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.
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
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.
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
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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