Financial Planning and Analysis Senior Lead Analyst, Citi

Citi

Location:
United States, New York

Category:
Finance

Contract Type:
Employment contract

Salary:

194300.00 - 225230.00 USD / Year

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Job Description:

Citibank, N.A. seeks a Financial Planning and Analysis Senior Lead Analyst for its New York, New York location. The role involves performing financial analysis, forecasting, product-driven analysis, and data analytics, among other key financial responsibilities. The position focuses on supporting reviews by CFO and CEO, product profitability analysis, core process improvements using tools like Tableau and Power BI, and ensuring effective governance and controls.

Job Responsibility:

Perform financial analysis and reporting, financial forecasting and product driven analysis of payment rates, net credit loss ratios, fees, and balance growth
Perform data analytics using Excel Advance, SQL server, Query interface, Microsoft Access, Power Point, Macros, Tableau, Knime, and Power BI, and Essbase, Hyperion, InquiryFrameWork (IFW), and Resource Planning (RP)
Execute analysis of annual three-year Strategic/Operating Plans, Comprehensive Capital Analysis and Review Pre-Provision Net Revenue (CCAR PPNR) forecasts, mid-year reforecasts, and bi-monthly outlooks
Prepare financial reports summarizing trends to provide insights to senior management
Prepare presentations and analysis to support reviews by Chief Financial Officer (CFO) and Chief Executive Officer (CEO), including business initiatives
Lead analysis of product profitability and provide guidance on business and product decisions for US Services
Prepare presentations and analysis for team supporting CFO on Monthly and Quarterly Business Reviews, Risk and Opportunities assessments, Outlook, Earnings, Quarterly Multi-Year Multi-Forecast, and Strategic Operating Plan reviews
Act as a Subject Matter Expert (SME) on key processes such as CCAR, Plan, Outlook, and P&L-based analysis
Provide insights on revenue and expense trends, cost of credit correlation, balance, and business drivers to senior stakeholders and team members
Provide insight across all forecasting and planning activities, including Outlook, Flash/Actuals, Quarterly Earnings, Monthly Closes, long-term regulatory planning, and ad hoc strategic deliverables
Offer solutions for revamping and simplifying planning processes using new digital tools and capabilities such as Tableau, Knime, Power BI, and Essbase to improve and streamline forecasting and business decision processes
Ensure enhancement of governance and controls, including re-engineering and automation efforts supporting Financial Planning and Analysis transformation initiatives

Requirements:

Bachelor’s degree, or foreign equivalent, in Finance, Accounting, Economics or related field
six (6) years of progressive, post-baccalaureate experience in financial planning and analysis for the financial services and consumer lending business
Financial analysis and reporting
Financial forecasting and budgeting
Product driven analysis (payment rates, net credit loss ratios, fees, and balance growth)
Data analytics
Excel Advance, SQL server, Query interface, Microsoft Access, Power Point, and Macros
Tableau, Knime, and Power BI
Essbase, Hyperion, InquiryFrameWork (IFW), and Resource Planning (RP)
Data Standard Management Tool (DSMT)
Regulatory knowledge

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:
September 03, 2025

Expiration:
October 17, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Financial Planning and Analysis Senior Lead Analyst

Citi

Location:United States, New York

Category:Finance

Contract Type:Employment contract