Private Bank and Wealth at Work - FP & A Group Manager (Hybrid)

The Financial Planning and Analysis Group Manager is a senior management level position 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 manage professional team(s)/department(s) and apply analytical thinking/knowledge of data analysis methodologies to create and analyze reports that gauge Citi’s alignment with forecasted performance.This role is part of the Financial Planning and Analysis team in support of the Wealth business which is comprised of the Private Bank, Wealth at Work and Citigold segments, spanning the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices.Responsibilities:

Lead the FP&A Planning team supporting the Private Bank and Wealth at Work. Activities include Actuals, Outlook, CCAR, quarterly multi-year multi-scenario forecasting, and Operating Plan

Partner closely with the LFO team on a daily basis and communicate effectively with the business teams and Finance partners across FP&A

Manage a team of finance professionals located across the globe to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions)

Help the team prioritize deliverables and be able to step in and complete / finalize the analysis and presentations when needed

Drive forward looking processes including forecasts, strategic/operating plans, monthly outlooks, and review results

Perform analysis and deliver presentations related to the financial performance of the Private Bank and Wealth at Work

Generate analytics for quarter end flash results, related highlights, and senior management reports as well as lead process improvement and automation efforts across the team

Prepare/present to senior management and stakeholders

Advise internal clients on the implications of business trends, issues, operating environment changes, and firm/business unit strategy

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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

10+ years of relevant experience

Experience within financial services

Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets

Proficient Microsoft Office skills with an emphasis on Excel and PowerPoint

Knowledge in additional systems including Oracle, Essbase, and SAP

Consistently demonstrates clear and concise written and verbal communication

Education:

Bachelor’s degree/University degree or equivalent experience

Master’s degree preferred

Job Family Group:FinanceJob Family:Financial Planning & AnalysisTime Type:Full timePrimary Location:New York New York United StatesPrimary Location Full Time Salary Range:$163,600.00 - $245,400.00In 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:Aug 19, 2024Citi is an equal opportunity and affirmative action employer.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.Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.pdf) .View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeoaapolicy.pdf) .View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp%20EnglishformattedESQA508c.pdf)Citi is an equal opportunity and affirmative action employer.Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.