• Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Citi-US
  • 2019-01-16

Senior Vice President, Financial Planning & Analysis Sr. Lead Analyst - (Citibank N.A.)

Senior Vice President, Financial Planning & Analysis Sr. Lead Analyst - (Citibank N.A.)

  • 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: 19000514


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.

Role Description:
Financial Planning & Analysis (FP&A) drives all of Citi's financial planning and management reporting processes, and supports senior management with analysis and insight into financial performance. Through this analysis, the team facilitates decision making at a senior level to drive performance in each of Citi's products, regions and global functions, and communicate effectively with shareholders, the Board of Directors, regulators and analysts.

The position is a global role based in New York and will report directly to CBNA FP&A Sr. Group Manager.  This key position will be part of a high-caliber team supporting the CBNA CFO and responsible for driving analysis specific to the CBNA entity. This includes standard financial reporting and operating metrics, as well as other specific initiatives related to legal entity management. 

This role will develop strong relationships with key partners of the Finance function including GCB, ICG, Treasury, Tax, Capital, Holdings, EO&T and Global Functions and provide significant interaction to the CBNA CFO and the Global Head of FP&A.  The position is tasked with generating strategic insights backed by well-grounded analysis and delivering them concisely for the CBNA CFO and other members of the senior management group.

Deliverables include, but will not be limited to, regular (bi-monthly, monthly, quarterly) analysis of results and preparation of near team forecasts. The team also manages the annual operating plan and three-year strategic planning processes (CCAR and DFAST) to drive the long-term performance of the company.  FP&A provides the planning and analytics for a variety of legal entities and specialties including CBNA, Basel III, acquisitions, divestitures, investment initiatives, re-engineering programs, cost of credit trends and net interest margin.

Key Responsibilities:
  • Drive content in the monthly and quarterly presentations of CBNA performance for CBNA CEO, CFO, Board, and Regulators
  • Drive CBNA focus within the regional and product teams regarding reporting and analysis of financial performance - coordinate with and provide support to the teams in preparation regular business reviews
  • Oversee timely and accurate submission of the Operating Plan and DFAST submission, and all related analysis and presentations in collaboration with regional and product FP&A and Risk partners
  • Partner with regional and product FP&A and GPOs to drive process changes to enhance the efficiency of the financial reporting cycle and increase the value provided to management
  • Engage in targeted analytics at the request of senior management and prepare summaries to be effectively communicated to stakeholders


  • Bachelor's degree in Finance, Accounting or a related field of study, MBA or equivalent experience preferred
  • Proven track record with 7-10+ years of relevant (accounting & finance) work experience in financial services 
  • Excellent MS Excel and PowerPoint skills, prior experience with enterprise financial reporting solutions a plus 
  • Excellent analytical skills, with an ability to deliver insight and conclusions in a concise and logical manner to team leaders 
  • Strong written and oral communication skills 
  • Strong project management and organizational skills, and ability to work under pressure 
  • Team player, with the ability to develop strong relationships with numerous partners