Client Lead Finance Officer Team

The Client Lead Finance Officer (LFO) Team is seeking a Vice President (C13)-level candidate to help drive strategic financial oversight and execution across the Client organization, specifically supporting Citi Ventures.

This position is responsible for overseeing and evolving the financial architecture of the Citi Ventures financial reporting, enabling data-driven decisions and partnering across product, regional, and functional leads. The role will also help define and implement forward-looking strategies across the Client portfolio in conjunction with business partners. The team provides end-to-end financial support, performance analysis, and investment evaluation to the Citi Ventures organization.

The ideal candidate is a collaborative leader who thrives in high-impact environments and brings deep financial acumen, strategic thinking, and a passion for innovation. The role requires exceptional communication skills, the ability to influence senior leaders, and the experience to manage complex financial planning and performance processes at a global level.

Responsibilities:

• Serve as a strategic partner to the Client CFO and key business leaders, influencing financial strategy and driving execution across all Client initiatives—including Citi Ventures.
• Support budgeting, forecasting, and performance evaluation processes across the Client organization, aligning business priorities with financial outcomes.
• Shape the financial engagement model for Citi Ventures, including portfolio-level planning, investment review, and strategic growth analysis.
• Deliver high-impact financial analysis, insights, and executive-ready materials to support decision-making at the C-suite level.
• Identify opportunities for operational and reporting efficiency, leveraging data and analytics to streamline performance tracking and drive accountability.
• Provide credible challenge and guidance on product and client-level profitability, resource allocation, and strategic investment decisions.
• Partner across Finance, Technology, Operations, and Product teams to support the transformation of finance processes and systems aligned with enterprise-wide initiatives.
• Contribute to the design and implementation of standardized financial frameworks, including KPIs, target setting, and scenario planning tools.
• Represent the Client LFO Team in enterprise-level forums and strategic workstreams, collaborating across functions to influence Citi's broader financial agenda.
• 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
• Support 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.
• 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.

Qualifications:

• 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 demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor's degree/University degree or equivalent experience
• Master's degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group:

Finance

Job Family:

Financial Planning & Analysis

Time Type:

Full time

Most Relevant Skills

Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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 Citi's EEO Policy Statement and the Know Your Rights poster.

---