• Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Citi-US
  • 2019-07-17

FP&A Lead Analyst - Treasury & Trade Solutions

FP&A Lead Analyst - Treasury & Trade Solutions

  • Primary Location: United States,New York,New York
  • Education: Bachelor's Degree
  • Job Function: Finance
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 10 % of the Time
  • Job ID: 19027975


About Citi
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

 Citi's Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

Job Purpose:

Citi's Treasury and Trade Solutions (TTS) business provides integrated cash management and trade finance services to multinational corporations, financial institutions and public sector organizations across the globe. With the industry's most comprehensive suite of digital and mobile-enabled platforms, tools and analytics, TTS leads the way in delivering innovative and tailored solutions to its clients. Offerings include cash management, payments, receivables, liquidity management and investment services, working capital solutions, commercial card programs, and trade finance. The TTS LFO team provides finance support across all of the wide-ranging TTS activities and is responsible for driving business results through performance management and analytics, forward-looking planning, outlook processes and other strategic analysis and insights. This role involves working extensively with the broader ICG FP&A and regional FP&A teams.

Job Background:

  • Responsible for providing insights and analysis on the long-term planning process of Cash Management and Trade businesses, which comprise a revenue base of >$9 billion and an expense base of $4 billion
  • The strategic planning and outlook processes includes industry research, financial target setting, client analytics, execution priorities, business resourcing, as well as calendar and coordination management
  • Provides support on regular business performance materials (e.g., Monthly / Quarterly Business Reviews for TTS / ICG Business Heads, Outlooks, Investor Relations decks, and external earnings) in addition to multiple ad-hoc requests
  • Provides senior management (both business and finance) with key information needed to make strategic, operational and tactical decisions
  • This individual will learn in detail about the TTS business, how it is structured, and will gain exposure to the construct of the TTS P&L and business planning
  • There will be close interaction with the TTS regional teams as well as other FP&A teams within ICG, including the Deposits, Loans, Balance Sheet, and Expense teams

    Key Skills:

  • This individual should possess knowledge of Institutional Clients Group and financial forecasting
  • Be capable of multitasking & prioritizing in a changing work environment
  • Should possess effective analytical and communication skills, both verbal & written
  • Technically proficient in Excel, PowerPoint, and preferably in Hyperion and IFW
  • Be inquisitive, and possess a desire to continue to learn about the TTS busines s


  • Strong academic background BS in Economics, Finance, Accounting, or related field
  • 3+ years of relevant experience
  • Experience in working with cross-functional team preferred
  • Possess a sound understanding of financial drivers and markets influence to them
  • Ability to analyze, organize and synthesize large, complex sets of data and attention to detail
  • Prior planning and forecasting experience a plus
  • Strong competence in Excel, PowerPoint and Access (other database tools a plus)
  • Strong analytical aptitudes, with the ability to learn quickly
  • Great interpersonal skills, able to cultivate and leverage relationships across global teams
  • Strong written and verbal communication skills
  • Must demonstrate considerable energy, focus and drive
  • Be inquisitive, think out of the box, have a "can do" attitude