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Citigroup S.V.P. Balance Sheet Mgmt Sr Ld Anlst - C14 - NEW YORK in New York, New York

The position is within the Treasury Finance unit of the Balance Sheet FP&A and Treasury LFO organization. The Treasury Finance team prepares financial plans and forecasts for Citi Treasury’s balance sheet and P&L, working in close partnership with broader Treasury groups responsible for managing securities portfolios, interest rate risk, FX risk, legal entity funding, and transfer pricing. The team provides analysis of Treasury’s actual financial results in comparison to prior periods, Outlooks, Plan and CCAR / QMMF. Outside of Balance Sheet management and P&L, the team is also responsible for the management of Treasury’s expense budget and headcount. The group interacts extensively with the broader Finance organization as well as technology and infrastructure partners. The role will report into the Treasury Revenue Lead.


  • Own development of Treasury balance sheet and P&L forecasts by legal entity as part of Outlook / Annual Plan, Comprehensive Capital Analysis and Review (CCAR) / Quarterly Multi-Year Multi-Scenario Forecast (QMMF), and Recovery and Resolution Planning forecasts

  • Prepare and present balance sheet and P&L views by entity and draft articulate variance commentary

  • Main point of contact for Risk Weighted Assets (RWA) team on Treasury related inquires

  • Involvement in Investments forecasting and Rate/Volume & NIM analysis

  • Work in partnership with Treasury team members to draft documentation on balance sheet allocations

  • Support project based automation work including Funding & Liquidity workstream automation and legal entity level forecasts


  • 10 years of practical experience with solid knowledge of treasury, financial analysis, and accounting principles

  • Solid understanding of financial products on a bank's balance sheet and good working knowledge of assets-liabilities management, interest rate risk metrics (IRE, EVS), and balance sheet optimization

  • Experience with effectively analyzing Actual and Forecast results with a comprehensive knowledge of Transfer Pricing and other Intercompany items

  • Experience with and understanding of forecasting models for balance sheet and PnL

  • Strong project management skills, proven tack record of delivering complex solutions desirable.

  • Excellent spreadsheet and modeling skills required. Seasoned analytical experience is essential; must possess ability to apply sound judgment when reviewing output; critical thinking is essential

  • Good understanding of Citi financial reporting systems is highly desirable

  • Proficiency with standard analysis tools (Excel / Tableau / Power BI / MicroStrategy)

  • Clear concise communication skills, both oral and written

  • Ability to multi-task and work under pressure

  • Positive and proactive attitude, ability to collaborate across levels & functions


  • Bachelors degree, Masters degree desirable

Job Family Group:


Job Family:

Balance Sheet Management

Time Type:

Full time

Primary Location:

New York New York United States

Primary Location Full Time Salary Range:

$176,720.00 - $265,080.00

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 Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date:

Jun 07, 2024

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 ( .

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Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.