EMT), and regulators. Reporting to the Global Head of FP&A, this executive-level position is a key member of the FP&A and CFO leadership teams and supports informed decision-making. The role leads the USCC FP&A team and works to transform FP&A into a strategic, insightful partner through effective decision support, efficient processes, and a collaborative stakeholder experience. The position provides strategic financial guidance, develops executive-ready analysis and narratives, oversees financial planning and reporting cycles, and advances finance transformation, analytics, and risk and control practices. It also develops finance talent and collaborates across business, Finance, and Risk functions to improve the quality, usefulness, and efficiency of planning and reporting.

Requirements

15+ years of progressive FP&A experience in large, complex financial institutions.
Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
Proven success in strategic partnership and executive-level communication.
Ability to influence, build strong relationships, and foster collaboration across functions and organizational levels.
Superior verbal and written communication skills, including translating complex financial concepts into clear, concise narratives for executive audiences.
Strong leadership presence and ability to inspire, motivate, and manage diverse teams.
Experience in talent management, succession planning, and building high-performing finance teams.
Proven experience leading or significantly contributing to finance transformation initiatives, process automation, and system implementations.
Proactive problem-solving ability and capacity to navigate complex challenges and drive effective solutions.
Strong business acumen and banking-sector knowledge, including Treasury and balance sheet concepts.
Ability to synthesize financial data into actionable insights, identify trends, and develop strategic recommendations.
Advanced proficiency in financial modeling, forecasting techniques, and analytical tools.
Proficiency with advanced FP&A systems, business intelligence tools, and data visualization platforms.
Solid understanding of financial controls, risk management principles, and regulatory requirements.
Experience leading and adapting to organizational change, with a focus on continuous improvement and efficiency.
High integrity.

Nice To Haves

Master's degree, such as an MBA or MS in Finance.
Professional certification such as CPA or CFA.

Responsibilities

Serve as the primary point of contact for USCC CFO teams and foster communication and collaboration across the FP&A organization.
Partner with USCC LFOs to provide strategic financial guidance and thought leadership to stakeholders and business partners.
Translate complex financial data into clear analytics and narratives, and develop strategic agenda items for Quarterly Business Reviews, earnings calls, and other key deliverables.
Integrate inputs from the Business, CFO, Treasury, Balance Sheet and Expense FP&A, and Risk teams into compelling analysis and recommendations.
Communicate key findings to stakeholders to inform strategic decisions.
Represent the USCC CFO in direct engagement with EMT members, address segment-wide issues, and attend meetings at their request.
Develop finance talent, motivate the USCC FP&A team, build skills and capabilities, raise engagement, and support the team through change.
Own or provide thought leadership across reporting, variance analysis, business forecasts, and governance and planning processes, including the Operating Plan, QMMF, CCAR, Outlooks, WFU, Actuals, and Earnings.
Collaborate with other FP&A divisions to ensure accuracy, timeliness, and alignment with CFO and LFO inputs.
Partner with FP&A Transformation Leads to co-own and execute the Transformation Program.
Lead implementation of relevant Finance Transformation initiatives within the functional discipline and ensure realization of benefits.
Design and deliver detailed analytics and dashboards to support insightful reviews and outcomes.
Collaborate with Finance and Risk functions to identify, create, and drive adoption of user-friendly, accurate, and relevant stakeholder tools.
Work with the FP&A Risk & Control Lead and Finance CAO to execute the Risk & Control agenda and enhance Finance's operational effectiveness.
Maintain a strong control environment to safeguard assets and protect the function's and company's reputation.

Benefits

Medical insurance
Dental insurance
Vision insurance
401(k)
Life insurance
Accident insurance
Disability insurance
Wellness programs
Paid time off, including vacation and sick leave
Paid holidays
Eligible employees may receive discretionary and formulaic incentive and retention awards.