Financial Planning
4 days ago
The Financial Planning and Analysis Lead Analyst is a senior professional role 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 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**:
Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
Advise on directional strategy and provide guidance on significant business/product decisions
Execute analysis of annual 3-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 in support of CEO Reviews, including business initiatives
Execute analysis of 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
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**:
10+ years of relevant experience
Effective verbal and written communication skills
Demonstrated presentation skills
Consistently demonstrates clear and concise written and verbal communication skills
**Education**:
CA/MBA/CFA with 10+ years’ work experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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- **Job Family Group**: Finance
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- **Job Family**: Financial Planning & Analysis
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- **Time Type**: Full time
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- 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
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