Sr. Vice President, Forecast Execution Team Lead Analyst

The Financial Planning and Analysis Senior Lead Analyst is a senior 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 contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi’s current and projected performance.

The FP&A Forecast Execution group plays a critical role in assessing oversight to all Citi’s forecasting processes.  At the core is Citi’s Quarterly Multi-year, Multi-scenario Forecasting (QMMF).  QMMF contains up to 3 scenarios run each quarter, 1 Business as Usual to support the Operating Plan development and progress and 2 hypothetical macroeconomic stress scenarios to support Citi’s management of capital adequacy.  QMMF process consists of 14 workstreams, working across Finance, Risk Management the businesses, and other corporate functions, the role of Forecast Execution is to ensure deliverables and commitments and met in accordance with execution calendar and QMMF submission is submitted on time and with adequate controls to CFO and the Board.

Role Outline/Job Summary

The role requires the individual to be the central coordinator across all 14 workstreams in QMMF Issues Management Process and CAP remediation.  The successful candidate will be required to actively engage and manage across FP&A and workstreams to identify potential issues which arise during the process, raise CAPs and track remediation through to completion. The role will require actively managing risk and escalations to senior management accordingly.

Responsibilities:

• Consolidation of Potential Issues during QMMF/CCAR cycles including putting in Halo.
• Review and challenge of potential Issues with stakeholders including joint review with Head of Forecast execution and Second Line of Defense.
• Tracking of Open Issues and maintaining consolidated list of issues and CAPs. Weekly reviews with senior management and highlighting potential challenging to meeting resolution dates
• Provide inputs for CFO memo for the QMMF process. Providing a summary of Process Observations and improvements made for QMMF.
• Responsible for opening iCAPs post QMMF and Issues management process.
• Issues and CAP closure documentation and review with FP&A leads, Risk and Control, CPRT and Audit.
• Provide daily and weekly reporting metrics and updates on the status of QMMF to senior stakeholders.

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 communication

Education:

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today!

The FP&A Forecast Execution group plays a critical role in assessing oversight to all Citi’s forecasting processes.  At the core is Citi’s Quarterly Multi-year, Multi-scenario Forecasting (QMMF).  QMMF contains up to 3 scenarios run each quarter, 1 Business as Usual to support the Operating Plan development and progress and 2 hypothetical macroeconomic stress scenarios to support Citi’s management of capital adequacy.  QMMF process consists of 14 workstreams, working across Finance, Risk Management the businesses, and other corporate functions, the role of Forecast Execution is to ensure deliverables and commitments and met in accordance with execution calendar and QMMF submission is submitted on time and with adequate controls to CFO and the Board.

Role Outline/Job Summary

The role requires the individual to be the central coordinator across all 14 workstreams in QMMF Issues Management Process and CAP remediation.  The successful candidate will be required to actively engage and manage across FP&A and workstreams to identify potential issues which arise during the process, raise CAPs and track remediation through to completion. The role will require actively managing risk and escalations to senior management accordingly.

Responsibilities:

• Consolidation of Potential Issues during QMMF/CCAR cycles including putting in Halo.
• Review and challenge of potential Issues with stakeholders including joint review with Head of Forecast execution and Second Line of Defense.
• Tracking of Open Issues and maintaining consolidated list of issues and CAPs. Weekly reviews with senior management and highlighting potential challenging to meeting resolution dates
• Provide inputs for CFO memo for the QMMF process. Providing a summary of Process Observations and improvements made for QMMF.
• Responsible for opening iCAPs post QMMF and Issues management process.
• Issues and CAP closure documentation and review with FP&A leads, Risk and Control, CPRT and Audit.
• Provide daily and weekly reporting metrics and updates on the status of QMMF to senior stakeholders.

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 communication

Education:

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

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