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Financial Planning and Analysis Lead Analyst

https://www.citi.com/ Logo

Citi

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Location:
United States, New York

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

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. This role involves forward-looking analytics, stakeholder interaction, and performance analysis across Managed Segment financials.

Job Responsibility:

  • Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
  • The role partners closely with senior management, responsible for the overall financial planning and analysis for a particular product, including, but not limited to the Operating Plan/QMMF/CCAR/Outlook processes
  • Prepare presentations and analysis for the team supporting the CFO
  • Has the ability to operate with a limited level of direct supervision
  • Develop analytical tool to track key business performance drivers / metrics, identify the potential opportunities or risks, and enhance transparency and accountability
  • Acts as SME to senior stakeholders and /or other team members for one or more products
  • Is consistently able to collaborate effectively across various teams within Citi Finance

Requirements:

  • 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
  • Excellent analytical skills and strategic aptitudes, including the ability to translate complex financial schedules into meaningful analysis and presentations and assist with decision making
  • Proficient in Excel and Power Point
  • other analysis and visualization tools a plus
  • Bachelor’s degree/University degree or equivalent experience
  • Master’s degree preferred

Nice to have:

Other analysis and visualization tools

What we offer:
  • Medical, dental & vision coverage
  • 401(k)
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Additional Information:

Job Posted:
October 29, 2025

Expiration:
November 03, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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