FP & A Expense Planning Lead Analyst - VP

Citigroup Inc.; New York (NY); Hybrid; USD 130,000 - 195,000; Full time

Job summary

Citigroup Inc. in New York is seeking a FP&A Lead Analyst to provide senior management with in-depth financial analysis and strategic guidance. The role collaborates with the broader Finance team on reporting, forecasting, and decision support.

You will develop insights from annual and multi-year plans, participate in CEO reviews, and mentor colleagues while ensuring adherence to risk and governance standards.

Qualifications

• Bachelor’s degree in finance or related field required.
• 6-10 years of relevant FP&A experience.
• Strong communication and presentation skills.
• Proficiency in MS Office and data visualization tools.

Responsibilities

• Create financial reports and summarize trends for senior management.
• Advise on directional strategy and key business decisions.
• Analyze 3-year plans, CCAR PPNR forecasts, reforecasts and outlooks with FP&A teams.
• Prepare analytics in support of CEO Reviews and strategic initiatives.
• Build and maintain relationships with partners and senior stakeholders.

Skills

Budgeting

Data Analysis

Financial Modeling

Management Reporting

Stakeholder Management

Business Acumen

Financial Analysis

Process Execution

Risk Management

Microsoft Office

Education

Bachelor’s degree in Finance or related field

Master’s degree preferred

Tools

Microsoft Excel

PowerPoint

Job description

## FP & A Expense Planning Lead Analyst - VPApply: Hybrid: New York New York United States: Full time: Posted Today: 261005158The 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* 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 preferredThis 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------------------------------------------------------## **Primary Location:**New York New York United States------------------------------------------------------## **Primary Location Full Time Salary Range:**$129,840.00 - $194,760.00In 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.------------------------------------------------------## **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.------------------------------------------------------## **Other Relevant Skills**For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------## **Anticipated Posting Close Date:**Nov 04, 2026