FP & A Expense Planning Lead Analyst - VP

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

Job summary

Citi is seeking a senior Financial Planning and Analysis Lead Analyst in New York to deliver insightful financial analysis, partner with the finance team, and influence key business decisions. You will drive annual and multiyear plans, PPNR forecasts, and CEO-focused analytics while maintaining strong relationships with executives.

You will prepare presentations for the CFO-supporting team, exercise independent judgment, and ensure compliance with laws and Citi policies.

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.

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

Data Analysis

Financial Analysis

Financial Modeling

Management Reporting

Process Execution

Risk Management Lifecycle

Stakeholder Management

Digital Skills (Including AI)

Microsoft Office

Education

Bachelor’s degree/University degree or equivalent experience

Master’s degree preferred

Tools

Microsoft Office

Job description

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
• 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

This 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 - $194,760.00

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.

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

Anticipated Posting Close Date

Nov 04, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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.

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