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Financial Planning and Analysis Senior 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:

163600.00 - 245400.00 USD / Year

Job Description:

The Financial Planning and Analysis Senior Lead Analyst is a senior level position 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.

Job Responsibility:

  • Lead creation of Citi financial reports and liaise with finance teams to provide a summary of financial trends and insight to senior management
  • Lead analysis of forecasts, strategic and operating plans, and create monthly outlooks in partnership with segment, business, and country financial planning and analysis teams
  • Prepare analytics in support of CEO Reviews including business initiatives
  • Lead analysis of Citigroup's product profitability
  • Develop relationships with key partners and senior management to influence behavior and decision making
  • Prepare presentations and analysis for the team and in support of the CFO
  • Appropriately assess risk when business decisions are made

Requirements:

  • 10+ years of relevant experience
  • Experience within financial services
  • Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
  • Proficient Microsoft Office skills with an emphasis on Excel and PowerPoint
  • Knowledge in additional systems including Oracle, Essbase, and SAP
  • Consistently demonstrates clear and concise written and verbal communication
  • Bachelor's degree/University degree or equivalent experience
  • Master's degree preferred

Nice to have:

Master's degree

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
  • discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
September 10, 2025

Expiration:
September 16, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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