• Competitive
  • New York City, NY, USA
  • Festanstellung, Vollzeit
  • Citi-US
  • 2018-09-21

Financial Planning & Analysis Lead Analyst

Financial Planning & Analysis Lead Analyst

  • Primary Location: United States,New York,New York
  • Education: Master's Degree
  • Job Function: Finance
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 18059870


Citibank, N.A. seeks a Financial Planning & Analysis Lead Analyst for its New York, New York location.
Duties: Develop enhancements to corporate banking client revenue reporting, in conjunction with industry business managers and product teams. Develop and coordinate annual client revenue targets for the corporate banking franchise and analyze profitability drivers including attributed cost factors. Partner with business colleagues to enhance client and banker return metrics. Prepare analysis of Credit Portfolio Management (CPM) clients asset and capital levels and trends in preparation for monthly/quarterly reviews and ad hoc requests and present results to senior management. Prepare analysis of and lead enhancements to Loan Transfer Charge (LTC) metric for Institutional Clients Group (ICG). Assist with preparation of and review Comprehensive Capital Analysis & Review (CCAR) submissions to regulators. Utilize knowledge of portfolio optimization and analysis to analyze and determine efficient application of the Balance Sheet and Capital. Liaise with regional counterparts and closely interact with ICG Planning & Analysis work streams, CPM management and product teams, Expense Management team, ICG Client Analytics, and other groups within Banking Finance. Provide analytical support for ad-hoc projects as needed, including assessing inputs into client and banker returns metrics, providing analytics regarding limit setting for off-balance sheet exposures, providing financial metrics to evaluate and enable capital allocation/decision making, and analysis of client returns and profitability as they impact the CPM business.


Requirements: Requires a Master's degree in Business Administration, Finance or closely related field and 2 years of progressive, post-baccalaureate experience as a Financial Planning Analyst or related position at a global financial institution.  In the alternative, employer will accept a Bachelor's degree in the stated fields and 5 years of progressive, post-baccalaureate experience in the stated positions. Must have at least 1 year of work experience with: Portfolio optimization and analysis, including financial decision management and risk management; Monitoring of operating plans and revenue/expense; Presenting analyses to senior management; Business Objects application. Qualified applicants submit resumes referencing job code EJ/FPALA/AZ to Citigroup Recruiting Dept., 3800 Citigroup Center Dr., Tampa, FL 33610. Citigroup is an EOE Employer. This position is eligible for incentives pursuant to Citigroup's Employee Referral Program. Direct applicants only.  
New York City, NY, USA New York City NY US