Client Lead Finance Officer

• Serve as a strategic partner to the Client CFO and key business leaders
• Support budgeting, forecasting, and performance evaluation processes across the Client organization
• Shape the financial engagement model for Citi Ventures
• Deliver high-impact financial analysis, insights, and executive-ready materials
• Identify opportunities for operational and reporting efficiency
• Provide credible challenge and guidance on product and client-level profitability
• Partner across Finance, Technology, Operations, and Product teams
• Contribute to the design and implementation of standardized financial frameworks
• Represent the Client LFO Team in enterprise-level forums and strategic workstreams
• Create financial reports and meet with finance team to clearly summarize financial trends
• Support analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks
• Prepare analytics in support of CEO Reviews
• Execute analysis of product profitability
• Develop and maintain relationships with key partners and senior management
• Prepare presentations and analysis for the team supporting the CFO

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

Master's degree