• Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Citi-US
  • 2019-07-21

FP & A Senior Analyst- Financial Planning & Analysis

FP & A Senior Analyst- Financial Planning & Analysis

  • 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: 19027323


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:

The Citi Markets FP & A Sr. Analyst is part of the Markets FP & A structure that closely supports the Equities & PFSS businesses including Equity Markets and Prime, Futures, & Securities Services. The Markets FP & A team is responsible for business performance management, financial analytics, forward looking planning & forecasting, as well as CCAR processes for Markets. The team is focused on the development of business reporting tools to enable senior management to track performance and to examine drivers of the Markets business. This role will working extensively with other members in Markets FP & A team as well as the broader ICG global and regional finance teams.

Job Background/context:

  • Provides analysis and support on the long-term planning and short-term forecasting processes of Citi's Equities & PFSS businesses, which comprise a revenue base of $7 billion
  • Provides support on regular business performance materials (e.g., Monthly Business Reviews of Equities and PFSS businesses, Quarterly Earnings, Investor Relations decks, and other presentations)
  • This individual will learn in detail about the Equities and PFSS businesses, how it is structured, and will gain exposure to the construct of the Markets P&L and business planning
  • There is close interaction with the Deposits, Loans, Balance Sheet, and Expense FP & A teams of the ICG finance organization and regional finance teams

    Key Skills:

  • Should possess effective analytical and communication skills, both verbal & written
  • Technically proficient in Excel, PowerPoint, and preferable in Hyperion and IFW
  • Be inquisitive, and poses a desire to continue to learn about the Markets business.
  • Preferable to possess knowledge in financial reporting


  • BS in Economics, Finance, Accounting, or related field
  • 3+ years of relevant experience
  • Experience in working with cross-functional team preferred
  • Preferable to possess ability to organize and analyze large, complex data