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Financial Planning and Analysis Lead Analyst

Financial Planning and Analysis Lead Analyst

NY StaffingNew York, NY, US
1 day ago
Job type
  • Full-time
Job description

Financial Planning and Analysis Lead Analyst

The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi's financial results in coordination with the broader Finance team. The role will own the forward-looking process for a particular Managed Segment and interact with various stakeholders to drive monthly performance analysis, target setting and forward-looking analytics.

Responsibilities :

  • Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
  • The role partners closely with senior management, responsible for the overall financial planning and analysis for a particular product, including, but not limited to the Operating Plan / QMMF / CCAR / Outlook processes
  • Prepare presentations and analysis for the team supporting the CFO
  • Has the ability to operate with a limited level of direct supervision
  • Develop analytical tool to track key business performance drivers / metrics, identify the potential opportunities or risks, and enhance transparency and accountability
  • Acts as SME to senior stakeholders and / or other team members for one or more products
  • Is consistently able to collaborate effectively across various teams within Citi Finance

Qualifications :

  • 6-10 years of relevant experience
  • Proficient computer skills with a focus on Microsoft Office applications
  • Effective verbal and written communication skills
  • Demonstrated presentation skills
  • Excellent analytical skills and strategic aptitudes, including the ability to translate complex financial schedules into meaningful analysis and presentations and assist with decision making
  • Proficient in Excel and Power Point; other analysis and visualization tools a plus
  • Education :

  • Bachelor's degree / University degree or equivalent experience
  • Master's degree preferred
  • Job Family Group : Finance

    Job Family : Financial Planning & Analysis

    Time Type : Full time

    Primary Location : New York New York United States

    Primary Location Full Time Salary Range : $129,840.00 - $194,760.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including : medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

    Most Relevant Skills : Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.

    Other Relevant Skills : Assessment, Credible Challenge.

    Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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    Financial Planning Analyst • New York, NY, US

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