The Financial Planning and Analysis Group manager is a senior management level position responsible for leading the execution of both short and long-term forecasting processes for Retail Banking & Mortgage, coordinating with business FP&A and LFO teams, and providing management with an analysis and insight of Retail Banking and Mortgage’s financial results in coordination with the broader Finance team. The overall objective is to manage a professional team and apply analytical thinking/knowledge of data analysis methodologies to create and analyze reports that gauge Retail Banking & Mortgage’s alignment with forecasted performance.

The role is part of the US Personal Banking Financial Planning and Analysis team in support of the Retail Banking and Mortgage businesses. This role also supports the Retail Banking and Mortgage Lead Financial Officer and partners closely with the business senior leadership team. 

 

Responsibilities:

• Lead execution short-term forecasting processes for USPB, coordinating with business FP&A teams
• Articulate the strategic vision and “story” to key stakeholders internally as well as partner with Investor Relations for external communication at earnings, conferences, investor days and similar events
• Analyze monthly results and provide insights on performance relative to financial targets and strategic priorities
• Lead the identification, consolidation, measuring and monitoring of key performance indicators (KPIs) across the organization, including the setting of appropriate targets for financial performance
• Create ad-hoc analytics on themes that arise at senior management’s request and/or through proactive research of potential issues across the entire spectrum of business performance
• Enhance process and analytics to support management in their business performance reviews
• Provide analytical insight, leveraging a core set tools, on a regular basis to senior management; identify opportunities to adopt digital innovation and adoption in reporting and analytics 
• Prepare innovative visualizations, presentations, and commentary to help summarize complex information and highlight key issues
• Responsible for in depth analysis on banking and lending product financial performance and returns across the Retail Banking and Mortgage business.
• The role will also work closely with finance partners across USPB to drive consistency and best practices around key planning and analysis activities and processes as it relates to banking and lending products.
• Provide analytical insight to senior management, including identification and assessment of key financial and business risks and opportunities to ensure financial targets are achieved.
• Identify and assess key financial and strategic issues including a comprehensive review of Retail Banking and Mortgage’s balance sheet and P&L by loan and liability/asset type as well as by product.
• Drive Business performance and capital allocation, as well as develop and lead return optimization efforts.  Work closely with business partners, treasury and capital planning to continuously improve focus and execution on product and client segment returns
• Collaborate with cross-functional partners in Products, Finance, Analytics, FP&A, Treasury, and Compliance to achieve key business objectives
• Provide oversight, coaching and development of team members

Qualifications:

• 15+ years of relevant experience
• 8-10+ years of managerial experience
• Experience in financial services
• Expertise in financial statement analysis, including key accounting and financial/regulatory topics crucial to the success of a large, global financial services institution
• Excellent quantitative and data visualization skills with a strong attention to details
• Strong leadership skill and business acumen.  Executive presence; ability to interact and influence senior management
• Superior communication and presentation skills; ability to drive change and support transformation and process improvement across all functional areas
• Exceptional problem solving and analytical skills, as well as strong controls mindset
• Excels in environment of tight deadlines and a fast-paced, team-oriented environment
• Ability to build and maintain relationships and interact at all levels of an organization
• Experience with enterprise financial software, such as Essbase
• Demonstrated leadership skills, ability to partner and collaborate with others
• Demonstrated problem-solving and decision-making skills

Education:

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

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Job Family Group:

Finance

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Job Family:

Financial Planning & Analysis

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$170,000.00 - $300,000.00

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.

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Anticipated Posting Close Date:

Aug 15, 2024

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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.

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