This role supports the Citi Global Wealth (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 includes 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**:- Develop analytic tools to track, analyze and provide meaningful insights for GWM senior leaders on investments, productivity and BAU expense decision making.- Support business leaders on initiatives valuation, investments business cases and financial productivity, specifically providing tools and methods to accelerate accurate and efficient decision-making processes.- Review and challenge business operating model to drive organizational health, financial performance, and business accomplishments.- Develop advance forecasting & spend allocations methods to ensure consistency among operating model and financial performance across business units.- Participate in the quarterly earnings process including build out of materials, understanding financials and overall external messaging- Partner with key stakeholders (mainly lead financial officers, LFO's), to drive understanding and impact of investments and productivity actions- Act as a primary contact to Corporate FP&A in the required reporting and analysis of investments and productivity**Qualifications**- Bachelor's degree in Business / Finance or equivalent. MBA preferred, but not required- Minimum 10 years of experience. Financial Services industry and Financial Planning & Analysis experience are required- Demonstrated skills on analytic & automation tools (Knime/Tableau preferred)- Financial statements knowledge required- Exceptionally strong stakeholder management, influencing and executive-level communication skills (written and verbal)- Exceptionally strong clear/critical thinking, problem-solving, and analytical skills, including data manipulation- Strategic thinker- High level of attention to detail- Comfortable with financial systems- Advanced Excel/PowerPoint skills- Superior time management and prioritization skills, ability to coordinate and manage, and ability to anticipate roadblocks and identify solution- Advances English**Education**:- Bachelor's degree/University degree or equivalent experience- Master's degree preferred- **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.View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.View the **EEO Policy Statement**.View the **Pay Transparency Posting
