Financial Planning and Analysis Senior Group Manager-Director - NEW YORK

Citigroup; New York (NY); On-site; USD 170,000 - 300,000; Full time

Job summary

A leading financial services company seeks a Senior Group Manager for Financial Planning and Analysis. This role involves managing teams, conducting financial analysis, and presenting insights to senior management. The ideal candidate will have extensive experience in financial services and leadership capabilities, ensuring strategic alignment with the company's financial goals.

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages

Qualifications

• 15+ years of relevant experience.
• 8-10+ years of managerial experience.
• Experience in financial services.

Responsibilities

• Manage forward looking processes including forecasts and strategic plans.
• Lead month-end close processes and variance analysis.
• Prepare/present to senior management using metrics.

Skills

Financial Modeling

Leadership

Problem Solving

Communication

Education

Bachelor's degree

Master's degree

Job description

The Financial Planning and Analysis Senior Group Manager is a senior management 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 manage professional team(s)/department(s) and apply analytical thinking/knowledge of data analysis methodologies to create and analyze reports that gauge Citi's alignment with forecasted performance.
Responsibilities:
- Manage forward looking processes including forecasts, strategic/operating plans, monthly outlooks, and review results against plans monthly
- Lead a team in conducting month-end close processes including the consolidation of flash estimates, monitoring general ledger bookings, and creating detailed variance analysis and commentary for senior management
- Lead balance sheet management with frequent reviews of internally developed software assets and serve as the Subject Matter Expert (SME) on topics of internally developed software
- Participate in quarterly review of balance sheet trends and strategic forecasts with technology managers and chiefs of staff as well as perform analysis of financial performance of Citi and its competitors
- Generate analytics for quarter end flash results, related highlights, board of directors reports, and executive management reports as well as contribute to quarterly competitor reviews, quarterly annotated supplement, and quarterly investment reports
- Lead the estimation of risk capital and embed estimation and other metrics of capital usage into management reports and decision processes
- Prepare/present to senior management and stakeholders on using metrics to evaluate and drive business decisions
- Implement financial initiatives and manage work of the department ensuring appropriate staffing and organizational structures are in place
- Partner with the revenue areas to improve efficiency, effectiveness, productivity, and/or control
- Manage and direct individuals within the infrastructure area through relevant direct reports
- 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
- 15+ years of relevant experience
- 8-10+ years of managerial experience
- Experience in financial services
- Demonstrated financial modeling skills with the ability to drive top down strategic and operational plan
- Consistently demonstrates clear and concise written and verbal communication
- Ability to build and maintain relationships and interact at all levels of an Organization
- Demonstrated leadership skills
- Demonstrated problem-solving and decision-making skills
Education:
- Bachelor's degree/University degree or equivalent experience
- Master's degree preferred

Job Family Group:
Finance

Job Family:
Financial Planning & Analysis

Time Type:
Full time

Primary Location:
New York New York United States

Primary Location Full Time Salary Range:
$170,000.00 - $300,000.00
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.

Anticipated Posting Close Date:
May 19, 2025

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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .
View Citi's EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12ScreenRdr.pdf) poster.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.