US Retail Bank: VP, Finance Planning & Analysis Modeling Analyst - CITI

  • Primary Location: United States,New York,Long Island City

    • Education: Bachelor's Degree

    • Job Function: Finance

    • Schedule: Full-time

    • Shift: Day Job

    • Employee Status: Regular

    • Travel Time: No

    • Job ID: 19016711


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.


The U.S. Retail Bank has $150B in Deposits, $6B in Loans, over 8,000 employees and close to 700 retail branches. The U.S. Retail Bank consists of Retail Banking, Small Business, Personal Wealth Management and International Personal Bank (“IPB”) segments.

The U.S. Retail Bank Finance group supports the U.S. Retail Bank product, segment and branch distribution teams by providing best-in-class analytical insight.  The team provides U.S. Retail Bank leadership with an accurate and timely view of its current financial position and prepares forward-looking forecasts.  The Finance team manages the budget and business investment processes, performs competitive position analysis and advises executive leadership on key business decisions.

Responsibilities of this position include:

  • Support the U.S. Retail Bank business development effort from a finance perspective

    • Carefully assess the economic consequences of tactical and strategic initiatives directed toward U.S. Retail / U.S. Consumer customers

    • Diligence opportunity, contribute to structuring of offering and evaluate the returns adequacy of current and prospective initiatives

    • Engage directly and frequently with senior business leadership in the context of business development opportunities, provide objective insight and originate proprietary ideas where appropriate


  • Undergraduate experience in finance or accounting and 3+ years of work experience in an analytical role (investment banking, management consulting preferred)

  • Strong Excel / PowerPoint knowledge required; SQL and Access knowledge a plus

  • Excellent quantitative and analytical skills required, particularly in the context of assessing the practical and economic merit of an idea

  • Ability to quickly distill key elements of a decision and arrive at macro-level conclusions, particularly around returns adequacy and identification of key economic drivers

  • Ability to create and manage complex financial models and present results to business and finance leadership

  • Strong communication skills, both written and oral

  • Must be efficient, organized and highly motivated

  • Ability to work independently with minimal supervision and as a part of a broader team