Citi
Overview
The
Services FP&A Head
reports directly to the Global Head of FP&A, leading the delivery of strategic financial insights and analytics to internal and external stakeholders, including the Board, members of the Executive Management Team and regulators. This executive-level role is a key member of the FP&A and Services CFO leadership teams and central to driving informed decision-making through a set of actuals and forward-looking processes. The ideal candidate is a proactive leader who takes pride in owning and driving end-to-end transformation, delivery of high-quality strategic content, and thrives in an environment of continuous improvement leading high-achieving teams. They are committed to transform FP&A into a strategic, insightful partner, balancing the following:
Decision Effectiveness : Empower stakeholder decisions with actionable insights delivered through a scalable, robust, analytical platform
Process Efficiency : Streamline, automate and integrate firmwide planning and reporting, led by a high-performing team
Stakeholder Experience : Foster a collaborative and solution-oriented mindset to drive exceptional results
Key Responsibilities
Thought Leadership and Strategic Business Partnering
Serve as the primary point of contact for Services CFO teams, fostering strong relationships and ensuring seamless communication and collaboration across the FP&A organization
Partner with Services CFOs to provide thought leadership and strategic financial guidance to key stakeholders and business partners
Translate complex financial data into clear, impactful analytics/narratives and develop strategic agenda items for Quarterly Business Reviews (QBRs), Earnings calls, and other key deliverables
Develop compelling and insightful thinking, integrating diverse stakeholder inputs (e.g., from the Business, CFO, Balance Sheet, and Expense FP&A teams)
Synthesize complex information and communicate key findings effectively to stakeholders to inform strategic decision-making
Engage with EMT members directly to act as the designated representative for the Services CFO, addressing segment-wide issues and attending meetings at their request
Segment Finance Talent Development
Cultivate, inspire and develop finance talent, serving as an incubator for future leaders
Lead and motivate the Services FP&A team with a focus on building skills capabilities, raising engagement and supporting the team through change
End-to-End Financial Planning
Own or lead the complete production cycle for reporting, variance analysis, business forecasts, and relevant governance requirements and processes (e.g., Operating Plan, Quarterly Multi-year Multi-scenario Forecast, CCAR, Outlooks, Weekly Financial Update, Actuals, Earnings)
Lead and collaborate with other FP&A divisions to ensure accuracy, timeliness, and alignment with CFO / LFO inputs
Finance Transformation Leadership
Partner with the FP&A Transformation Leads to co-own and drive the execution of the Transformation Program
Lead the successful implementation of relevant aspects of the Finance Transformation that pertain to their functional discipline, ensuring the realization of full benefits
Advanced Analytics and Reporting
Design and deliver detailed analytics and dashboards that provide deeper insights and facilitate informed reviews that drive outcomes
Collaborate with other Finance and Risk functions to identify, create and drive adoption of user-friendly, accurate, and relevant tools for stakeholders
Risk and Control Enhancement
Lead and collaborate with the FP&A Risk & Control Lead and Finance CAO to facilitate the execution of the Risk & Control agenda, enhancing the operational effectiveness of Finance within their area of responsibility and across FP&A
Maintain a strong control environment to safeguard assets and protect the function’s and company's reputation
Qualifications
15+ years progressive FP&A experience in large, complex financial institutions
Bachelor’s degree in Finance, Accounting, Economics, or related quantitative field required; Master’s (e.g., MBA, MS Finance) and/or professional certifications (CPA, CFA) preferred
Leadership & Relationship Building
Demonstrated deep financial and commercial understanding of Segment business drivers
Proven success in strategic partnership and communication at an executive level
Proven ability to influence, build strong relationships and foster collaboration across functions at various organizational levels
Superior verbal and written communication skills, with the ability to translate complex financial concepts into clear, concise, and compelling narratives for executive audiences
Talent Development
Strong leadership presence with the ability to inspire, motivate, and manage diverse teams
Experience in talent management, succession planning, and building high-performing finance teams
Transformation & Process Improvement
Proven experience leading or significantly contributing to finance transformation initiatives, process automation, and system implementations
Proactive and innovative problem-solver, capable of navigating complex challenges and driving effective solutions
Strategic & Analytical Acumen
Exceptional ability to synthesize complex financial data into actionable insights, identify trends, and develop strategic recommendations
Advanced proficiency in financial modeling, forecasting techniques, and analytical tools
Proficiency with advanced FP&A systems, business intelligence tools, and data visualization platforms
Risk & Control Orientation
Solid understanding of financial controls, risk management principles, and regulatory requirements
Change Management
Experience in leading and adapting to organizational change, with a focus on continuous improvement and efficiency
Other Information Primary Location: New York, New York, United States (Part time)
Salary Range: $250,000.00 – $500,000.00
Benefits include medical, dental & vision coverage; 401(k); life, accident & disability insurance; wellness programs; paid time off packages and holidays. For additional information, visit Citi benefits.
Skills Most Relevant Skills: Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management
Other Relevant Skills: See above or contact the recruiter
Posting Close Date Sept 19, 2025
Equal Opportunity Employer Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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, Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr
Services FP&A Head
reports directly to the Global Head of FP&A, leading the delivery of strategic financial insights and analytics to internal and external stakeholders, including the Board, members of the Executive Management Team and regulators. This executive-level role is a key member of the FP&A and Services CFO leadership teams and central to driving informed decision-making through a set of actuals and forward-looking processes. The ideal candidate is a proactive leader who takes pride in owning and driving end-to-end transformation, delivery of high-quality strategic content, and thrives in an environment of continuous improvement leading high-achieving teams. They are committed to transform FP&A into a strategic, insightful partner, balancing the following:
Decision Effectiveness : Empower stakeholder decisions with actionable insights delivered through a scalable, robust, analytical platform
Process Efficiency : Streamline, automate and integrate firmwide planning and reporting, led by a high-performing team
Stakeholder Experience : Foster a collaborative and solution-oriented mindset to drive exceptional results
Key Responsibilities
Thought Leadership and Strategic Business Partnering
Serve as the primary point of contact for Services CFO teams, fostering strong relationships and ensuring seamless communication and collaboration across the FP&A organization
Partner with Services CFOs to provide thought leadership and strategic financial guidance to key stakeholders and business partners
Translate complex financial data into clear, impactful analytics/narratives and develop strategic agenda items for Quarterly Business Reviews (QBRs), Earnings calls, and other key deliverables
Develop compelling and insightful thinking, integrating diverse stakeholder inputs (e.g., from the Business, CFO, Balance Sheet, and Expense FP&A teams)
Synthesize complex information and communicate key findings effectively to stakeholders to inform strategic decision-making
Engage with EMT members directly to act as the designated representative for the Services CFO, addressing segment-wide issues and attending meetings at their request
Segment Finance Talent Development
Cultivate, inspire and develop finance talent, serving as an incubator for future leaders
Lead and motivate the Services FP&A team with a focus on building skills capabilities, raising engagement and supporting the team through change
End-to-End Financial Planning
Own or lead the complete production cycle for reporting, variance analysis, business forecasts, and relevant governance requirements and processes (e.g., Operating Plan, Quarterly Multi-year Multi-scenario Forecast, CCAR, Outlooks, Weekly Financial Update, Actuals, Earnings)
Lead and collaborate with other FP&A divisions to ensure accuracy, timeliness, and alignment with CFO / LFO inputs
Finance Transformation Leadership
Partner with the FP&A Transformation Leads to co-own and drive the execution of the Transformation Program
Lead the successful implementation of relevant aspects of the Finance Transformation that pertain to their functional discipline, ensuring the realization of full benefits
Advanced Analytics and Reporting
Design and deliver detailed analytics and dashboards that provide deeper insights and facilitate informed reviews that drive outcomes
Collaborate with other Finance and Risk functions to identify, create and drive adoption of user-friendly, accurate, and relevant tools for stakeholders
Risk and Control Enhancement
Lead and collaborate with the FP&A Risk & Control Lead and Finance CAO to facilitate the execution of the Risk & Control agenda, enhancing the operational effectiveness of Finance within their area of responsibility and across FP&A
Maintain a strong control environment to safeguard assets and protect the function’s and company's reputation
Qualifications
15+ years progressive FP&A experience in large, complex financial institutions
Bachelor’s degree in Finance, Accounting, Economics, or related quantitative field required; Master’s (e.g., MBA, MS Finance) and/or professional certifications (CPA, CFA) preferred
Leadership & Relationship Building
Demonstrated deep financial and commercial understanding of Segment business drivers
Proven success in strategic partnership and communication at an executive level
Proven ability to influence, build strong relationships and foster collaboration across functions at various organizational levels
Superior verbal and written communication skills, with the ability to translate complex financial concepts into clear, concise, and compelling narratives for executive audiences
Talent Development
Strong leadership presence with the ability to inspire, motivate, and manage diverse teams
Experience in talent management, succession planning, and building high-performing finance teams
Transformation & Process Improvement
Proven experience leading or significantly contributing to finance transformation initiatives, process automation, and system implementations
Proactive and innovative problem-solver, capable of navigating complex challenges and driving effective solutions
Strategic & Analytical Acumen
Exceptional ability to synthesize complex financial data into actionable insights, identify trends, and develop strategic recommendations
Advanced proficiency in financial modeling, forecasting techniques, and analytical tools
Proficiency with advanced FP&A systems, business intelligence tools, and data visualization platforms
Risk & Control Orientation
Solid understanding of financial controls, risk management principles, and regulatory requirements
Change Management
Experience in leading and adapting to organizational change, with a focus on continuous improvement and efficiency
Other Information Primary Location: New York, New York, United States (Part time)
Salary Range: $250,000.00 – $500,000.00
Benefits include medical, dental & vision coverage; 401(k); life, accident & disability insurance; wellness programs; paid time off packages and holidays. For additional information, visit Citi benefits.
Skills Most Relevant Skills: Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management
Other Relevant Skills: See above or contact the recruiter
Posting Close Date Sept 19, 2025
Equal Opportunity Employer Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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, Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr