FP & A Expense Planning Lead Analyst - VP

Citigroup; New York (NY); On-site; USD 130,000 - 195,000; Full time

Job summary

Citigroup in New York is seeking a Finance/FP&A analyst to lead the preparation of financial reports, summarize trends for senior management, and advise on strategic business decisions. You will partner with segment, business, and country FP&A teams to analyze 3-year plans, PPNR forecasts, reforecasts, and monthly outlooks.

The role requires 6–10 years of experience, strong MS Office skills, and excellent communication and presentation abilities.

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

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.
• 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.

Skills

Budgeting

Business Acumen

Data Analysis

Digital Skills (Including AI)

Financial Analysis

Financial Modeling

Management Reporting

Process Execution

Risk Management Lifecycle

Stakeholder Management

Education

Bachelor's degree/University degree or equivalent experience

Master's degree preferred

Job description

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.


• 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

Job Details

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: $129,840.00 - $194,760.00

Anticipated Posting Close Date: Nov 04, 2026

Benefits

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.

Most Relevant Skills

• Budgeting


• Business Acumen


• Data Analysis


• Digital Skills (Including AI)


• Financial Analysis


• Financial Modeling


• Management Reporting


• Process Execution


• Risk Management Lifecycle


• Stakeholder Management

Equal Opportunity Statement

Citi is an equal opportunity employer, and qualified candidates wi