C16 USCC FP&A

Citi; New York (NY); On-site; USD 350,000 - 700,000; Full time

Job summary

The USCC FP&A Head partners with the USCC CFO and the Global Head of FP&A to lead the delivery of strategic financial forecasting, insights and analytics to internal and external stakeholders, including the Board, EMT, and regulators. This executive-level role reports into the Global Head of FP&A and is a key member of the FP&A and CFO leadership teams, central to driving informed decision-making.

The ideal candidate is a proactive leader who builds relationships, drives end-to-end

Responsibilities

• Thought Leadership and Strategic Business Partnering with USCC CFO teams and stakeholders.
• Translate complex financial data into clear analytics and narratives for QBRs, Earnings, and senior leadership.
• Lead and develop the FP&A team to enable end-to-end planning and governance.
• Drive Finance Transformation initiatives to realize benefits and optimize processes.
• Design advanced analytics and dashboards to support informed reviews and outcomes.

Job description

The USCC FP&A Head partners with the USCC CFO and the Global Head of FP&A to lead the delivery of strategic financial forecasting, insights and analytics to internal and external stakeholders, including the Board, members of the Executive Management Team (EMT), and regulators. This executive-level role reports into the Global Head of FP&A and is a key member of the FP&A and CFO leadership teams, central to driving informed decision-making. The ideal candidate is a proactive leader who takes pride in building relationships and driving followership, owning and driving end-to-end transformation, delivery of high-quality strategic content, and thrives in an environment of continuous improvement, and builds high-performing teams. They are committed to transform FP&A into a strategic, insightful partner, balancing the following:

• Decision Effectiveness: Empower stakeholder decisions with actionable insights delivered through a scalable, robust, analytical platform
• Process Efficiency: Streamline, automate and integrate firmwide planning and reporting, leveraging AI tools, led by a high-performing team
• Stakeholder Experience: Foster a collaborative and solution-oriented mindset to drive exceptional results

Key Responsibilities

• Thought Leadership and Strategic Business Partnering:
  • Serve as the primary point of contact for USCC CFO teams, fostering strong relationships and ensuring seamless communication and collaboration across the FP&A organization
  • Partner with USCC LFOs to provide thought leadership and strategic financial guidance to key stakeholders and business partners
  • Translate complex financial data into clear, impactful analytics/narratives and develop strategic agenda items for Quarterly Business Reviews (QBRs), Earnings calls, and other key deliverables
  • Develop compelling and insightful thinking, integrating diverse stakeholder inputs (e.g., from the Business, CFO, Treasury, Balance Sheet, and Expense FP&A, Risk teams)
  • Synthesize complex information and communicate key findings effectively to stakeholders to inform strategic decision-making
  • Be able to engage with EMT members directly to act as the designated representative for the USCC CFO, addressing segment-wide issues and attending meetings at their request.
• Segment Finance Talent Development:
  • Cultivate, inspire and develop finance talent, serving as an incubator for future leaders
  • Lead and motivate the USCC FP&A team with a focus on building skills capabilities, raising engagement and supporting the team through change
• End-to-End Financial Planning:
  • Own and/or be a thought-leader in the complete production cycle for reporting, variance analysis, business forecasts, and relevant governance requirements and processes (e.g., Operating Plan, Quarterly Multi-year Multi-scenario Forecast (QMMF), CCAR, Outlooks, Weekly Financial Updates (WFU), Actuals, Earnings)
  • Lead and collaborate with other FP&A divisions to ensure accuracy, timeliness, and alignment with CFO / LFO inputs
• Finance Transformation Leadership:
  • Partner with the FP&A Transformation Leads to co-own and drive the execution of the Transformation Program
  • Lead the successful implementation of relevant aspects of the Finance Transformation that pertain to their functional discipline, ensuring the realization of full benefits
• Advanced Analytics and Reporting:
  • Design and deliver detailed analytics and dashboards that provide deeper insights and facilitate informed reviews that drive outcomes