The Citi Global Wealth (CGW) Expense Lead Analyst reports into the CGW Expense Lead and supports the CGW business head and the broader CGW senior leadership team.
**Key Responsibilities**
Expense management: Support the CGW business working closely with key stakeholders (e.g., FP&A lead, Client Segment LFOs, Product/Investment finance staff, CGW Chief Operating Office, O&T and GF) to optimize decision making in a highly competitive and changing market environment and deliver on financial targets.
Examples of critical activities include: investment prioritization and approval; productivity and CGW finance transformation; BAU performance tracking and review; Quarterly Forecasting (QMMF) and outlook processes.
Specific areas of focus will be:
- Manage and provide guidance on global financial and analysis processes for Total CGW Expenses
- Facilitate decision support by creating presentations for regular senior management financial performance and strategy reviews (e.g., Monthly or Quarterly Business Reviews, Outlooks, CCAR, Plan, among others)
- Responsible for providing management with analysis and insight of CGW financial results in coordination with the broader Finance team with special emphasis on Expenses (Investments: Transformation, Non-Transformation and Business-led) as well as Productivity initiatives.
- Manage Investment and Productivity Cognos Tool, Finance Calendar & Targets for Actuals and Forward Looking Projections (Forecasting and Budgeting)
- Analyze actuals performance and forecasting result to provide insights on the drivers of Investments and Productivity change; provide necessary input into Expense Walks, Risks and Opportunities
- Standardize Investment and Productivity Reporting Capabilities and Tools, help drive related content in management reviews with CGW CEO and CFO
- Support development, syndication and monitoring of expenses and headcount targets and initiatives
- Identification of expenses risks and opportunities by developing solid relationships with PBWM Sector and Function teams
- Deliver forward-looking, product agnostic analysis on total CGW Expenses to influence senior management to manage, contain and reduce expenses, and drive efficiencies
- Collaborate with business and function managers to identify significant opportunities cost optimization;
- Assist in developing compelling executive presentations that recommend and persuade specific courses of action for decision makers.
**Requirements**:
- Critical thinking and problem solving:
- Drive qualitative and quantitative analysis, addressing ambiguity in available data and input
- Formulate hypotheses and identify actionable insights that challenge the status quo
- Versed in a range of problem solving approaches and capable of optimizing techniques to yield the best results
- Communication & Reporting:
- Excellent communications skills (written / verbal) at all organizational levels
- Professional presentations skills - able to provide strategic and analytical direction to teams and articulate and summarize content and insights into 'consulting-like' presentations for senior management
- Results / task orientated with excellent attention to detail / high level of accuracy
- Strong problem solving and analytical skills
- Excelling MS Office skills including Excel and MS PowerPoint
- Team engagement and stakeholder management:
- Builds relationships with and influence colleagues & stakeholders on path forward
- Project management:
- Structure and execute own workstream & deliverables
- Anticipate issues and put in place mitigation strategies; see dependencies and connectivity across workstreams
**Qualifications**
- 10 - 12 Years of work experience, at least 4 in FP&A
- Exceptional analytical skills, with the ability to deliver analyses in a concise and logical manner
- Strong written and verbal communication skills
- Strong proficiency in Excel and Power Point; other analysis and visualization tools a plus
- Understanding of Banking & Finance products and markets
- Prior experience in management consulting, financial services or business strategy a plus
- Advanced English
**Education**
- Degree in Finance, Economics, Accounting, Industrial Engineer or related field
- **Job Family Group**:
Finance
- **Job Family**:
Financial Planning & Analysis
- **Time Type**:
Full time
- 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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