The Financial Planning and Analysis Senior Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citis financial results in coordination with the broader Finance team. The overall objective is to utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the development of new techniques to improve processes and work-flow.
**Responsibilities:**
+ Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes
+ Generate flash results/highlights for Board of Directors reports and Executive Management reports
+ Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs)
+ Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process
+ Analyze key management review presentations for Products
+ Execute time critical activities for client facing Financial Planning and Analysis teams
+ Contribute to the development of review material for internal leadership and external regulator reviews
+ 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:**
+ 5-8 years of experience working with a variety of financial platforms
+ Proficient with Microsoft Office applications
+ Demonstrated presentation skills
+ Consistently demonstrates clear and concise written and verbal communication skills
**Education:**
+ Bachelors degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties.
**Job Description**
Citi's US Branded Cards business is a global market leader in the credit card industry. US Branded Cards generates revenues of ~$9B annually on average loans of ~$90B. The US Branded Cards Financial Planning and Analysis team is a critical component of the US Branded Cards Finance team and overall US Consumer Finance team, providing analytical and strategic support of the US Branded Cards FP&A Head and ultimately the US Branded Cards CFO, CEO and overall US Consumer leadership.
We are looking for a highly analytical and dynamic individual to join our Branded Cards Cobrands (CoB) Revenue FP&A team with responsibilities including providing management with analysis and insight of Cobrands revenue forecast in coordination with the broader US Branded Cards Finance team. This role will support Outlooks, MYF, Plan, as well as in month performance. The role is a critical role on the team.
**Responsibilities**
+ Drive forward looking processes focusing on revenue, including forecast, strategic/operating plans, monthly outlooks and results tracking.
+ Perform analysis and deliver presentations related to the financial performance of Branded Cards portfolios.
+ Generate analytics for quarter end flash results, related highlights and management reporting
+ Develop and maintain forecast models with a focus on continual maintenance and improvements.
+ Prepare necessary supporting materials for critical presentations, including analytics on portfolio trends, balance performance, etc.
+ Partner closely with product finance team and business product managers to understand key product performance and associated risks and opportunities.
+ Work with others across the organization to help influence senior management decisions.
+ Partners with other various support organizations including Decision Management, Risk, Treasury, Controllers, CCAR, Acquisitions and Marketing.
**Requirements and Qualifications:**
+ BS in Economics, Finance, Accounting, or related field.
+ 4-6 years of relevant experience in finance roles, including significant experience in the consumer banking space.
+ Ability to build and maintain relationships and interact at all levels of an organization and influence stakeholders on path forward; Support internal clients through an effective challenger model.
+ Strong analytical and strategic thinking; Critical thinker/problem solver that can drive qualitative & quantitative analysis, embracing ambiguity in available data & input.
+ Track record of driving parts of large scale transformations and/or implementation of high-impact initiatives
+ Excellent communication skills, including writing and presentation. The ability to understand and articulate complex financial concepts.
+ Proficient Microsoft Office skills with an emphasis on Excel and PowerPoint.
+ Knowledgeable in additional systems such as SmartView/Hyperion/Essbase/etc.
+ A pro-active self-starter who can continue to push concepts forward with minimal guidance.
+ Background in financial planning, business analytics and related finance disciplines.
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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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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.
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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/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .
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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
