Wealth FP & a Group Manager

The Financial Planning and Analysis 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.

The Wealth FP&A team is an integral part of the larger Global FP&A team. The teams is responsible for providing management with an analysis and insight of Wealth’s financial results in coordination with the broader finance team.This team is focused on Financial Planning & Analysis and is involved in forecasting (Op Plan, Outlook, weekly financial update), CCAR / QMMF, Actuals, Earnings Prep, and other ad hoc activities. Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices.The main segments of the business are Citi Private Bank, Wealth at Work, and Citigold.

Responsibilities:

• This role is the Wealth FP&A Planning – Executive Decision Support and QMMF / CCAR Lead for overall Wealth.It’s a key role to pull together analysis, forecasting, and all reporting from a total Wealth perspective across the segments and produce senior management decks with financials and insights around the performance of the Wealth business, expectations around future forecasting, as well as the quarterly stress testing results.
• The role interacts directly with the Wealth CFO and LFOs as well as their teams and partners closely across FP&A teams (Balance Sheet, Expense and Corporate) as well as the business (COO, Client Analytics, etc.), central PPNR, Investor Relations, Treasury and Risk.
• This role is also a managerial role, with Direct reports across New York and Mumbai
• Solve for complexity around the client segment and product organization reporting
• Thought leadership around how to consistently gather and present information across multiple data aggregation points is required.  
• Analysis of financial performance and variances to comparison periods / scenarios is needed.  
• This role also is the deputy and delegate for the Wealth FPA& Planning Lead.
• Manage a team of finance professionals to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions)
• Drive forward looking processes including forecasts, strategic/operating plans, monthly outlooks, and review results
• Perform analysis and deliver presentations related to the 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 lead 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
• Manage the delivery of full range of services to one or more businesses/geographic regions and interact with peers internally/externally, including regulators and professional organizations
• Advise internal clients on the implications of business trends, issues, operating environment changes, and firm/business unit strategy
• 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:

• 10+ years of relevant experience
• Experience within financial services
• Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
• Proficient Microsoft Office skills with an emphasis on Excel and PowerPoint
• Knowledge in additional systems including Oracle, Essbase, and SAP
• Consistently demonstrates clear and concise written and verbal communication
• Experience within financial services and strong leadership and partnership skills: ability to work with and influence stakeholders across functions, different locations and multiple levels of the organization.  
• Excellent analytical skills and strategic aptitudes, including the ability to translate complex financial schedules into meaningful analysis and presentations and assist with decision making.  
• Strong project management skills, ability to lead and manage direct reports and cross-functional teams, solid communication skills, and capability to partner well across various teams.  
• Change agent mentality to drive for process enhancements. 

Education:

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

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Job Family Group:

Finance

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Job Family:

Financial Planning & Analysis

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$163,600.00 - $245,400.00

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.

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Anticipated Posting Close Date:

Apr 03, 2025

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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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