Planning Transformation Director

FP&A is embarking on a multiyear transformation program which will redefine how financial planning is executed at Citi. A key pillar of the transformation is the development of a common model framework across global FP&A. This Planning Transformation Director will be responsible for leading this transformation pillar of the Dynamic Integrated Planning program, partnering with global FP&A teams as well as central PPNR and Modelling team.

This will begin by defining and refining a target state common model framework which will describe the forecasting approaches across FP&A planning processes. Initially this will focus on global standards and simplification of forecasting in the Operational Plan process. The common model framework will also create a taxonomy to describe and be a catalyst to improved alignment of forecasting approaches across Operational Plan and PPNR processes. Finally, the candidate will have responsibility for leading the development of corporate level forecasting approaches to support Strategic Planning. A core component of the role will be formulating and documenting technology requirements for a centralized model library which will support the execution of models on a common integrated infrastructure.

This is a senior, highly visible role which will have a major impact both internally on how planning is done at Citi, as well as responding to a number of regulatory commitments.

The ideal candidate: you will have 10+ years’ experience in FP&A, particularly in planning or modelling roles and as a result will have a strong understanding model policy standards, Citi’s product suite, data sources / infrastructure as well as planning systems. As this is a transformation role, you will be able to evidence success in leading significant projects or processes with a global scope. You will leverage your planning expertise to provide a vision for a simplified forecasting landscape for FP&A and will be comfortable engaging with senior Finance and Business stakeholders in debate and driving decisions. You will be highly driven, a self-starter able to execute under limited supervision. You will build effective relationships globally while providing leadership to specific FP&A analytical center teams in Mumbai and Costa Rica.

Key Responsibilities

• Design a common model framework which describes the target state landscape of forecasting approaches across FP&A processes
• Partner with Model Risk Management to ensure the common model framework aligns to model policy, advocating for policy enhancements as appropriate to consider Operational Plan process requirements
• Co-ordinate with Treasury and Capital teams to ensure model framework incorporates dependent and related process requirements
• Develop a roadmap to onboard all models to the common model framework
• Partner with the central PPNR & modelling team and FP&A teams to identify opportunities which simplify, converge or develop new models globally and across planning processes
• Lead the development of supporting analysis of model outputs across planning processes
• Drive and key performance metrics resultant from the transformation program such as the elimination of EUCs
• Drive the development of business requirements for a common model library infrastructure which will support all planning use cases
• Drive the development of strategic planning processes, partnering with Corporate Planning and Strategy teams and CFOs

Qualifications

• An undergraduate degree in Finance, Economics, Computer Science or another quantitative discipline, advanced degree preferred
• 10+ years relevant experience in financial Planning / modelling at a significant financial institution
• Knowledge of business and finance data structures and the role these play in Citi’s planning systems
• Analytical capability to understand metadata required for financial modelling, management reporting and analytics
• Strong interpersonal skills with the ability to build relationships across a wide range of global stakeholders with various levels of seniority
• Strong communication skills, ability to convey clear and simple messages with a focus on what matters to drive impact
• Self-starter, must be able to work autonomously to effective plan and manage multiple projects and milestones
• Innovative, lateral thinker – solutions focused in solving problems and overcoming roadblocks
• Agile and flexible, resetting priorities as appropriate

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