The Financial Planning and Analysis (FP&A) Lead Analyst is a senior professional role responsible for providing Investment Banking (IB) planning and analysis insights 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. Investment Banking products include: Mergers & Acquisitions (M&A), Equity Capital Markets (ECM) and Debt Capital Markets (DCM).

Responsibilities:

• Support the creation of financial analysis (Revenues, Expenses and Balance Sheet) to clearly identify financial trends and provide insights and drivers in conjunction with IB Wallet and Share analysis
• Execute analysis to support the annual 3-year Strategic/Operating Plans, quarterly Outlook process, CCAR/QMMF PPNR forecasts, Quarterly Earnings, Quarterly Business Reviews (QBR) and Weekly Financial Update (WFU) in partnership with the Investment Banking (IB) LFO team, Corporate FP&A, Legal Entity FP&A and business/country Finance teams and the IB LFO team
• Prepare analytics in support of CEO Reviews, including business initiatives
• Analysis may include performance against Plan, QMMF, Outlook (weekly and quarterly), Prior Year/Qtr at the global, regional, cluster or legal entity level for all products and sub-products within IB
• Develop and maintain relationships with key partners, including the IB LFO team, senior management, FP&A and Controller teams
• Lead and/or support daily, weekly, monthly, quarterly and ad hoc reporting, analysis and processes
• Prepare presentations and analysis for the team supporting the Investment Banking LFO team and Banking LFO
• 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 technical skills with a focus on Microsoft Office (particularly Excel and PowerPoint) applications. Tableau experience would be advantageous
• 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.

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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:

$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.

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Anticipated Posting Close Date:

Nov 13, 2024

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Citi is an equal opportunity and affirmative action employer.

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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

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