Senior FP&A Analyst - Wealth

About the role

Citi is looking for a Senior FP&A Analyst to join its Wealth Financial Planning & Analysis team. The role helps shape how the Wealth business plans, forecasts and measures performance, building forecasts for the annual budget, CCAR and outlook processes, assessing risks and opportunities against the plan and delivering insights for executive decision-making.

Key responsibilities

• Build and analyse financial forecasts for the annual budget, CCAR PPNR and monthly outlook processes supporting Wealth's three-year strategic and operating plans.
• Monitor business performance against plan each month and assess risks and opportunities affecting forecast accuracy.
• Prepare flash results and performance highlights for Board of Directors and Executive Management reports.
• Contribute to quarterly business reviews and other management reports for senior leadership.
• Analyse management review presentations on regions and products to surface performance trends.
• Partner with client-facing FP&A and LFO teams on time-sensitive analysis and reporting.
• Apply digital tools and process improvements to streamline forecasting, reporting and analysis workflows.

Required profile

• 5 to 8 years of experience with financial planning, forecasting or reporting platforms.
• Bachelor's degree or equivalent practical experience.
• Ability to work independently, exercise sound judgment and manage priorities with minimal supervision.
• Experience acting as a subject matter resource for stakeholders across finance and business teams.

Required skills

• Proficiency with Microsoft Office, including advanced Excel and PowerPoint.
• Strong presentation skills and clear written and verbal communication.
• Relevant skills listed include financial modelling, budgeting, financial analysis, management reporting and risk management.

What we offer

• Hybrid model with 3 days in the office and 2 days working remotely.
• Exposure to executive-level reporting and decision-making across a global organisation.
• Learning and development resources and programmes supporting financial wellbeing, family needs and work-life balance.