Balance Sheet Mgmt Sr Ld Anlst - SVP

Job Description

Responsibilities

• Lead the development of impactful materials and critical analyses for a senior cross-functional strategy forum focused on generating and recommending initiatives that improve Citi's financial resource utilization and returns.
• Coordinate and support strategy working group sessions that feed into the forum, engaging directly with senior business stakeholders to solicit input, organize breakout sessions
• assess the quality of analyses presented.
• Serve as a Treasury sponsor delegate for Citi's cost of equity framework, ensuring its outputs remain accurate, current, and decision-ready for use across the organization.
• Calculate, track, and analyze Citi's cost of capital using the cost of equity framework, producing key deliverables in support of senior management reporting and decision-making.
• Establish and maintain consistent return frameworks that guide the appropriate allocation of Citi's capital and financial resources across the organization.
• Engage with Corporate M&A on behalf of Treasury to conduct comprehensive financial impact assessments and support senior Treasury leadership's M&A oversight responsibilities.
• Qualifications & Skills: 10 or more years of experience in financial services, with demonstrated expertise in balance sheet management, Treasury, or a closely related discipline.
• Advanced analytical capability in evaluating actual and forecast financial results.
• Strong proficiency in analytical tools such as Excel, Python, and SQL, applied to complex financial analysis.
• Demonstrated ability to communicate complex financial concepts clearly and persuasively, across written communication, presentations, and senior-level verbal settings.
• Solid command of balance sheet fundamentals and profit and loss dynamics, with the ability to translate financial data into strategic recommendations.
• Familiarity with Citi financial systems or equivalent enterprise-grade Treasury and finance platforms used in large financial institutions is an advantage.
• Experience presenting to or preparing materials for senior governance forums, executive committees, or investor-facing audiences is an advantage.
• Education: Bachelor's degree in finance, economics, or a related field
• a Master's degree is an advantage. ------------------------------------------------------ Job Family Group: Finance ------------------------------------------------------ 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 citibenefits.com.
• Available offerings may vary by jurisdiction, job level
• date of hire. ------------------------------------------------------ Most Relevant Skills Balance Sheet, Business Acumen, Digital Skills (Including AI), Financial Analysis, Internal Controls, Management Reporting, Process Execution, Risk Identification and Assessment. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jun 29, 2026 ------------------------------------------------------ Citi is an equal opportunity employer
• 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
• 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 review Accessibility at Citi .
• View Citi’s EEO Policy Statement and the Know Your Rights poster.