Private Bank VP, Finance Planning & Analysis Analyst - CITI

  • Primary Location: United States,New York,New York

    • Education: Bachelor's Degree

    • Job Function: Finance

    • Schedule: Full-time

    • Shift: Day Job

    • Employee Status: Regular

    • Travel Time: No

    • Job ID: 18076985


Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi’s Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

Citi Private Bank is one of the leading providers of investing, banking, lending and wealth advice to the world's most successful individuals and families. We are an important partner with technology and real estate entrepreneurs, law firms and attorneys, as well as the principals of venture-capital, private-equity and hedge-fund firms. The leaders of industry, finance and culture come to us for the kind of comprehensive services they can only get from a truly global private bank with a broad base of investing experience.

Citi Private Bank LFO team fosters the health of North America Private Bank by partnering closely with the various regions, products and functions to track performance metrics, provide finance support and analytical perspectives to help make critical strategic decisions. The team designs, implements and manages processes that support business needs.

This position will provide planning and analytical support for the seven North America GMMs (Global Market Managers) as well as the North America Banking, Investment Finance, Mortgage and Custody senior management teams. It will involve significant direct interactions with senior management requiring excellent organizational, communication and presentation skills. The candidate will be a sought out technical resource and contributor to critical decision making amongst business partners/product teams.

Key responsibilities will include:

  • Reporting, planning, forecasting and analysis for all GMMs and balance sheet products, including investment finance lending, mortgages, banking and custody.

    • Monthly and ad-hoc strategic analysis of new business initiatives, working closely with the business areas and product groups.

    • Delivering reports that clearly communicate the financial performance of the business, design performance indicators and metrics that facilitate transparency and measure the effectiveness of sales and product teams to facilitate decision making.

    • Synchronizing the production of the annual budget in alignment with the strategy of the business; preparing quarterly forecasts and monthly P&L estimates.

    • Assembling all financial deliverables including monthly business commentary and analytics for product drivers of revenues.

    • Coordination and implementation the semi-annual CCAR process among multiple internal and external stakeholders.

    • Reviewing and analyzing financials during monthly close.


  • B.S. in Finance, Accounting, Economics, or related discipline.  MBA strongly preferred.

  • 6+ years of relevant finance/business/accounting experience.  Knowledge of investment products strongly preferred

  • Highly motivated, participative team player with strong interpersonal skills.  Must have a balance of assertiveness and discretion to be a credible and sought after resource.  

  • Must have the confidence to stand up to pressure and the credibility to influence others.  

  • Requires flexibility to be effective and persuasive with all levels of management.  

  • Level-headed in a crisis.  

  • Ability to build key relationships with finance and other professionals.

  • Ability to influence people and empower team members to be proactive and focused on partnerships and results

  • Must be able to present technical matters in a way that is meaningful to the audience; dynamic organization requires pro-activity in ensuring targets are met and projects accomplished

  • Demonstrated ability to manage multiple projects and deadlines.

  • Strong project management skills including the ability to eliminate rework and inefficiencies to focus on value-enhancing activities

  • Demonstrated analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision making

  • Excellent PC skills with ability to design and maintain complex financial models and to drive high quality financial presentations