• Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Citi-US
  • 2018-10-20

Institutional Clients Group: VP, Finance Planning & Analysis Analyst

Institutional Clients Group: VP, Finance Planning & Analysis Analyst

  • Primary Location: United States,New York,New York
  • Education: Bachelor's Degree
  • Job Function: Finance
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 18065663


About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi's Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

Job Background/context:
Member of the ICG FP&A Loans & Cost of Credit workstream, with primary coverage of Citi Private Bank (CPB) lending and ICG Markets lending. The mandate of the team is to provide meaningful analytics on the firm's Lending book revenues and associated balance sheet.  The team will provide analytical support to the LFOs and businesses, which will assist in making strategic decisions and providing insight around revenue and balance sheet drivers.
This role supports the CPB LFO team and the CPB Lending head with respect to all aspects of the CPB Lending business financials -- coordinating plan and outlook and other forward looking forecasts, reviewing and analyzing monthly actual results and quarterly trends, including analysis of loan volume drivers, net interest margins, cost of credit, etc.   The role includes significant ad hoc analysis and contribution to business reviews.
Other responsibilities include coordinating overall ICG loans deliverables for ICG P&A, ICG LFO, corporate partners (e.g. Corp P&A, Inv. Relations, etc.).

Key Responsibilities:
  • Key contact on the Lending book for the Citi Private Bank (CPB) business as well as supporting the Workstream team on total ICG; the candidate will work with the LFO, Business Management, Controllers, Workstreams, and other teams to understand and explain the revenues and balance sheet, provide transparency into results, and participate in coordination of annual business plans, global budget and reforecasts, outlooks, CCAR submissions, etc.
  • Take an active role in the CCAR process for the businesses covered, including proper setup in RUBY system, understanding and owning the model forecasts and relationship to drivers, ensuring business engagement and buy-in on results, and completion of documentation in line with Corporate and regulatory requirements
  • Along with LFO team and regional partners, create forecasts for all forward-looking processes, including outlook, Plan, and Mid-Year Forecast.  Ensure that numbers are properly reflected in financial systems for forecasts
  • Analyze historical information for quarterly results in preparation for quarterly Flash meetings. Understand key performance drivers and ensure that story is properly reflected
  • Contribute pages to presentations that effectively tell the story around the revenue, CoC and balance sheet performance; Pages used as part of MBRs, Flash meetings with CFO, CCAR reviews, etc.
  • Opportunity to interact with senior management (within finance and the business), which requires excellent communication, presentation, and organizational skills
  • Gain understanding of various financial systems used throughout Citi and respond to new systems and processes with a  mind-set of keeping the team as flexible as possible; Ensure that processes and files (Excel, Power Point, etc) are nimble enough to respond to change quickly; Additionally, constantly look for improvements in processes and opportunities for efficiencies.
  • Work with team members locally and across the globe; requiring ability to effectively communicate across all levels


  • BS (MBA preferred) in Economics, Finance, Accounting, or related field
  • 4-6 years' experience preferred of financial analysis in a large corporate environment
  • Numerate /Analytical
  • Ability to work as part of a team and autonomously
  • Results / Task orientated
  • Excellent communications skills, both written and verbal
  • Strong interpersonal skills. Must have a balance of assertiveness and discretion to be a credible and sought-after resource
  • Attention to detail / high levels of accuracy is crucial
  • Experience with forecasting or financial planning
  • Demonstrated strengths in building trusted relationships with management
  • Strong skills in Excel and Power Point