Enterprise Excellence Financial Planning Officer SVP

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Job Overview

Financial Officers support the development and execution of financial objectives related to revenues, expenses, capital, and risk for their respective areas. This includes supporting the development and implementation of strategic business initiatives  and partnering across other functions and Finance disciplines. Lead Financial Officer (LFO) teams are Finance partners to the functions and businesses they support. This Enterprise Excellence Financial Officer role will support the following responsibilities:

• Assisting the business / function in their efforts to establish and deliver financial objectives related to revenues, expenses, return on investment and capital

• Supporting short and long term budgeting, forecasting and planning processes through engagement with functional partners such as FP&A and understanding of relevant business drivers

* This role must report on site to the office in Irving Texas, three times per week. it cannot be done remotely or from another Citi location.

Responsibilities: 

• Partnering with key function / business stakeholders, such as business leads and business execution leads, for financial business decisions and plans

• Developing and maintaining a strong understanding of the Enterprise Excellence sub groups, their core mandate and strategic objectives

• Providing insightful analysis and thoughtful challenge that helps inform the business' / function's strategic and financial plans and contributes to performance based outcomes

• Executing on the strategic direction of the team

• Responsible for supporting various financial aspects of Enterprise Excellence, including:

• Maintaining strong partnerships with Enterprise Excellence heads and other functional partners to support and inform financial business decisions and plans

• Partnering with other Finance stakeholders to support business / function in meeting their financial objectives

• Providing financial insights and analysis (such as details on variances to financial plans) to Enterprise Excellence leads and stakeholders upon request

• Supporting development of business cases and analyses to inform and influence business investment decisions

• Partnering with Enterprise Excellence leads and COO teams to identify potential impacts / issues, and corrective actions for variances to financial plans through in-depth analysis and interpretive thinking

• Partnering with COO teams on a variety of activities including expense optimization opportunities and initiatives

• Providing financial reports and analytics to Enterprise Excellence leads, including key financial metrics, results, trends and analysis

• Assisting in preparation of Quarterly Business Review materials with Enterprise Excellence COO teams and other functional partners

• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications: 

• 7+ years of experience

• Knowledge of and / or experience working with the Operations / Functions

• Financial management experience, including financial planning, budgeting, reporting, analytics and analysis

• Strong analytical and communication skills and proven ability to influence a wide range of stakeholders

Education: 

• Bachelors/University degree, Master’s degree preferred

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Job Family Group:

Finance

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Job Family:

Finance Management

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Time Type:

Full time

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Primary Location:

Irving Texas United States

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Primary Location Full Time Salary Range:

$144,480.00 - $216,720.00

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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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Aug 14, 2025

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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