Citi
Recovery Capital Forecasting Sr. Lead Analyst - SVP
Citi, Thonotosassa, Florida, United States, 33592
The Capital Recovery and Resolution team operates within the Capital Planning and Management group and supports a full spectrum of Citi and CBNA Capital activities including capital analytics and management, regulatory submissions, planning processes, governance, and process improvements. One of the core mandates of the Capital Planning team is to drive capital initiatives related to Resolution and Recovery Planning, including oversight and analysis of the capital metrics in a Recovery scenario, which informs Citi’s capital planning in BAU and in stress.
Job Responsibilities:
This role will primarily focus on Citi's Recovery Planning capabilities for the Capital workstream, and partner with key members of the Capital Planning / Recovery and Resolution Planning organization and across Treasury to lead various initiatives related to Citi’s RRP process, including but not limited to:
Maintaining Citi’s Recovery capital requirements and methodology
Reporting and analysis of capital metrics and results in a Recovery scenario, in a manner consistent with Resolution capital metrics (RCAP and RCEN)
Informing management decisions on capital needs across Citi’s operating material legal entities, including designing and implementing strategies to optimize capital positioning in a Recovery scenario
Partnering with MLE management, Regional Treasurers and local finance teams globally to analyze local recovery scenario related capital requirements including analysis of local capital needs, governance in support of Citi’s Recovery Plan and engagement with local regulators and other key stakeholders
Key projects include:
Drive and analyze capital-related elements of firm-wide RRP regulatory submissions, including Resolution and Recovery plans for Citigroup and CBNA
Analyze capital metrics in a Recovery scenario to inform management decisions regarding the pre-positioning of capital
Develop and manage processes for periodically refreshing capital metric inputs
Lead initiatives to enhance methodology, process and governance over regulatory capital metrics, including system enhancements and updates
Enhance Recovery forecasting processes based on business outlook and planned actions
Develop an in-depth understanding of Recovery actions that impacts capital
Create and maintain process, model and governance documents to support Citi's Recovery Plan related capabilities
Additionally, this role will periodically partner with other members of the Capital Forecasting and Analytics team to support capital forecasting and optimization initiatives, including with regards to the integration of CCAR losses into RRP capital related forecasts
The analyst will also interact with various partners, including Risk, technology, governance, etc. to drive various initiatives and processes
Qualifications:
Excellent analytical skills, with an ability to deliver insight and conclusions in a concise and logical manner suitable for senior management
Experience developing and managing well-controlled processes
Proactive and able to work independently or as a team player
Must be able to build strong relationships at all organizational levels and partner with many groups across functions and geographies
Strong written and oral communication skills are a must
Ability to multi-task, maintain flexibility, and work well under pressure in a fast-paced environment
Strong project management and organizational skills are highly recommended
Knowledge of Citi data architecture a plus
Prior experience in Resolution or Recovery planning or bank regulatory capital requirements are a plus
Advanced knowledge of Microsoft Office, especially Excel and PowerPoint
Knowledge of business analytical tools such as Tableau, KNIME, Python are a plus
Bachelors Degree
Job Family Group: Finance
Job Family: Capital Planning and Management
Time Type: Full time
Primary Location: Tampa Florida United States
Primary Location Full Time Salary Range: $153,600.00 - $230,400.00
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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills: Business Acumen, Capital Planning and Management, Data Analysis, Financial Modeling, Internal Controls, Management Reporting, Problem Solving, Process Execution, Risk Identification and Assessment.
Other Relevant Skills: Assessment, Credible Challenge, Regulatory Compliance, Risk Management.
Anticipated Posting Close Date: Jan 19, 2026
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.
Accessibility & EEO Policies: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 Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr
Job Responsibilities:
This role will primarily focus on Citi's Recovery Planning capabilities for the Capital workstream, and partner with key members of the Capital Planning / Recovery and Resolution Planning organization and across Treasury to lead various initiatives related to Citi’s RRP process, including but not limited to:
Maintaining Citi’s Recovery capital requirements and methodology
Reporting and analysis of capital metrics and results in a Recovery scenario, in a manner consistent with Resolution capital metrics (RCAP and RCEN)
Informing management decisions on capital needs across Citi’s operating material legal entities, including designing and implementing strategies to optimize capital positioning in a Recovery scenario
Partnering with MLE management, Regional Treasurers and local finance teams globally to analyze local recovery scenario related capital requirements including analysis of local capital needs, governance in support of Citi’s Recovery Plan and engagement with local regulators and other key stakeholders
Key projects include:
Drive and analyze capital-related elements of firm-wide RRP regulatory submissions, including Resolution and Recovery plans for Citigroup and CBNA
Analyze capital metrics in a Recovery scenario to inform management decisions regarding the pre-positioning of capital
Develop and manage processes for periodically refreshing capital metric inputs
Lead initiatives to enhance methodology, process and governance over regulatory capital metrics, including system enhancements and updates
Enhance Recovery forecasting processes based on business outlook and planned actions
Develop an in-depth understanding of Recovery actions that impacts capital
Create and maintain process, model and governance documents to support Citi's Recovery Plan related capabilities
Additionally, this role will periodically partner with other members of the Capital Forecasting and Analytics team to support capital forecasting and optimization initiatives, including with regards to the integration of CCAR losses into RRP capital related forecasts
The analyst will also interact with various partners, including Risk, technology, governance, etc. to drive various initiatives and processes
Qualifications:
Excellent analytical skills, with an ability to deliver insight and conclusions in a concise and logical manner suitable for senior management
Experience developing and managing well-controlled processes
Proactive and able to work independently or as a team player
Must be able to build strong relationships at all organizational levels and partner with many groups across functions and geographies
Strong written and oral communication skills are a must
Ability to multi-task, maintain flexibility, and work well under pressure in a fast-paced environment
Strong project management and organizational skills are highly recommended
Knowledge of Citi data architecture a plus
Prior experience in Resolution or Recovery planning or bank regulatory capital requirements are a plus
Advanced knowledge of Microsoft Office, especially Excel and PowerPoint
Knowledge of business analytical tools such as Tableau, KNIME, Python are a plus
Bachelors Degree
Job Family Group: Finance
Job Family: Capital Planning and Management
Time Type: Full time
Primary Location: Tampa Florida United States
Primary Location Full Time Salary Range: $153,600.00 - $230,400.00
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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills: Business Acumen, Capital Planning and Management, Data Analysis, Financial Modeling, Internal Controls, Management Reporting, Problem Solving, Process Execution, Risk Identification and Assessment.
Other Relevant Skills: Assessment, Credible Challenge, Regulatory Compliance, Risk Management.
Anticipated Posting Close Date: Jan 19, 2026
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.
Accessibility & EEO Policies: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 Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr