Wealth FP&A Lead Analyst

The Financial Planning and Analysis Lead Analyst role at Citi is a senior position that involves providing management with analysis and insights into the company's financial results in collaboration with the broader Finance team. Your main goal will be to contribute to the directional strategy and offer specialized advice on the evaluation of Citis current and projected financial performance. Your responsibilities will include creating financial reports, summarizing financial trends for senior management, advising on directional strategy and significant business decisions, analyzing annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with other FP&A teams, preparing analytics for CEO Reviews, analyzing product profitability, developing relationships with key partners and senior management, preparing presentations for the CFO team, operating with a limited level of direct supervision, exercising independence of judgment and autonomy, acting as a subject matter expert to senior stakeholders and team members, and assessing risks when making business decisions while adhering to compliance and regulatory requirements. To qualify for this role, you should have 6-10 years of relevant experience, proficient computer skills with a focus on Microsoft Office applications, effective verbal and written communication skills, demonstrated presentation skills, and the ability to clearly communicate both in writing and verbally. A Bachelors degree/University degree or equivalent experience is required, while a Masters degree is preferred. Please note that this job description provides a high-level overview of the work performed, and other job-related duties may be assigned as necessary. Skills that are most relevant for this role include Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, and Stakeholder Management. For additional relevant skills, refer to the information provided above or contact the recruiter. If you require a reasonable accommodation due to a disability to use our search tools or apply for a career opportunity, please review Accessibility at Citi. You can also view Citis EEO Policy Statement and the Know Your Rights poster for further information.,