Skip to main content



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.

Financial Planning and Analysis Lead Analyst - Finance Chief Operating Office

Job Req ID 22536619 Primary Location Jacksonville, Florida Job Category Finance
Apply Now

The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi’s current and projected performance.


● Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management

● Advise on directional strategy and provide guidance on significant business/product decisions

● Drive forward looking processes including annual 3-year Strategic/Operating Plans, Quarterly Multi Year Scenario Forecasts (QMMF), and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.

● Prepare analytics in support of the Finance Chief Operating Officer Reviews, including business initiatives

● Build relationships across the Finance COO teams, the Finance disciplines Planning Coordinators, and the Global Function Finance FP&A Team. Role will interact with Leadership across these teams.

● Prepare presentations and analysis for the team supporting the Finance Chief Operating Officer

● Has the ability to operate with a limited level of direct supervision.

● Can exercise independence of judgement and autonomy.

● Acts as SME to senior stakeholders and /or other team members.

● 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.


● 6-10 years of relevant experience

● Experience in providing financial analysis for monthly forecast, strategic multi-year forecast and annual operating budgets

● Should have excellent proficiency in Microsoft Office – particularly Excel, PowerPoint (presentation decks)

● Demonstrated presentation skills

● Consistently demonstrates clear and concise written and verbal communication skills

● Knowledge with financial systems Oracle, COGNOS TM1/Essbase

● Proven relationship management skills with ability to deepen relationships and build partnerships across the business, executive leadership and key functional support areas.

● Highly organized individual who can coordinate multiple deliverables, orchestrate timelines, communication submission instructions, and consolidate multiple requests in a uniform voice.


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

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.


Job Family Group:



Job Family:

Financial Planning & Analysis


Time Type:

Full time


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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting


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.

Apply Now
  • Join our team
    of 220,000+
    strong diverse employees

  • Socially minded employees volunteering in communities across 90 countries

  • Meaningful career opportunities thanks to a physical presence in over 95 markets

We foster a culture that embraces all individuals and encourages diverse perspectives, where you can make an impact and grow your career. At Citi, we value colleagues that demonstrate high professional standards, a strong sense of integrity and generosity, intellectual curiosity, and rigor. We recognize the importance of owning your career, with the commitment that if you do, we promise to meet you more than half way.

Saved Jobs

You have no saved jobs

Previously Viewed Jobs

You have no viewed jobs