The Financial Planning Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.
Provide reporting, planning, forecasting and analysis for all investment products, including capital markets, Global Managed Investments, and Tailored Portfolio Group
Review and analyze financials during monthly close
Perform ad hoc analysis for new business initiatives, working closely with the business areas and product groups, and support project launch and execution
Produce monthly & quarterly Management Reports related to investment products for Private Bank NA organization
Produce and deliver reporting that clearly communicate the financial performance of the business. Design performance indicators and metrics that facilitate transparency and measure the effectiveness of sales and product teams
Coordinate the production of the annual budget in alignment with the strategy of the business. Preparation of quarterly forecasts and monthly P&L estimates
Assess process improvement opportunities that enhance the efficiency of the financial reporting cycle while also increasing the informative value of the content provided to senior management
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
10+ years of experience
Strong interpersonal skills. Must have a balance of assertiveness and discretion to be a credible and sought after resource. Must have the confidence to stand up to pressure and the credibility to influence others. Flexibility to be effective and persuasive with all levels of management. Level-headed in a crisis. Ability to build key relationships with finance and other professionals. Ability to influence people and empower team members to be proactive and focused on partnerships and results
Must be able to present technical matters in a way that is meaningful to the audience; dynamic organization requires proactivity in ensuring targets are met and projects accomplished
Demonstrated analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision making
Broad and deep understanding of accounting principles and corporate finance concepts
Highly motivated, participative team player with a change agent mentality that can provide financial leadership
Excellent PC skills with ability to design and maintain complex financial models and to drive high quality financial presentations
Grade :All Job Level
All Job FunctionsAll Job Level
All Job Functions
Time Type :
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity CLICK HERE.
To view the "EEO is the Law" poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.
To view the EEO Policy Statement CLICK HERE.
To view the Pay Transparency Posting CLICK HERE.