Financial Planning and Analysis Leader

hace 3 semanas


San Francisco, Heredia, Costa Rica Citi A tiempo completo

Citi's US Personal Banking business is a key market within our PBWM segment. The USPB Marketing Finance team oversees the budget and enhances financial analytics around our on-going marketing investments. The team drives process improvement, analytical rigor, and deep insights, providing strategic CFO support to the USPB Chief Marketing Officer.

Key Responsibilities:

- Drive process improvement and financial rigor in internal marketing investment approval and optimization processes.
- Enhance decisioning across the marketing optimization funnel.
- Establish and analyze program/product level P&Ls, including new account/balance efficiency.
- Develop business cases for new and existing Marketing capabilities investments.
- Own the Operating Expense budget and forecast, engaging with CMO executive office and partners.
- Provide CFO support and strategic direction to USPB Marketing leadership, producing high-quality materials to communicate insights.

Qualifications:

- 10+ years in finance roles, with significant experience in the consumer banking space preferred.
- Excellent team leadership and partnership skills, with the ability to work with and influence senior management across multiple levels of the organization.
- Excellent communication skills, including writing and presentation, with the ability to understand and articulate complex financial concepts.
- Proven operational and financial leadership with the ability to drive results.
- Strong analytical and strategic thinking.
- Ability to manage and prioritize effectively and resolve conflicting priorities.
- Extensive background in financial planning, business analytics, and related finance disciplines.

Education:

- Bachelor's degree in Economics, Finance, Accounting, or related field, with an MBA/CFA a plus.

Citi is an equal opportunity and affirmative action employer, committed to diversity and inclusion. 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.



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