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Balance Sheet Mgmt Group Mgr - C14 - NEW YORK

Employer
Citi
Location
New York, USA
Salary
$176,720.00 - $265,080.00
Closing date
May 12, 2024

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Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
The Financial Planning and Analysis Senior 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 provide deposit forecasting for Wealth deposits, drive standardization across forecasting, reporting and valuation methodologies for deposits and help influence deposit strategy for the business and EMT

Responsibilities:
  • Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, QMMF forecasts, quarterly outlooks in partnership with business FP&A, and LFO teams.
  • Create deposit reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
  • Drive standardization for forecasting, reporting and valuation methodologies for deposits
  • Actively monitor deposit pricing (beta) trends
  • Help influence directional strategy and provide guidance on significant business/product decisions
  • Prepare analytics in support of LFO and EMT Reviews
  • Execute analysis of deposit product profitability
  • Develop and maintain relationships with key partners and senior management to influence behavior and decision making
  • 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:
  • 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
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Job Family Group:
Finance
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Job Family:
Balance Sheet Management
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Time Type:
Full time
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Primary Location:
New York New York United States
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Primary Location Full Time Salary Range:
$176,720.00 - $265,080.00

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.
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Anticipated Posting Close Date:
Apr 17, 2024
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Citi 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 .

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