• Financial Planning and Analysis Lead Analyst

    Citigroup (New York, NY)


    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

     

    The role partners closely with senior management, responsible for the overall financial planning and analysis for a particular product, including Operating Plan/QMMF/CCAR/Outlook processes

     

    Prepare analytics in support of CEO Reviews, including business initiatives

     

    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.

     

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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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    Primary Location:

    New York New York United States

     

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    Primary Location Full Time Salary Range:

    $129,840.00 - $194,760.00

     

    In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

     

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    Anticipated Posting Close Date:

    Apr 02, 2025

     

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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.

     

    Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** .

     

    View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

     

    View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .

     

    View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)

     

    Citi is an equal opportunity and affirmative action employer.

     

    Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.