This Financial Planning & Analysis role provides support, analysis, and insight for the Quarterly Multi-Year Multi-Scenario Forecast (QMMF), CCAR PPNR Stress Testing and Operating Plan (budget) forecast. The role works in a team that interacts closely with each business unit in Citi to create and model financial results and projections for each line of business. Through this analysis, the team facilitates the projections, which are used for the QMMF, regulatory CCAR and annual Operating Plan forecast. Deliverables include, but are not limited to, quarterly base and stress scenario forecasts, analytics of P&L and balance sheet components, review of forecasting methodologies, Y14A Federal Reserve templates, ad-hoc analysis and presentations for regulators, and senior stakeholders. The work involves a mix of analytics, forecasting governance, and project/process improvement work through quarterly cycles. A critical component of the role is to provide independent review of results and processes, including presenting critical updates to the Senior Governance Group. This role will be part of the PPNR Workstream within the Forecast Execution team.

Responsibilities:

• Execute rigorous review of various forecasting activities, including overlays, workstream adjustments, assumptions, benchmarking, 14A schedules, and forecast results.

• Engage/ lead discussion with 2nd Line of Defense teams (review & challenge), i.e., Model Risk Management and Capital Planning Review Team.

• Coordinate FP&A activities, including liaising with business FP&A teams, Risk, Treasury and Capital Planning; the ability to build partnerships is very important.

• Develop analytics to help drive understanding of key results by senior management, partner groups and 2nd Line of Defense teams

• Develop presentations/ analysis of review and challenge activities/results to PPNR Senior Governance Group

• Support Consent Order / Transformation milestones and respective deliverable/ activities

• Support resolution of Fed questions/variance analysis, develop and review regulatory materials.

• Support external and internal audits of the PPNR process and results.

• Contribute to technology projects as a business SME to enhance/ automate process

Qualifications:

• 8+ years of relevant finance/business/accounting experience in financial services

• Financial statement and specific product knowledge is preferred.

• Good working knowledge of RUBY system is a plus.

• Ability to translate complex financial schedules into meaningful analysis and presentations.

• Demonstrated analytical skills, including the ability to synthesize quantitative and qualitative data to draw conclusions and assist with decision making.

• Strong interpersonal skills, with a balance of assertiveness and discretion to be a credible and sought-after resource.

• Flexibility to be effective and persuasive with all levels of management.

• Ability to build key cross-functional and cross-business relationships.

• Change agent mentality to drive for process enhancements and simplification; demonstrated ability to lead projects.

Education:

• Bachelor’s degree in Economics, Finance, Accounting, or related discipline

Job Family Group:

Finance

Job Family:

Financial Planning & Analysis

Time Type:

Full time

Primary Location:

New York New York United States

Primary Location Full Time Salary Range:

$163,600.00 - $245,400.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date:

Jun 19, 2024

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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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Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.