Avp- Financial Planning

The Financial Planning and Analysis Senior Analyst is an intermediate 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 utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the development of new techniques to improve processes and work-flow. **Responsibilities**: - Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes - Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports - Generate flash results/highlights for Board of Directors’ reports and Executive Management reports - Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs) - Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process - Oversee the estimation of risk capital and incorporate results into management report metrics for decision processes - Analyze key management review presentations for individual Regions and Products - Execute time critical activities for client facing Financial Planning and Analysis teams - Contribute to the development of review material for internal leadership and external regulator reviews - Has the ability to operate with a limited level of direct supervision. - Can exercise independence of judgement and autonomy. - Acts as SME to senior stakeholders and /or other team members. **Qualifications**: - 5-8 years of experience working with a variety of financial platforms - Demonstrated presentation skills - Consistently demonstrates clear and concise written and verbal communication skills **Education**: - Chartered Accountant or Master’s degree preferred - Bachelor’s degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. This role is part of the Financial Planning and Analysis team in support of the Wealth business which is comprised of the Private Bank, Wealth at Work and Citigold segments. Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. Support the Private Bank and Wealth at Work businesses across all FP&A activities including Actuals, Outlook, CCAR, quarterly multi-year multi-scenario forecasting, and Operating Plan. Partner closely with the LFO team on a daily basis and communicate effectively with the business teams and Finance partners across FP&A Perform analysis and deliver presentations related to the financial performance of the Private Bank and Wealth at Work Generate analytics for quarter end flash results and forward looking forecasts, related highlights, and senior management reports Support process improvement and automation efforts across the team Coordinate and partner with teams located globally**Job Family Group**: Finance - **Job Family**: Financial Planning & Analysis - **Time Type**: Full time - 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. View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**. View the **EEO Policy Statement**. View the **Pay Transparency Posting