• Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Citi-US
  • 2018-09-25

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: 18049587


Description

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. 

This key position will be part of a high-caliber team supporting the FP&A Head of Citibank, N.A. (CBNA) and the CFO of CBNA. The FP&A analyst will be responsible for driving reporting and 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. 

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 


Qualifications

  • Proven track record with 7-10+ years of relevant (accounting & finance) work experience in financial services 
  • BS in Economics, Finance, Accounting or related discipline and/or understanding of accounting principles 
  • 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
New York, NY, USA New York NY US