Wealth FP & A Group Manager - SVP

The Financial Planning and Analysis Group Manager is a senior management 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 manage professional team(s)/department(s) and apply analytical thinking/knowledge of data analysis methodologies to create and analyze reports that gauge Citi’s alignment with forecasted performance. The Wealth FP&A team is an integral part of the larger Global FP&A team. The teams is responsible for providing management with an analysis and insight of Wealth’s financial results in coordination with the broader finance team. This team is focused on Financial Planning & Analysis and is involved in forecasting (Op Plan, Outlook, weekly financial update), CCAR / QMMF, Actuals, Earnings Prep, and other ad hoc activities. Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The main segments of the business are Citi Private Bank, Wealth at Work, and Citigold. Responsibilities: This role is the Wealth FP&A Planning – Executive Decision Support and QMMF / CCAR Lead for overall Wealth. It’s a key role to pull together analysis, forecasting, and all reporting from a total Wealth perspective across the segments and produce senior management decks with financials and insights around the performance of the Wealth business, expectations around future forecasting, as well as the quarterly stress testing results. The role interacts directly with the Wealth CFO and LFOs as well as their teams and partners closely across FP&A teams (Balance Sheet, Expense and Corporate) as well as the business (COO, Client Analytics, etc.), central PPNR, Investor Relations, Treasury and Risk. This role is also a managerial role, with Direct reports across New York and Mumbai. Solve for complexity around the client segment and product organization reporting. Thought leadership around how to consistently gather and present information across multiple data aggregation points is required. Analysis of financial performance and variances to comparison periods / scenarios is needed. This role also is the deputy and delegate for the Wealth FPA& Planning Lead. Manage a team of finance professionals to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions). Drive forward looking processes including forecasts, strategic/operating plans, monthly outlooks, and review results. Perform analysis and deliver presentations related to the financial performance of Citi and its competitors. Generate analytics for quarter end flash results, related highlights, Board of Directors reports, and executive management reports as well as lead quarterly competitor reviews, quarterly annotated supplement, and quarterly investment reports. Lead the estimation of risk capital and embed estimation and other metrics of capital usage into management reports and decision processes. Prepare/present to senior management and stakeholders on using metrics to evaluate and drive business decisions. Manage the delivery of full range of services to one or more businesses/geographic regions and interact with peers internally/externally, including regulators and professional organizations. Advise internal clients on the implications of business trends, issues, operating environment changes, and firm/business unit strategy. 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.