Financial Planning and Analysis Leader
hace 7 días
**Job Overview**
Citi is seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join its team. As an FP&A Sr Lead, you will play a critical role in supporting the Citi Global Wealth business by working closely with key stakeholders to optimize decision-making and deliver on financial targets.
Key Responsibilities
- Develop analytic tools to track, analyze, and provide meaningful insights for senior leaders on investments, productivity, and expense decision making.
- Support business leaders on initiatives valuation, investments business cases, and financial productivity, providing tools and methods to accelerate accurate and efficient decision-making processes.
- Review and challenge business operating models to drive organizational health, financial performance, and business accomplishments.
- Develop advanced forecasting & spend allocation methods to ensure consistency among operating models and financial performance across business units.
- Participate in the quarterly earnings process, including building out materials, understanding financials, and overall external messaging.
- Partner with key stakeholders to drive understanding and impact of investments and productivity actions.
Requirements
- Bachelor's degree in Business/Finance or equivalent.
- MBA preferred but not required.
- Minimum 10 years of experience in the Financial Services industry and Financial Planning & Analysis.
- Demonstrated skills on analytic & automation tools (Knime/Tableau preferred).
- Financial statements knowledge required.
- Exceptionally strong stakeholder management, influencing, and executive-level communication skills (written and verbal).
- Exceptionally strong clear/critical thinking, problem-solving, and analytical skills, including data manipulation.
- Strategic thinker.
- High level of attention to detail.
- Comfortable with financial systems.
- Advanced Excel/PowerPoint skills.
- Superior time management and prioritization skills, ability to coordinate and manage, and ability to anticipate roadblocks and identify solutions.
- Advanced English language skills.
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