The candidate will report directly to the FP&A Process and System Improvement Lead. This role is integral to a team dedicated to enhancing the strategic capabilities of FP&A leadership by improving decision effectiveness, process efficiency, and the overall experience for our stakeholders
The FP&A Process and System Improvement team will support FP&A leadership by improving Decision Effectiveness, Process Efficiency, and Stakeholder Experience:
- Decision Effectiveness: Empower stakeholder decisions with actionable insights delivered through a scalable, robust analytical platform
- Process Efficiency: Streamline, automate and integrate firmwide planning and reporting, in support of a fast-paced, high-performing team
- Stakeholder Experience: Foster a collaborative and solution-oriented mindset to drive exceptional results for internal and external stakeholders
As a key member, the candidate will lead critical engagements with FP&A, the wider Finance organization, and other functions, driving transformative initiatives.
Key Responsibilities - Process Re-engineering & Optimization:
- Structure and drive analytical plans, translating complex problems into actionable solutions by identifying, sizing, prioritizing opportunities and developing detailed implementation roadmaps
- Lead the analysis of complex data and processes, synthesize clear findings, and design optimal business, operating, and governance models
- Project Leadership & Delivery:
- Plan, lead, and manage all phases of complex engagements, ensuring robust project execution, risk mitigation, and timely delivery
- Cultivate strong relationships with key stakeholders, securing their engagement and ensuring the successful adoption of recommendations and solutions
- Risk & Control Stewardship:
- Appropriately assess risk when business decisions are made
- Demonstrate consideration for the firm's reputation and safeguarding Citigroup (and its clients and assets)
- Drive compliance with applicable laws, rules and regulations
- Adhere to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Qualifications - 6+ years of experience within financial institutions or serving financial institutions as a consultant. Financial Planning & Analysis experience is a plus.
- Bachelor's degree from a top-tier university in a STEM, business, finance, economics, accounting, or other analytical field with outstanding academic record; MBA or other advanced degree preferred
- Leadership & Communication:
- Demonstrated written and verbal communication skills to influence and engage senior stakeholders effectively through clear, concise, and compelling narratives
- Proven track record of high performance and significant achievements in previous roles, consistently delivering impactful results
- Possess a bold, curious, and determined approach, driven by a desire for continuous improvement and excellence
- A strong team player, capable of fostering collaboration and contributing positively to a dynamic team environment
- Transformation Project Delivery:
- Strong strategic thinking and organizational skills, coupled with an ability to prioritize tasks and initiatives to achieve critical objectives
- Prior experience managing process re-engineering, business transformation, and process simplification engagements and leading the teams involved
- Proficient in program and project management methodologies, with the ability to drive initiatives from conception to successful execution
- Ability to act as a challenger and catalyst, fostering innovative thinking and driving positive disruption during all engagement interactions
- Analytical & Technical Proficiency:
- Mastery in developing professional and impactful presentations and deliverables using PowerPoint to communicate complex information clearly and persuasively
- Demonstrated expertise in using advanced analytical tools, including exceptional proficiency in MS Excel for complex data analysis and financial modeling
- Risk & Control Orientation: Solid understanding of financial controls, risk management principles, and regulatory requirements
This 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: Business Strategy, Management & Administration
Job Family: Business Process Re-Engineering
Time Type: Full time
Primary Location: New York New York United States
Primary Location Full Time Salary Range: $163,600.00 - $245,400.00
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.
Most Relevant Skills Please see the requirements listed above.
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date: Jan 16, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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.
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