S.V.P. FP & A Group Manager

Citi Wealth is a unified wealth platform that serves clients across the wealth continuum. The Wealth business serves ultra-high-net-worth individuals and family offices through Citi Private Bank (CPB), operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work (WAW). We also have a leading investment solutions platform, which allows us deliver traditional and alternative investments, managed account solutions, best-in-class research, and advice for all Citi clients.

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The role reports into the Citigold and Citigold Private Client (CG CPC) Lead Finance Officer to support the financial performance aspects of the U.S. business and products. This role supports and acts as a trusted advisor to the business senior leadership.

Responsibilities:

• Support all financial management aspects of the business in the U.S. across all products (banking, investments and lending)
• Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
• Provide business and finance leadership with an understanding of monthly drivers and performance and the implications on forward looking forecasts; conduct what-if analysis under various scenarios
• Advise on directional strategy and provide guidance on significant business/product decisions
• Execute analysis of annual 3-year Strategic/Operating Plans, quarterly capital planning and annual CCAR PPNR forecasts, and periodic outlooks in partnership with the business and other finance teams
• Partner with business, finance partners on the development of converged capital planning and business planning forecasting models and approaches, incorporating key quantitative and qualitative drivers
• Prepare analytics in support of business reviews, including corporate and business initiatives
• Understand Citi’s competitive positioning with respect to deposit balances and pricing, and support the analysis to influence outcomes to ensure firmwide objectives are achieved
• Conduct analysis on the CG CPC products cost attribution, profitability and multiple product relationship value
• The role will also work closely with finance partners across Private Bank, Wealth at Work and Citigold/CPC to drive consistency and best practices around key planning and analysis activities and processes
• Execute analysis of business and product profitability and provide guidance on significant business and product decisions
• Develop and maintain relationships with key partners and senior management to influence behavior and decision making
• Operate with a limited level of direct supervision
• Act as SME to senior stakeholders and/or other team members

Qualifications:

• 10 years of relevant experience
• Proficient computer skills with a focus on Microsoft Office applications
• Demonstrated presentation skills and consistently demonstrates clear and concise written and verbal communication skills
• An analytical & questioning mindset, ability to innovate & relate data to business insights
• Accuracy, attention to detail
• Organizational and project management skills, ability to prioritize across multiple deliverables
• Ability to interact confidently with senior business leaders

Education:

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

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In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Anticipated Posting Close Date:

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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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