Job Information
Citigroup FP & A Lead Analyst - Treasury (Hybrid) in Tampa, Florida
The position is within the Treasury Finance unit of the Balance Sheet FP&A and Treasury LFO organization. The Treasury Finance team prepares financial plans and forecasts for Citi Treasury’s balance sheet and P&L, working in close partnership with broader Treasury groups responsible for managing securities portfolios, interest rate risk, FX risk, legal entity funding, and transfer pricing. The
team provides analysis of Treasury’s actual financial results in comparison to prior periods, Outlooks, Plan and CCAR / QMMF. Outside of Balance Sheet management and P&L, the team is also responsible for the management of Treasury’s expense budget and headcount. The group interacts extensively with the broader Finance organization as well as technology and infrastructure partners. The role will report into the Treasury Revenue Lead.
Responsibilities:
Execute analysis of CCAR & Quarterly Multi-Year Multi-Scenario Forecasts, Annual Operating Plan, and Outlook forecasts
Maintain and document tools used to forecast Treasury's balance sheet and revenues across various economic and interest rate scenarios
Involvement in Treasury Liquidity Account and Credit Spread reporting and analysis
Ensuring integrity of data feeds from product processors to forecasting systems (RUBY, TIMS, and FRM)
Tracking and maintenance of managed segment hierarchy and product set-ups in forecasting systems
P&L and balance sheet trend analysis; monitoring of monthly Actuals
Assist in preparation of monthly presentations for the Citigroup Treasurer as well as quarterly CFO flash calls
Qualifications:
Candidates should have 4+ years of experience in accounting, finance, or related analytical field. Candidates with MS/MBA degree may have fewer years of experience
BA/BS with major in Finance, Accounting, Economics, or other related discipline. MS/MBA degree a plus
High degree of proficiency in MS Suite desktop software applications
Highly analytical, organized, and with great attention to detail
Well-developed written and verbal communication skills. Ability to create polished presentations for senior management
Ability to handle multiple tasks with follow-through and commitment for owning work product
Ability to work independently under tight deadlines
Team-oriented with a high degree of initiative
Education:
- Bachelors degree, Masters degree beneficial
Job Family Group:
Finance
Job Family:
Balance Sheet Management
Time Type:
Full time
Primary Location:
Tampa Florida United States
Primary Location Full Time Salary Range:
$113,840.00 - $170,760.00
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.
Anticipated Posting Close Date:
Aug 09, 2024
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.
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Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.