FP&A Sr Analyst - C12

Citi is looking for a Senior FP&A Analyst to join the Wealth Financial Planning & Analysis team and help shape how the business plans, forecasts, and measures performance. In this role, you will build forecasts for the annual budget, CCAR, and outlook processes, assess risks and opportunities against the plan, and deliver insights that inform executive decision-making. You will combine financial analysis with digital tools to make reporting faster, clearer, and more impactful across the organization.

 

Responsibilities

 

• Build and analyze financial forecasts for the annual budget, CCAR PPNR, and monthly outlook processes to support Wealth's three-year strategic and operating plans.

• Monitor business performance against plan each month and assess risks and opportunities that could affect 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 that inform senior leadership.

• Analyze management review presentations covering individual regions and products to surface performance trends.

• Partner with client-facing FP&A and LFO teams to deliver time-sensitive analysis and reporting.

• Apply digital tools and process improvements to streamline forecasting, reporting, and analysis workflows.

 

Required Qualifications & Skills

 

• 5 to 8 years of experience working with financial planning, forecasting, or reporting platforms.

• Proficiency with Microsoft Office applications, including advanced Excel and PowerPoint skills.

• Strong presentation skills with the ability to translate financial data into clear narratives for senior audiences.

• Clear, concise written and verbal communication skills.

• 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.

 

What We Offer

 

Join a team that shapes how Citi plans, forecasts, and reports on its Wealth business, with the backing of a global organization and modern digital tools.

 

• Work in a hybrid model with 3 days in the office and 2 days working remotely.

• Gain exposure to executive-level reporting and decision-making processes across a global organization.

• Build your expertise in financial planning and forecasting through hands-on work with budget, CCAR, and outlook processes.

• Access learning and development resources to grow your finance and analytical skill set.

• Benefit from programs that support financial wellbeing, family needs, and work-life balance.

• Collaborate with finance professionals across regions and business lines on high-visibility projects.

 

Apply today to bring your financial planning and analysis expertise to Citi's Wealth FP&A team and help shape decisions that matter.

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Job Family Group:

Finance

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Job Family:

Financial Planning & Analysis

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Time Type:

Full time

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Most Relevant Skills

Budgeting, Business Acumen, Data Analysis, Digital Skills (Including AI), Financial Analysis, Financial Modeling, Management Reporting, Process Execution, Risk Management Lifecycle, Stakeholder Management.

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Other Relevant Skills

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

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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.

 

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