The Citi Global Wealth Financial Planning and Analysis Senior Lead Analyst is a senior level position 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.

Responsibilities:

Lead creation of Citi financial reports and liaise with finance teams to provide a summary of financial trends and insight to senior management

Lead analysis of forecasts, strategic and operating plans, and create monthly outlooks in partnership with segment, business, and country financial planning and analysis teams

Prepare analytics in support of CEO Reviews including business initiatives

Lead analysis of Citigroup’s product profitability

Develop relationships with key partners and senior management to influence behavior and decision making

Prepare presentations and analysis for the team and in support of 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.

Qualifications:

10+ years of relevant experience in investment governance, expense management, productivity programs and Financial Planning and Strategy.

Experience within financial services

Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets

Proficient Microsoft Office skills with an emphasis on Excel and PowerPoint

Knowledge in additional systems including Oracle, Essbase, and SAP

Consistently demonstrates clear and concise written and verbal communication

Education:

Bachelor’s degree/University degree or equivalent experience

Master’s degree preferred

Job Family Group:

Finance

Job Family:

Financial Planning & Analysis:

Time Type:

Full time

Most Relevant Skills

Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.

Other Relevant Skills

Data Analytics, Finance Data Strategy, Finance Strategy, Financial Planning, Investment Governance, Investment Risk Management.

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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