Lead Finance Officer, Operations

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Job Overview

Lead Financial Officers (LFO) are accountable for leading the development and execution of financial objectives related to revenues, expenses, capital, and risk. They are a key member of their respective business / function management team and support the development and implementation of strategic business initiatives to deliver financial performance. They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm’s overall finance objectives. Lead Financial Officers (LFO) are Finance partners and strategic advisors to the functions and businesses they support. This Operations LFO role will be responsible for the following:

• Establishing and delivering the financial objectives related to revenues, expenses, return on investment and capital
• Leading short and long term budgeting, forecasting and planning processes through partnership  with functional partners such as FP&A and in-depth understanding of how the Operations Function contributes to the objectives of the franchise

Responsibilities: 

• Serving as a key member of the function / business management team to develop and implement strategic business initiatives to deliver financial performance
• Partnering with senior management to deliver on financial objectives, including revenue / expense goals, by providing insightful analysis and strategic advice on financial business decisions and plans
• Serving as primary point of contact for business management team for all Finance disciplines including Controllers, Treasury, and Tax

• Developing and maintaining in-depth knowledge of the Operations Function, it's core mandate and strategic objectives
• Leveraging financial acumen to influence Operations Functions' priorities and develop comprehensive financial plans
• Driving performance based outcomes

• Developing and setting the team's strategic direction

• Responsible for managing the various financial aspects of the Operations Function, including:

• Maintaining strong partnerships with Operations Function heads to drive and influence strategic financial business decisions and plans
• Partnering effectively across internal and external stakeholders including EMT members, regulators, Investor Relations, Treasury, Risk, Legal and other functions while leading delivery of capital, risk and profitability targets

• Driving financial discipline, efficiencies and a culture of accountability of delivering financial results
• Developing multi-year financial plans in partnership with Operations Function heads that are integrated with Citigroup’s overall strategic planning process
• Providing regular financial performance updates to Operations Function heads, including escalation of any variances to financial plans with proposed actions to address
• Evaluating business cases and analyses to support business investment decisions such as new product development, client segments, new market entries, external partnerships, technology builds, client decisions, and marketing spend decisions

• Frequently developing and implementing solutions for complex and multi layered financial challenges to drive appropriate outcomes across the Operations Function, requiring strategic vision, analysis and advisory

• Working with Operations Function to identify and execute on long and short term expense management and optimization initiatives

• Providing financial reports and analytics to senior management, including key financial metrics, results, trends and analysis
• Partnering with COO and Transformation teams and other functional partners to prepare and review Quarterly Business Review materials

• 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: 

• 15+ years’ experience as a senior finance officer in a global organization

• Knowledge and experience serving as a key strategic / financial advisor and partner

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

• Excellent 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:

New York New York United States

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Primary Location Full Time Salary Range:

$250,000.00 - $500,000.00

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:

Sept 08, 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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