The candidate will report directly to the FP&A Process and System Improvement Lead. This role is integral to a team dedicated to enhancing the strategic capabilities of FP&A leadership by improving decision effectiveness, process efficiency, and the overall experience for our stakeholders

The FP&A Process and System Improvement team will support FP&A leadership by improving Decision Effectiveness, Process Efficiency, and Stakeholder Experience:

• Decision Effectiveness: Empower stakeholder decisions with actionable insights delivered through a scalable, robust analytical platform
• Process Efficiency: Streamline, automate and integrate firmwide planning and reporting, in support of a fast-paced, high-performing team
• Stakeholder Experience: Foster a collaborative and solution-oriented mindset to drive exceptional results for internal and external stakeholders

As a key member, the candidate will lead critical engagements with FP&A, the wider Finance organization, and other functions, driving transformative initiatives.

Key Responsibilities

• Process Re-engineering & Optimization: 
  • Structure and drive analytical plans, translating complex problems into actionable solutions by identifying, sizing, prioritizing opportunities and developing detailed implementation roadmaps
  • Lead the analysis of complex data and processes, synthesize clear findings, and design optimal business, operating, and governance models

• Project Leadership & Delivery: 
  • Plan, lead, and manage all phases of complex engagements, ensuring robust project execution, risk mitigation, and timely delivery
  • Cultivate strong relationships with key stakeholders, securing their engagement and ensuring the successful adoption of recommendations and solutions

• Risk & Control Stewardship:
  • Appropriately assess risk when business decisions are made
  • Demonstrate consideration for the firm's reputation and safeguarding Citigroup (and its clients and assets)
  • Drive compliance with applicable laws, rules and regulations
  • Adhere to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Qualifications

• 6+ years of experience within financial institutions or serving financial institutions as a consultant. Financial Planning & Analysis experience is a plus.

• Bachelor’s degree from a top-tier university in a STEM, business, finance, economics, accounting, or other analytical field with outstanding academic record; MBA or other advanced degree preferred

• Leadership & Communication:
  • Demonstrated written and verbal communication skills to influence and engage senior stakeholders effectively through clear, concise, and compelling narratives
  • Proven track record of high performance and significant achievements in previous roles, consistently delivering impactful results
  • Possess a bold, curious, and determined approach, driven by a desire for continuous improvement and excellence
  • A strong team player, capable of fostering collaboration and contributing positively to a dynamic team environment

• Transformation Project Delivery:
  • Strong strategic thinking and organizational skills, coupled with an ability to prioritize tasks and initiatives to achieve critical objectives
  • Prior experience managing process re-engineering, business transformation, and process simplification engagements and leading the teams involved
  • Proficient in program and project management methodologies, with the ability to drive initiatives from conception to successful execution
  • Ability to act as a challenger and catalyst, fostering innovative thinking and driving positive disruption during all engagement interactions

• Analytical & Technical Proficiency:
  • Mastery in developing professional and impactful presentations and deliverables using PowerPoint to communicate complex information clearly and persuasively
  • Demonstrated expertise in using advanced analytical tools, including exceptional proficiency in MS Excel for complex data analysis and financial modeling

• Risk & Control Orientation: Solid understanding of financial controls, risk management principles, and regulatory requirements

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.