Job Description

The Financial Planning and Analysis Sr. Group Manager is a senior professional responsible for Legal Entity forecasting, which is required to support global and local regulatory requirements. It includes providing management with analysis and insight of Citi’s Legal Entities. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial performance of Citi’s current and projected performance of the entities

Responsibilities:

• Lead legal entity balance sheet and PPNR forecasting across ICAAPs in scope and firmwide processes.
• Review and challenge global model outputs, ensuring alignment with underlying business drivers.
• Support regulatory deliverables such as ICAAP, Recovery Plan, Other Stress tests etc.
• Ensure strategic execution of regulatory frameworks, controls, and internal policies.
• Drive strong governance, documentation, and audit readiness across forecasting processes.
• Partner with International and Local Treasury on entity‑level liquidity, funding, and capital planning.
• Enable timely, data‑driven Treasury decision‑making through high‑quality legal entity insights.
• Deliver Legal Entity FP&A inputs into firmwide processes (Operating Plan, Outlooks, QMMF) with alignment to business views.
• Lead senior stakeholder engagement and review forums, providing clear insights on performance, risks, and forecast.
• Drive process standardization, data quality improvements, and automation initiatives to enhance forecasting accuracy and efficiency.

Qualifications & Experience

• 15+ years of experience in FP&A, Finance, or Treasury, preferably in financial services.
• Strong understanding of:
  • Balance sheet dynamics (loans, deposits, funding, capital)
  • Regulatory and Treasury frameworks
  • Legal entity structures and intercompany flows
• Proven experience in senior stakeholder engagement and influencing decisions.
• Strong analytical, problem‑solving, and communication skills.
• Strong Institutional knowledge of Citi

Leadership Expectations

• Demonstrate strategic thinking and ownership of end‑to‑end processes.
• Build and lead high‑performing teams, fostering accountability and development.
• Drive cross‑functional collaboration across global stakeholders.
• Deliver high‑quality outputs under tight timelines with strong control discipline.

Education:

• Post Graduate degree or equivalent experience.

Mode:

• Hybrid

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:

Financial Planning & Analysis

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Time Type:

Full time

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Most Relevant Skills

Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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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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