Client Lead Finance Officer Team - Senior Vice President

Company: Illinois CPA Society
Location: New York
Posted on: April 3, 2025

Job Description:

The Client Lead Finance Officer Team - Senior 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. This role will additionally be responsible for the delivery of materials and analysis supporting a broad range of topics across strategic initiatives undertaken by the Client Analytics & LFO team as well as ad hoc questions from Citi seniors.

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:

• Lead creation of Citi financial reports and liaise with finance teams to provide a summary of financial trends and insight to senior management
• Lead analysis of forecasts, strategic and operating plans, and create monthly outlooks in partnership with financial planning and analysis teams
• Prepare analytics in support of CEO Reviews including business initiatives
• Develop relationships with key partners and senior management to influence behavior and decision making
• Executive presence with exceptional verbal and written communication skills
• Prepare presentations and analysis for the team and in support of the CFO
• 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:
  • 10+ years of relevant experience
  • Experience within financial services
  • Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
  • Proficient Microsoft Office skills with an emphasis on Excel and PowerPoint
  • Knowledge in additional systems including Oracle, Essbase, and SAP
  • Consistently demonstrates clear and concise written and verbal communicationEducation:
    • Bachelor's degree/University degree or equivalent experience
    • Master's degree preferred------------------------------------------------------
      
      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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      Primary Location:
      New York New York United States
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      Primary Location Full Time Salary Range:
      $163,600.00 - $245,400.00
      
      In addition to salary, Citi's 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:
      Apr 17, 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 .
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Keywords: Illinois CPA Society, New York , Client Lead Finance Officer Team - Senior Vice President, Executive , New York, New York