Assistant Vice President - Finance Planning & Analysis BA Analyst - SPG

Job Description

The Financial Planning and Analysis Senior Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the development of new techniques to improve processes and work-flow.
Responsibilities:

• Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes
• Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
• Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
• Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs)
• Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process
• Oversee the estimation of risk capital and incorporate results into management report metrics for decision processes
• Analyze key management review presentations for individual Regions and Products
• Execute time critical activities for client facing Financial Planning and Analysis teams
• Contribute to the development of review material for internal leadership and external regulator reviews
• 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:

• 8-10 years of experience working with a variety of financial platforms
• Proficient with Microsoft Office applications
• Demonstrated presentation skills
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Position Summary

Analyst role supporting Specialty Partnership Group (SPG), a business unit within Citi Retail Services. SPG manages 24 unique partnerships with retailers, original equipment manufacturers, marketing associations and other entities to offer private label and cobranded credit card products to consumers and businesses.

The role will partner with cross-functional business leaders to drive strategic portfolio-specific decisions around profitability. Business growth in SPG is driven through expansion of current portfolios, launch of programs with new partners, and potential portfolio acquisitions. Through these channels, the business expects to grow assets by more than 20% annually over the next four years.

Key Responsibilities

• Cross-functional partnership with Marketing, Accounting, Partner Management, and BA Finance for Marketing budget reconciliation, proper accrual calculation, and oversight of marketing system loads
• Lead financial modeling for 1 vertical within SPG, including profitability analysis for marketing campaigns, promotional pricing, and customer rebates
• Provide support during mid-year and year-end planning cycles by creating presentation materials for senior leadership, loading forecasts into Essbase, working cross-functionally with SPG business teams/BA Finance/FP&A, and assisting in bottoms-up drivers forecast
• Support preparation of internal and client-facing financial packages for business reviews
• Provide back-up across the team covering specific SPG programs as needed

Qualifications

• Bachelor’s degree in Finance or Accounting, MBA a plus
• 4-6 years of financial analysis/forecasting/planning experience, banking experience preferred
• Strong working knowledge of Excel, Essbase/Hyperion, and Powerpoint required; Internal Citi systems knowledge preferred
• Written and verbal communication skills – role is required to be able to present key themes in a concise manner to business senior management
• Demonstrated experience in ad hoc analytics

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