Financial Planning and Analysis

This role supports the development and implementation of strategic business initiatives to deliver financial performance. They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm’s overall finance objectives.

Responsibilities: 

• Partnering with senior management to deliver on financial objectives, including revenue / expense goals, by providing insightful analysis and strategic advice on financial business decisions and plans.
• Serving as primary point of contact for business management team for all Finance disciplines including Finance Officers, Controllers, Treasury, and Tax.

• Informing and understanding business priorities to develop financial plans.
• Supporting performance based outcomes.

• Contributing to and executing on the strategic direction of team.

• Responsible for managing the various financial aspects, including:

• Maintaining strong partnerships with business heads to drive and influence strategic financial business decisions and plans.
• Partnering effectively across internal and external stakeholders including regulators, Investor Relations, Treasury, Risk, Legal and other functions while leading delivery of capital, risk and profitability targets.

• Helping drive financial discipline, efficiencies and a culture of accountability of delivering financial results.
• Developing multi-year financial plans in partnership with business heads that are integrated with Citigroup’s overall strategic planning process.
• Providing regular financial performance updates to business heads, including escalation of any variances to financial plans with proposed actions to address.
• Developing business cases and analyses to inform and influence business investment decisions such as new product development, client segments, new market entries, external partnerships, technology builds, client decisions, and marketing spend decisions.

• Contributing to solutions for complex and multi layered financial challenges to drive appropriate outcomes across the business requiring conceptual thinking and analysis.

• Working with business to identify and execute on long and short term expense management and optimization initiatives.

• Providing financial reports and analytics to senior management, including key financial metrics, results, trends and analysis.
• Provide Input and thought leadership on internal decisions that have a major impact on the area managed, and possibly other related areas and the organization.
• 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:

• Relevant experience: 8-12 yrs experience
• Bachelor’s/University degree, Master’s degree preferred and managerial experience