Head of Business Planning and Analysis O&T

Job Type:Full Time


This position will be leading a team of finance professionals supporting the O&T senior management through financial and strategic planning, identifying productivity and cost saving initiatives, driving performance, and delivering financial results. This role will be partnering with the O&T, ICG and GCB leadership teams. The position will also be fully engaged in coordinating the monthly close, annual budgeting, monthly forecasting processes, in partnership with key departments such as Controllers and Financial Planning & Analysis.

  • Responsible for managing the $200MM+ operating expenses for O&T, including ICG O&T, GCB O&T, Enterprise O&T, and Regional/Global allocations
  • Lead the monthly outlook and annual budget processes in alignment with the overall O&T strategy, partnering with Country/Regional FP&A teams
  • Oversee the month end close process, and the analysis of actuals vs outlook, annual plan and prior years actuals
  • Partner with O&T senior management team by providing insightful analytic s to drive performance improvement and identify productivity and cost savings initiatives
  • Provide support on various business analysis processes, including capacity planning, verifying potential cost savings, unit costing and activity-based costing
  • Responsible for the accuracy and appropriateness of the O&T allocation methodology to the front office
  • Prepare key presentations for senior management on financials, performance metrics, initiatives and strategies
  • Involvement in investment projects including reviewing the business cases and managing the technology spend
  • Identify and resolve risk and control issues in a timely manner
  • Support Head of O&T on any other financial related ad hoc matters
  • Mentoring and coaching the team through knowledge-sharing, providing guidance on professional development

The position also has responsibility for the governance and oversight of the Business and Travel Shared Services {BTSS} and Executives Services {ES} Operations.

BTSS has responsibility for mail distribution, printing services as well as archiving services and switchboard.

Executive Services (ES) provides client-facing and internal support services that are strategically aligned with Citi's business requirements. Through centralized management of these services, we aim to accelerate innovation, drive consistent global customer experiences, reduce costs and deliver value to Citi.


  • CA/CPA Qualified preferred.
  • Ideally 10+ years’ experience with banking/corporate background.
  • Articulate, confident, & effective communicator (written & verbal).
  • Superior Excel and PowerPoint skills.
  • Strong leadership and stakeholder management skills.
  • High energy levels able to meet tight deadlines and manage flexible working hours.
  • Inquisitive with strong analytical & problem solving skills, including process improvement initiatives.
  • Professional & maintains discretion for confidential work.


  • Analysis and Decision Making - Identify and understand issues, problems and opportunities and develop appropriate solutions.
  • Build Effective Working Relationships - Develop and use collaborative relationships to facilitate the accomplishment of business goals.
  • Business Focus - Demonstrate understanding of the business and its customers. Consistently look for opportunities to improve expense management and business performance. Decision making based on based on cost benefit analysis and an understanding of balance sheet, P&L and resource impact.
  • Communicates Effectively - Communicate clearly and concisely, with impact and credibility using appropriate language, style and terminology.
  • Leadership Disposition - Demonstrate the qualities expected of a senior manager, using behaviour appropriate for the level of positional power. Acting as an advocate for the organisation.
  • LeadsChange and Innovation - Identify organisational requirements for future success and engage in those activities that facilitate the required degree of innovation and change. Act as a champion and role model for innovation and change.
  • Market, Sales and Customer Focus - Create and seize opportunities that provide superior returns for shareholders and make customers and their needs a primary focus. Work to reinforce a market, sales and customer focus.
  • Operational Execution - Stay up to date with financial and operational drivers. Be personally accountable for own performance and act with a sense of urgency to address issues and take advantage of opportunities. Immediate access to key financial and operational data.

When you work at Citi, you will be working for an organisation that truly has a global footprint and a powerful network that spans the globe. We celebrate individual ingenuity and use the diversity of our people in order to drive high performance. Through dedicated support, training and resources, we promote our talent and future leaders to bring about lasting and positive impact. Citi Australia is an Employer of Choice for Women and supports a flexible work environment.

Personal information (as defined in the Privacy Act 1988) will be handled in accordance with our Privacy Policy. Please see www.citi.com.au/privacy



Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - AU


Time Type :Full time


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

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