Job Description

The Financial Planning and Analysis role 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 overall objective is to contribute to provide deposit forecasting for Wealth deposits, drive standardization across forecasting, reporting and valuation methodologies for deposits and help influence deposit strategy for the business and EMT



Responsibilities:

• Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, QMMF forecasts, quarterly outlooks in partnership with business FP&A, and LFO teams
• Create deposit reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
• Drive standardization for forecasting, reporting and valuation methodologies for deposits
• Actively monitor deposit pricing (beta) trends
• Help influence directional strategy and provide guidance on significant business/product decisions
• Prepare analytics in support of LFO and EMT Reviews
• Execute analysis of deposit product profitability
• Develop and maintain relationships with key partners and senior management to influence behavior and decision making
• Has the ability to operate with a limited level of direct supervision.
• Can exercise independence of judgement and autonomy.
• Acts as SME to senior stakeholders and /or other team members.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.



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
• Consistently demonstrates clear and concise written and verbal communication skills



Education:

• Bachelor's degree/University degree or equivalent experience
• Master's degree preferred



This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.


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Job Family Group:

Finance
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Job Family:


Balance Sheet Management
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Time Type:


Full time
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Citi is an equal opportunity and affirmative action employer.


Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .


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View the EEO Policy Statement .


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