The Financial Planning Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities:

• Provide reporting, planning, forecasting and analysis for all investment products, including capital markets, Global Managed Investments, and Tailored Portfolio Group
• Review and analyze financials during monthly close
• Perform ad hoc analysis for new business initiatives, working closely with the business areas and product groups, and support project launch and execution
• Produce monthly & quarterly Management Reports related to investment products for Private Bank NA organization
• Produce and deliver reporting that clearly communicate the financial performance of the business. Design performance indicators and metrics that facilitate transparency and measure the effectiveness of sales and product teams
• Coordinate the production of the annual budget in alignment with the strategy of the business. Preparation of quarterly forecasts and monthly P&L estimates
• Assess process improvement opportunities that enhance the efficiency of the financial reporting cycle while also increasing the informative value of the content provided to senior management
• 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:

• 5-8 years of experience
• Strong interpersonal skills. Must have a balance of assertiveness and discretion to be a credible and sought after resource. Must have the confidence to stand up to pressure and the credibility to influence others. Flexibility to be effective and persuasive with all levels of management. Level-headed in a crisis. Ability to build key relationships with finance and other professionals. Ability to influence people and empower team members to be proactive and focused on partnerships and results
• Must be able to present technical matters in a way that is meaningful to the audience; dynamic organization requires pro-activity in ensuring targets are met and projects accomplished
• Demonstrated analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision making
• Broad and deep understanding of accounting principles and corporate finance concepts
• Highly motivated, participative team player with a change agent mentality that can provide financial leadership
• Excellent PC skills with ability to design and maintain complex financial models and to drive high quality financial presentations

Education:

• Bachelor's/University degree or equivalent experience

Job Family Group:

Private Client Coverage:

Job Family:

Financial Planning Services:

Time Type:

Full time

Primary Location:

New York New York United States:

Primary Location Full Time Salary Range:

$121,200.00 - $181,800.00
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.

Most Relevant Skills:

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

Mar 10, 2026

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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