Live chat
Citigroup Inc

International Personal Bank (IPB) U.S. Financial Planning & Analysis Lead Analyst

Citigroup Inc - Miami, FL

International Personal Bank (IPB) U.S. Financial Planning & Analysis Lead Analyst




Primary Location:

United States,Florida,Miami


Bachelor's Degree

Job Function:





Day Job

Employee Status:


Travel Time:

Yes, 10 % of the Time

Job ID:



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 explains what we do and Citi Leadership Standards 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.

The International Personal Bank (IPB) U.S. is part of North America Retail business and provides offshore wealth management (brokerage and banking products and services), operating from offices both in the U.S. (including Puerto Rico) and outside the U.S. (Uruguay, Colombia, and Chile).

The IPB US Financial Planning & Analysis (IPB US FP&A) team supplies Senior Management with analysis and insight into financial results for IPB US. Through this analysis, the team facilitates decision making at the senior levels to drive performance. The team manages the annual budget, CCAR, and forecasts, to drive the long term performance of the company. FP&A provides the planning and analytics for the IPB US managed segment and specialties including investment initiatives and re-engineering programs.


Critical advisor and partner to IPB US Senior business managers, supporting financial and strategic issues regarding expenses.

Design key performance indicators and metrics that facilitate transparency and measure the effectiveness of the business; partnering with IPB US senior product management.

Lead all forward looking expenses for IPB US.

Lead and coordinate all expense work streams with Mumbai and Costa Rica centers

Perform analysis for new business initiatives, working closely with the business areas and product groups, and support project launch and execution.


Bachelor’s degree required.

Master’s in Business Administration, Finance or related field preferred.

5 years in Finance related roles with a combination of accounting/control and planning/analysis experience required.

Familiarity with the wealth management industry is desirable but not essential

Background in the following is a plus:

Citi's organization and systems framework

Reporting and analysis

Proficient in MS Suite: Word, Excel, and PowerPoint

Bi-lingual (Spanish/English)

Strong analytical/data analysis skills and detail oriented.

Must be able to juggle multiple tasks simultaneously, perform well under pressure, and meet strict deadlines demonstrating independent leadership skills.

Excellent communication skills to drive engagement and close interactions with key stakeholders.

Strong organization, process, and reporting skills.

Ability to interact with all levels of internal customers and senior management.

Problem solving skills with the ability to identify and implement data and process improvements.

Consistently produce high quality work, fine-tuned to the audience.

Self-starter and quick learner.

Team oriented/team player.

Apply Now


Citi Jobs

Apply Now


10 days 8 hours ago

Citigroup Inc


International Personal Bank (IPB) U.S. Financial Planning & Analysis Lead Analyst Citigroup Inc - Miami, FL, United States


Location: Miami, FL

Company Profile:
Citi works tirelessly to provide consumers, corporations, governments and institutions with a broad range of financial products and services. We strive to create the best outcomes for our clients and customers with financial solutions that are simple, creative and responsible.