Financial Planning and Analysis Senior Lead Analyst

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Job Overview

Citibank, N.A. seeks a Financial Planning and Analysis Senior Lead Analyst for its New York, New York location.

Duties: Perform financial analysis and reporting, financial forecasting and product driven analysis of payment rates, net credit loss ratios, fees, and balance growth.  Perform data analytics using Excel Advance, SQL server, Query interface, Microsoft Access, Power Point, Macros, Tableau, Knime, and Power BI, and Essbase, Hyperion, InquiryFrameWork (IFW), and Resource Planning (RP). Execute analysis of annual three-year Strategic/Operating Plans, Comprehensive Capital Analysis and Review Pre-Provision Net Revenue (CCAR PPNR) forecasts, mid-year reforecasts, and bi-monthly outlooks. Prepare financial reports summarizing trends to provide insights to senior management. Prepare presentations and analysis to support reviews by Chief Financial Officer (CFO) and Chief Executive Officer (CEO), including business initiatives. Lead analysis of product profitability and provide guidance on business and product decisions for US Services. This includes expected Return on Assets, Return on Investment, capital requirements, operating margin, required investments, and productivity. Prepare presentations and analysis for team supporting CFO on Monthly and Quarterly Business Reviews, Risk and Opportunities assessments, Outlook, Earnings, Quarterly Multi-Year Multi-Forecast, and Strategic Operating Plan reviews. Act as a Subject Matter Expert (SME) on key processes such as CCAR, Plan, Outlook, and P&L-based analysis. Provide insights on revenue and expense trends, cost of credit correlation, balance, and business drivers to senior stakeholders and team members. Provide insight across all forecasting and planning activities, including Outlook, Flash/Actuals, Quarterly Earnings, Monthly Closes, long-term regulatory planning, and ad hoc strategic deliverables. Offer solutions for revamping and simplifying planning processes using new digital tools and capabilities such as Tableau, Knime, Power BI, and Essbase to improve and streamline forecasting and business decision processes. Ensure enhancement of governance and controls, including re-engineering and automation efforts supporting Financial Planning and Analysis transformation initiatives. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols.

Requirements: Requires a Bachelor’s degree, or foreign equivalent, in Finance, Accounting, Economics or related field and six (6) years of progressive, post-baccalaureate experience as a Financial Planning and Analysis Senior Analyst, Financial Planning and Analysis Manager, Global Expense Management Team Lead, or related position involving financial planning and analysis for the financial services and consumer lending business. Six (6) years of experience must include: Financial analysis and reporting; Financial forecasting and budgeting; Product driven analysis (payment rates, net credit loss ratios, fees, and balance growth); Data analytics; Excel Advance, SQL server, Query interface, Microsoft Access, Power Point, and Macros; Tableau, Knime, and Power BI; Essbase, Hyperion, InquiryFrameWork (IFW), and Resource Planning (RP); Data Standard Management Tool (DSMT); and Regulatory knowledge. Applicants submit resumes at https://jobs.citi.com/. Please reference Job ID #25902459. EO Employer.

Wage Range:                $194,300 to $225,230

Job Family Group:        Finance

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:

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:

Oct 17, 2025

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