FP&A Resolution and Recovery Planning Sr Lead Analyst SVP-

Posted 2 Days Ago
Be an Early Applicant
New York, NY
177K-265K Annually
Senior level
Fintech • Financial Services
The Role
The FP&A Resolution and Recovery Planning Sr Lead Analyst will support the forecasting execution processes, develop balance sheet forecasting capabilities, and contribute to regulatory submissions and Resolution Plan narratives. The analyst will manage liquidity and interest rate risk, oversee capital structure, and collaborate across teams to drive business solutions.
Summary Generated by Built In

The Balance Sheet Mgmt Sr Ld Anlst is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.
 

This role specifically is within the Balance Sheet Recovery and Resolution Planning team.

Core Responsibilities:

  • Support Recovery and Resolution Planning forecasting execution processes
  • Support development and enhancement of Resolution Planning balance sheet forecasting capability
  • Develop methodology and projection models for balance sheet and PPNR
  • Execute on balance sheet for annual 165d regulatory submissions
  • Contribute to Resolution Plan narratives

General Responsibilities:

  • Contributes to the governance of funding, investing and analytics of the balance sheet. This includes
  • Participates in managing liquidity and interest rate risk, the capital/legal entity structure and capital planning as well as managing rating agency relationships.
  • Involved in capital markets activities including commercial paper and securitization; liquidity, accrual risk oversight and transfer pricing.
  • The position will require both individual analytical work as well as partnership across teams to identify solutions to business inquiries in a timely manner and own the implementation / execution steps to autonomously drive open issues to completion.
  • Directs project prioritization, platform direction, and future state planning and strategic direction.
  • Exposure into various facets of Risk and Finance Processes within Citi; interacting with various levels within the organization.
  • Performs other duties and functions as assigned
  • 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 and Skills:

  • 10 plus years of experience working for a financial services organization
  • Analytical skills and ability to design strategic solutions and processes
  • Knowledge of Recovery and Resolution Planning regulations
  • Knowledge of stress testing (e.g. CCAR)
  • Experience with modelling and the model lifecycle
  • Knowledge of an Investment Bank Balance Sheet composition and P&L
  • Knowledge of general accounting principles and double entry accounting
  • Thorough knowledge of key Interest Rate Risk metrics (IRE, EVS) , working knowledge of Citigroup Financial Systems (PEARL / GENESIS / Etc.) is preferred
  • Proficiency with standard analysis tools (Excel / Access / SQL)
  • Proficiency with Tableau Reporting tool is preferred
  • Excellent written and oral communication
  • Ability to prioritize in a fast-paced environment Ability to interact with all levels of management

Education:

  • Bachelors degree, potentially Masters degree

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Job Family Group:

Finance

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Job Family:

Balance Sheet & Balance Sheet Attribution Management

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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:

$176,720.00 - $265,080.00

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:

Mar 07, 2025

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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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Top Skills

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The Company
HQ: Kwun Tong, Kowloon
223,850 Employees
Hybrid Workplace

What We Do

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

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