Client Lead Finance Officer Team - Assistant Vice President
New York, NY 
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Posted 1 day ago
Job Description

The Client Lead Finance Officer Team - Vice President position is under the Citigroup wide Client Analytics & Lead Finance Officer team. This is a new team, focusing on supporting Citi's Chief Client Officer. This role will be supporting management of all financial aspects across the Client organization and is responsible for supporting the definitions of financial objectives anchored on sound financial criteria, driving strategy in close partnership with the business and functional areas globally.

The ideal candidate should demonstrate proven ability to work together with multiple stakeholders across Client, Finance, Functions, Operations and Technology. The candidate must be able to work effectively in a cross-functional environment without close supervision and with colleagues who may not be in the same geographic location.

The Client Lead Finance Officer Team supplies the Client CFO, business leadership and other senior management with analysis and insight into the financial results and projections. Through this analysis, the team facilitates decision making to drive performance and strategy of global products, regions and functions, and also for use with external analysts, regulators and investors.
Deliverables include, but are not limited to, monthly performance analyses, target setting and forward looking analytics for a variety of internal and external stakeholders. The team also sets and manages the annual budget, quarterly outlooks and forecasts, competitor analytics, and the CCAR process to drive the long term performance of the franchise.



Responsibilities:

  • Support forward looking processes including forecasts, strategic/operating plans, monthly outlooks, and review results
  • Partner with Financial Planning and Analysis teams to 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
  • Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and FP&A teams.
  • Prepare analytics in support of CEO Reviews, including business initiatives
  • Execute analysis of product profitability and provide guidance on significant business and product decisions
  • Develop and maintain relationships with key partners and senior management to influence behavior and decision making
  • Prepare presentations and analysis for the team supporting the CFO
  • 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.


Qualifications:

  • 5-8 years relevant experience
  • Required skills include project management, quantitative aptitude, and the ability to effectively synthesize and communicate complex business issues through concise presentation skills.
  • Good interpersonal skills to oversee cross disciplinary work streams.
  • Extensive project management and strategic analysis experience.
  • Interest and experience in the financial services industry, in particular in the areas of technology and data mining.


Education:

  • Bachelors/University degree or equivalent experience, Masters 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.

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Job Family Group:

Business Strategy, Management & Administration

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Job Family:

Business 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:

$109,120.00 - $163,680.00


In addition to salary, Citis 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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Anticipated Posting Close Date:

May 09, 2024

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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

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Salary and Benefits
109120.00 per Annual
Required Education
Bachelor's Degree
Required Experience
5 to 8 years
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