02 Sep
Global Wealth Management FP&A Group Manager
Missouri, Ofallon , 63366 Ofallon USA

Vacancy expired!

The Financial Planning and Analysis group is responsible for providing management with analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to focus on the way we deliver to our business partners which requires we have proper attention on controls, optimization of our forecasting processes and tools, and transformation efforts across Citi Finance.Responsibilities:

Improve the accuracy, agility and control of forecasting processes by completing and optimizing the model forecast library and inventory for all Global Wealth Management (GWM) businesses

Monitor and develop an End User Computing (EUC) library / inventory for GWM and lead the remediation efforts across EUCs for Wealth

Lead and coordinate Annual and Quarterly Risk Assessment, including MCAs, and development of appropriate process controls for the GWM team

Collaborate with stakeholders to ensure expectations are managed and critical objectives are met

Act as key liaison and provide client focused support to business FP&A teams as they adopt new capabilities and implement improvements to the process.

Work closely with Model Risk Management and the GWM Finance team to ensure timely response to requests and monitoring of current Comprehensive Capital Analysis and Review (CCAR) and Business Planning models as well as help coordinate the future state post model convergence

Assist the Finance Transformation efforts for GWM financial planning across key workstreams, in support of Citi-wide and Finance Transformation priorities

Help to optimize and integrate all forecasting processes across CCAR/capital planning, strategic planning, business/operating planning and outlook processes

Support implementation of firmwide planning infrastructure Transformation, in close coordination with Personal Banking and Wealth Management (PBWM) team

Define and lead tracking of key milestones and deliverables over multi-year Transformation horizon


10+ years of relevant experience, prefer experience in re-engineering / transformation and ability to leverage technology

Proficient computer skills with a focus on Microsoft Office applications

Demonstrated presentation skills

Consistently demonstrates clear and concise written and verbal communication skills

Ability to work both independently and in a team-oriented environment


Bachelor’s degree/University degree or equivalent experience

Master’s degree preferred

The job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.Job Family Group:FinanceJob Family:Financial Planning & AnalysisTime Type:Full timePrimary Location:Ofallon Missouri United StatesPrimary Location Salary Range:$130,460.00 - $195,690.00Citi 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.pdf) .View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeoaapolicy.pdf) .View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp%20EnglishformattedESQA508c.pdf)Citi is an equal opportunity and affirmative action employer.Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Vacancy expired!

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