Senior FP&A Lead — Strategy & Financial Planning

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

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.