Financial Planning and Analysis Senior Group Manager-Director – NEW YORK

Job Category: Finance and Buisness
Job Type: Full Time
Job Location: USA
Company Name: Citi

Company Overview
At Citi, our mission is to be a trusted partner to our clients by delivering financial services that promote growth and drive economic progress—responsibly and effectively. Our core functions include safeguarding client assets, providing loans, facilitating payments, and enabling access to capital markets.

With a legacy spanning over 200 years, we have consistently supported our clients through the world’s most complex challenges while helping them seize emerging opportunities. As a truly global bank, Citi connects millions of individuals, businesses, and institutions across hundreds of cities and countries.

Responsibilities:

  • Oversee forward-looking financial processes, including strategic and operational planning, forecasting, and monthly outlooks, with regular reviews of results versus targets.

  • Lead a team through month-end close activities, consolidating flash estimates, monitoring general ledger activity, and preparing detailed variance analyses and commentary for senior leadership.

  • Manage balance sheet activities with a focus on internally developed software assets, serving as the Subject Matter Expert (SME) in this area.

  • Participate in quarterly reviews of balance sheet trends and strategic forecasts in collaboration with technology leaders and chiefs of staff.

  • Analyze Citi’s financial performance in comparison with industry peers.

  • Prepare key analytics and reporting materials for quarter-end flash results, board presentations, executive summaries, competitor benchmarking, and investment reports.

  • Lead efforts to estimate risk capital and integrate capital usage metrics into management reporting and decision-making processes.

  • Present metrics and insights to senior stakeholders, leveraging data to influence strategic business decisions.

  • Drive financial initiatives, ensuring appropriate team structure and staffing to support department goals.

  • Collaborate with revenue-generating departments to enhance productivity, efficiency, and internal controls.

  • Manage infrastructure team members and provide strategic direction through direct reports.

  • Evaluate business decisions through a risk-aware lens, upholding compliance, ethical standards, and organizational integrity. Promote transparency, escalate concerns appropriately, and maintain accountability across the team.


Qualifications:

  • 15+ years of relevant finance experience, ideally in the financial services industry

  • 8–10 years of leadership/management experience

  • Strong financial modeling skills with experience developing strategic and operational plans

  • Excellent written and verbal communication skills

  • Proven ability to build relationships and influence across all organizational levels

  • Strong leadership, problem-solving, and decision-making capabilities


Education:

  • Bachelor’s degree or equivalent experience required

  • Master’s degree preferred


Job Details

  • Job Family Group: Finance

  • Job Family: Financial Planning & Analysis

  • Job Type: Full-time

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