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**:
- Support and challenge senior leaders on decision making regarding Citi BAU expense performance, return on the investments, and contribution to Citi's BAU, future and transformation agenda
- Analyze investment spend and financial productivity, specifically gaining a deeper understanding of investments, outcomes and benefits and efficiency actions and savings across the firm
- In depth analysis of investments providing insightful decision support analytics that will inform prioritization and funding
- Develop enhanced governance process around productivity actions
- Participate in work to drive organizational health including review of organizational construct and operating model
- 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**
- Minimum 10 years of experience.
Financial Services industry and Financial Planning & Analysis experience are required
- 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 automation, business intelligence and business analytics tools and solutions
- 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
- Advanced English is a mandatory requirem
**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.
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