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Workforce Planning - Senior Financial Manager - Hybrid

Company: Citi
Location: Irving
Posted on: May 24, 2023

Job Description:

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. 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.

Citi's Personal Banking and Wealth Management (PBWM) division is building a purpose-driven team to serve its globally diverse, digitally forward customers in top cities around the world. We're looking for exceptional candidates who think digitally and differently, resolve problems in unconventional ways and strive to provide a remarkable experience for our clients.

About Citi Global Wealth

Citi Global Wealth (CGW) is focused on serving the needs of clients across the entire wealth spectrum. By building on the strengths and capabilities across Citi, we intend to transform the way we serve clients across the wealth continuum, delivering the full range of high tech and high touch capabilities Citi can offer, and ultimately help them achieve their goals.

Citi Global Wealth serves over 500,000 clients across its global footprint in Asia, Europe, Mexico, and North America. It delivers the full range of wealth products across investments, banking, lending, insurance, trust services and financial planning & advice.

Citi Global Wealth propositions are delivered via tailored offerings across the Citigold, Citi Private Client, International Private Bank and Citi Private Bank brands.

The Senior Financial Manager (Business Analysis Senior Manager) is a senior management-level position within Workforce Planning responsible for liaising between business users and technologists to exchange information in a concise, logical, and understandable way in coordination with the Citi Global Wealth Technology team. The overall objective of this role is to contribute to continuous iterative exploration and investigation of business allocations.


Communicate and deliver on various financial processes of central finance team.

Support Senior Leadership team on matters related to financial forecasts, expense drivers, variances, balance sheet impacts etc.

Assist in driving and closing the monthly financials by coordinating between multiple regional teams & business managers.

Explain variances for multiple lines of business, compare financial forecasts to targets assigned, compare financial forecasts across multiple systems.

Ad-hoc analysis for assessing the impact of certain events on financial forecasts, events like foreign exchange currency changes, inflation and assist in much more financial analysis and risk assessment.

Co-ordinate between business managers and technology program managers on financial forecasting across multiple Citi systems.

Assists with budget creation and budget risk assessments.

Assist with the changes in the management hierarchy during the restructure.

Drive the client billing process and related queries.

Identification of efficiency opportunities and process improvements.


6+ years of experience in financial management.

Demonstrated leadership skills.

Consistently demonstrate clear and concise written and verbal communication.

Proven interpersonal skills with ability to partner and influence across organizational lines.

Proven ability of using complex analytical, interpretive and problem-solving techniques to spot anomalies, and assess risks in financial forecasts.

Proficient in Microsoft Excel and PowerPoint, and associated automation of tasks.

Confidence to work with stake holders across all levels of management and geographic locations.

Experience of working on projects and delivering to assigned deadlines.

Experience working with large volumes of data from disparate sources.

Experience with collaborative tools like Microsoft SharePoint and Confluence.

Knowledge of project management and workings of technology organizations is preferred.


Bachelor's/University degree or equivalent experience.

Master's degree preferred.

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:



Job Family:

Business Analysis / Client Services


Time Type:

Full time


Primary Location:

Irving Texas United States


Primary Location Salary Range:

$110,890.00 - $166,340.00


Citi 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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Keywords: Citi, Irving , Workforce Planning - Senior Financial Manager - Hybrid, Executive , Irving, Texas

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