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 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 reports of Citi’s current and projected performance. This role is part of the Financial Planning and Analysis team in support of the Wealth business which is comprised of the Private Bank, Wealth at Work and Citigold segments. Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. **Responsibilities:** + Support the Citigold business across all FP&A activities including Actuals, Outlook, CCAR, quarterly multi-year multi-scenario forecasting, and Operating Plan. + Communicate effectively with the business teams and Finance partners across the LFO team and FP&A teams + Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management + Advise on directional strategy and provide guidance on significant business/product decisions + Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams. + Prepare analytics in support of CEO Reviews, including business initiatives + Execute analysis of product profitability and provide guidance on significant business and product decisions + Develop and maintain relationships with key partners and senior management to influence behavior and decision making + Prepare presentations and analysis for the team supporting the LFO + 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. + Coordinate and partner with teams located globally + 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. ------------------------------------------------------ **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. ------------------------------------------------------ **Anticipated Posting Close Date:** Nov 11, 2024 ------------------------------------------------------ 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** . View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) . View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) . View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf) Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.