Citi Global Cards Finance: VP, Planning & Analysis Lead Analyst - Long Island City, NY or Wilmington, Delaware in New York, New York

  • Primary Location: United States,New York,New York

  • Other Location: United States,Delaware,Wilmington

  • Education: Bachelor's Degree

  • Job Function: Finance

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 18039656


About Citi

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 at explains what we do and Citi Leadership Standards at 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.

Citi Global Cards is the market leader in the credit card industry.With a pre-eminent global brand and distribution, Citi Global Cards encompasses approximately 160 different cards and embracesmore than 120 million customer accounts. Citi Global Cards maintains its leadership positionby identifying needsand creating advancedproducts and paymentsystems to fill them. This franchise standsas a leader in customerservice technology, security, and fraud prevention.We believe it is a priority to attract outstanding people and providethem with rewardingand fulfilling careers. Our successis achieved throughthe introduction of innovative products, strong partnership, and dedicated employees who are committed to excellence in whatever they do. The combination of financial strengthand broad productscope at Citi Global Cards provides an opportunity for outstanding professionals to fully recognizetheir potential at a dynamic organization.

The P&A Lead Analyst in US Branded Cards Finance is a line of business facing role that provides financial support to the Marketing Optimization team and Cards leadership by providing actionable insights into US Branded Cards Marketing investments. Responsible for expense forecast, reporting & model review for all US Marketing Expense.

Key responsibilities include:

  • Forecast, report and reconcile Marketing and Advertising expenses for the US Branded Cards business

  • Monitor quarterly investment constraints that could impact US Branded Cards Marketing programs

  • Consolidate marketing models and submit monthly forecasts of Marketing spend to support Outlook/Flash

  • Present weekly updates on Marketing and Advertising expenses to the Marketing Investment Council

  • Support quarterly Marketing Optimization process

  • Track external sources of marketing investment funding and submit reimbursement requests

  • Develop options and drive resolution of over/under expense position and assigned tasks

  • Collaborate with FP&A and line of business to identify expense opportunities and risks

  • Deliver ongoing insights to reengineer marketing forecasting and reporting processes

  • Perform sensitivity analysis on levels of marketing spend

  • Maintain marketing expense trend file


Required Skills:

  • Flexibility and willingness to learn

  • Client focus and ability to multi-task

  • Advanced application of Excel skills

  • Advanced quantitative and qualitative analytical problem-solving skills

  • Ability to create to efficient processes

  • Strong oral communication and written presentation skills

  • Ability to work with ambiguity and collaborate across the organization

  • Ability to think on your feet

Desired Skills:

MBA Preferred

Prior Finance experience and/or CFA certification a plus

  • Partner with FP&A Expense Forecasting team to transition programs into BAU plans

  • Support financial due diligence efforts

  • Familiarity with database systems (e.g., DBF, Essbase, etc.) to retrieve and organize large quantities of data

  • Identify process improvements, create strategies to optimize approach and collaborate with necessary stakeholders to execute