• Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Citi-US
  • 2018-10-23

Vice President, Treasury & Trade Solutions North America Financial Planning & Analysis Lead Analyst

Vice President, Treasury & Trade Solutions North America Financial Planning & Analysis Lead Analyst

  • 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: No
  • Job ID: 18043491


Description

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   explain 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.

This position is C13 Vice President within Citi's Finance organization under the Lead Finance Officer (LFO) supporting the Treasury and Trade Solutions (TTS) business

Treasury & Trade Solutions (TTS) provides comprehensive cash management and trade finance for corporations, public sector clients and financial institutions worldwide. 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.  

TTS Financial Planning & Analysis (FP&A) is the liaison between business and senior management, who provide analytics to help guide the TTS business, explain the drivers behind the performance and develop a forward looking view to both the business and the LFO. This position supports critical processes within TTS LFO team and primary focus on TTS North America region. The candidate will gain a deep understanding of one of the most complex product (Payments, and Receivables, Trade Loans, Deposits and Corporate Cards) within TTS family and broad exposure to senior management, both finance and business. The main responsibilities include:

  • Lead financial analysis of TTS NAM businesses across all actuals and planning dimensions, including Earnings, Outlooks, Forecasts, Annual Plan, CCAR; and create presentations for the TTS NAM CEO, COO and LFO and other members of the executive committees
  • Be a key participant in the restructuring of the TTS NAM LFO team, by driving transformation and redesign of business support processes
  • Develop ad-hoc analytics on themes that arise at senior management's request and/or through proactive research of potential issues including wallet share / critical client / investment analysis, competitor comparison for NAM TTS revenue, etc.
  • Coordinate and partner with FP&A, Controller, FRI, FRSS teams both onshore and offshore (Mumbai, Costa Rica) to evaluate and streamline reporting processes, design feasible solutions, and drive efficiency, standardization and centralization
  • Partner with LFO team & workstreams to support the planning and analysis covering all TTS NAM businesses (Liquidity Solutions, Trade Services,  Commercial Cards, Channel & Enterprise Services) by understand key business drivers, develop financial management tools and providing insight to drive the P&L


Qualifications

  • Highly motivated, eager to learn, participative team player
  • The ability to translate complex financial schedules into meaningful information and insights; demonstrated analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and drive decision making
  • Great interpersonal skills, able to cultivate and leverage relationships with finance and other professionals; ability to influence people and empower team members to be proactive and focused on partnerships and results
  • Requires flexibility to be effective and confidence to stand up to pressure and ability to manage multiple projects and work within tight timelines
  • Minimum 2 plus years of experience in a financial services/consulting capacity within a large organization
  • Knowledge of TTS business and Citi Financial systems (Pearl, Essbase, etc.) is a plus