Financial Planning

This role supports the development and implementation of strategic business initiatives to deliver financial performance. They are the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives.

• Partner with senior management to deliver on financial objectives, including revenue and expense goals, by providing insightful analysis and strategic advice on financial business decisions and plans.
• Serve as primary point of contact for the business management team for all Finance disciplines including Finance Officers, Controllers, Treasury, and Tax.
• Inform and understand business priorities to develop financial plans.
• Support performance-based outcomes.
• Contribute to and execute the strategic direction of the team.
• Manage various financial aspects, including maintaining strong partnerships with business heads to drive and influence strategic financial decisions and plans.
• Partner effectively across internal and external stakeholders including regulators, Investor Relations, Treasury, Risk, Legal and other functions while leading delivery of capital, risk and profitability targets.
• Help drive financial discipline, efficiencies and a culture of accountability for delivering financial results.
• Develop multi-year financial plans in partnership with business heads that are integrated with Citi's overall strategic planning process.
• Provide regular financial performance updates to business heads, including escalation of any variances to financial plans with proposed actions to address.
• Develop business cases and analyses to inform and influence business investment decisions such as new product development, client segments, new market entries, external partnerships, technology builds, client decisions, and marketing spend decisions.
• Contribute to solutions for complex and multi-layered financial challenges to drive appropriate outcomes across the business requiring conceptual thinking and analysis.
• Work with the business to identify and execute on long- and short-term expense management and optimization initiatives.
• Provide financial reports and analytics to senior management, including key metrics, results, trends and analysis.
• Provide input and thought leadership on internal decisions that have a major impact on the area managed, and possibly other related areas and the organization.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients and assets by driving compliance with applicable laws, rules and regulations; adhering to Policy; applying sound ethical judgment; escalating, managing and reporting control issues with transparency; and supervising others to maintain these standards.

Relevant experience; Bachelor's/University degree, Master's degree preferred and managerial experience.

Job Family Group: Finance

Job Family: Financial Accounting

Time Type: Full time

• Accounting Processes and Financial Controls
• Assessment
• Credible Challenge
• Financial Accounting
• Management Reporting
• Policy and Regulation
• Risk Management

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

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. 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 Citi's EEO Policy Statement and the Know Your Rights poster.