Balance Sheet Management Sr. Manager - Vice President - NEW YORK jobs in United States
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Citi · 1 day ago

Balance Sheet Management Sr. Manager - Vice President - NEW YORK

Citi is a leading global bank, and they are seeking a Senior Lead Analyst for Financial Planning and Analysis. The role involves providing management with insights into Citi's financial results, contributing to deposit forecasting, and driving standardization across methodologies for deposits.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, QMMF forecasts, quarterly outlooks in partnership with business FP&A, and LFO teams
Create deposit reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
Drive standardization for forecasting, reporting and valuation methodologies for deposits
Actively monitor deposit pricing (beta) trends
Help influence directional strategy and provide guidance on significant business/product decisions
Prepare analytics in support of LFO and EMT Reviews
Execute analysis of deposit product profitability
Develop and maintain relationships with key partners and senior management to influence behavior and decision making
Has the ability to operate with a limited level of direct supervision
Can exercise independence of judgement and autonomy
Acts as SME to senior stakeholders and /or other team members
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

Qualification

Financial AnalysisDeposit ForecastingMicrosoft OfficeEffective CommunicationPresentation Skills

Required

6-10 years of relevant experience
Proficient computer skills with a focus on Microsoft Office applications
Effective verbal and written communication skills
Demonstrated presentation skills
Consistently demonstrates clear and concise written and verbal communication skills
Bachelor's degree/University degree or equivalent experience

Preferred

Master's degree preferred

Benefits

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)

Funding

Current Stage
Late Stage

Leadership Team

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James Monahan
Managing Director / Global Head of Asset Servicing
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Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
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Company data provided by crunchbase