The Financial Planning and Analysis Lead Analyst is a senior professional role 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.

Responsibilities:

• Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
• Advise on directional strategy and provide guidance on significant business/product decisions
• Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.
• Prepare analytics in support of CEO Reviews, including business initiatives
• Execute analysis of product profitability and provide guidance on significant business and product decisions
• Develop and maintain relationships with key partners and senior management to influence behavior and decision making
• Prepare presentations and analysis for the team supporting the CFO
• Has the ability to operate with a limited level of direct supervision.
• Can exercise independence of judgement and autonomy.
• Acts as SME to senior stakeholders and /or other team members.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 6-10 years of relevant experience
• Proficient computer skills with a focus on Microsoft Office applications
• Effective verbal and written communication skills
• Demonstrated presentation skills
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Summary

We are seeking a highly motivated and experienced Vice President to join our Investment Banking CCAR team. The successful candidate will be instrumental in the production, analysis, and reporting of CCAR (Comprehensive Capital Analysis and Review) / QMMF (Quarterly Multi-Year Multi-Scenario Forecast) projection results. This role requires expertise in financial modeling, regulatory requirements, and a strong ability to manage data,  and systems, and team members..

Key Responsibilities

CCAR/QMMF Production and Reporting:

• Compile Investment Banking wallet/share/revenue projection results, ensuring reconciliation to systems and targets, making necessary adjustment entries. Execute manual EUCs, load data into Ruby.

• Produce required materials for senior management review and other analytical reports for projection results (finance and business), including overlays and other adjustments.

• Develop the overlay methodology and documentation, ensuring timely submission and assisting LFOs in defending rationale.

• Obtain input data for Manual Factors, streamlining data sources, optimizing processes, and building effective controls for calculations and loading.

• Train and manage day-to-day activities of junior team members in cycle execution.

Results Review & Analysis:

• Conduct comprehensive projection results review and analysis, including macroeconomic scenario analysis, economic & business drivers, model output, overlays, other adjustments, and final results for all metric and revenue accounts at sub-product and model levels.

• Provide detailed analytics for Base and Stress scenarios; identify material variances and their drivers at individual product and total Investment Banking levels. Partner with LFOs to understand business drivers.

• Explain 14A variances across prior CCAR/QMMF cycles and across scenarios, resolving questions from Corporate PPNR and Central CCAR teams. Ensure 14A lines are accurate in Ruby and align with DSMT hierarchy.

Model Management & Data Governance:

• Act as a Subject Matter Expert (SME) for Investment Banking models, drivers, limitations, and model results.

• Understand and maintain the Ruby setup for responsible models, consulting with Ruby tech and modeling team to ensure alignment with model constructs and keeping setups current with changes in models, hierarchy, etc.

• Collaborate with modeling team to progress quantitative model validation, providing support for their governance responsibilities.

• Analyze large datasets, variables, and drivers to summarize model impacts.

• Work with LFOs and modeling teams on model redevelopment and understand model limitations to drive enhancements. Understand benchmark comparison models.

Regulatory & Strategic Initiatives:

• Work on assigned strategic CCAR projects such as Historical Analysis, Fed MRA/MRIA, or other regulatory feedback, driving critical deliverables and providing Investment Banking SME support in cross-functional initiatives.

Team Leadership & Process Improvement:

• Provide clear direction and guidance to Mumbai resources to enhance process efficiency and work steps.

• Redesign and improve processes in projection results compilation and system (Ruby) adjustment entries.

Qualifications

• Minimum of 8+ years of relevant finance/business/accounting/statistical experience in financial services, experience within a CCAR/QMMF production and analysis role preferred

• Proficiency with financial systems and platforms such as Ruby, Pearl, and IFW; advanced Excel skills

• Strong analytical skills with the ability to identify key drivers, material variances, and their impacts.

• Excellent communication skills, capable of summarizing model results and adjustments to senior management

• Proactive and quick learner, adaptable to new systems and processes

Education

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field

• Master's degree or relevant professional certifications (e.g., CFA) preferred

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Job Family Group:

Finance

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Job Family:

Financial Planning & Analysis

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Time Type:

Full time

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Most Relevant Skills

Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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