Financial Planning and Analysis Lead Analyst

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Job Overview

Job Description

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 role will own the forward-looking process for a particular Managed Segment and interact with various stakeholders to drive monthly performance analysis, target setting and forward-looking analytics.

Responsibilities:

• Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
• The role partners closely with senior management, responsible for the overall financial planning and analysis for a particular product, including, but not limited to the Operating Plan/QMMF/CCAR/Outlook processes
• Prepare presentations and analysis for the team supporting the CFO
• Has the ability to operate with a limited level of direct supervision.
• Develop analytical tool to track key business performance drivers / metrics, identify the potential opportunities or risks, and enhance transparency and accountability.
• Acts as SME to senior stakeholders and /or other team members for one or more products
• Is consistently able to collaborate effectively across various teams within Citi Finance

Qualifications

• 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
• Consistently demonstrates clear and concise written and verbal communication skills
• Excellent analytical skills and strategic aptitudes, including the ability to translate complex financial schedules into meaningful analysis and presentations and assist with decision making.
• Proficient in Excel and Power Point; other analysis and visualization tools a plus

Education:

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

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Job Family Group:

Finance

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Job Family:

Financial Planning & Analysis

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$129,840.00 - $194,760.00

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

Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.

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Other Relevant Skills

Assessment, Credible Challenge.

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Anticipated Posting Close Date:

Nov 03, 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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View Citi’s EEO Policy Statement and the Know Your Rights poster.