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The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

VP, Financial Analyst - NYC or Chicago

Job Req ID 22459697 Location(s) Elk Grove Village, Illinois; New York, New York Job Category Finance
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Role and Responsibilities:

  • Lead USPB Finance transformation projects
    • Support Business Development pro forma financial analysis, as necessary
    • Perform quarterly FAS107 valuation analysis, in support of Citi financial reporting requirements
    • Drive standardization of methodology and approaches across USPB BD/Capital activities
    • Other analyses and projects, as needed
  • Provide leadership to credit card sales tax recovery process
    • Manage financial planning and analysis process – development of annual Plan and updated forecasts, review of actuals and analysis of variances, oversight of balance sheet reserves and coordination of changes to state-based reserve requirements
    • Collaborate with partners and internal teams to develop and implement partner-level strategies, execute on data/reporting requirements, and ensure partner payment of proceeds received from Citi-initiated refund claims
    • Serve as primary point-of-contact with external counsel supporting sales tax recovery process – address strategic/execution issues, review and approve invoices and data transfer requests, coordinate generation and submission of state audit requests
    • Drive negotiation of contractual language for new partner agreements, with respect to the sales tax recovery process. Also, participate in portfolio conversion testing, to ensure reporting is both accurate and available
    • Lead problem-solving across the sales tax domain, when necessary
  • Drive ad-hoc and ongoing business-level analysis

Skills Required:

  • Analytical – synthesize data and processes to answer key business questions; translate and align overall business goals to specific projects and actions
  • Communication/Influence – convert quantitative analytics into qualitative recommendations and influence leadership decisions; develop informative presentations which are both professional and message-focused
  • Drive/Initiative – lead projects from conception through implementation; drive teams to adhere to ambitious timetables
  • Financial Modeling - be able to create and improve upon financial models, including usage of current and next-gen tools
  • Relationship Building – work across functional teams in order to create and deliver effective results; network with geographically dispersed stakeholders
  • Proficiency with Microsoft Office suite of products, including Excel and Powerpoint

Education and/or Experience:

  • Bachelor’s degree or higher preferred
  • 6-10 years of corporate experience, credit card industry preferred
  • Excellent Excel and financial systems background


Job Family Group:



Job Family:

Financial Planning & Analysis


Time Type:

Full time


Primary Location:

Elk Grove Village Illinois United States


Primary Location Salary Range:

$106,630.00 - $159,940.00


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.

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 review Accessibility at Citi.

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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