Jonathon E.
Senior Vice President, Banking Segment FP&A at Citigroup
- Role
- Senior Vice President, Banking Segment Financial Planning and Analysis at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jonathon E.
Senior finance leader in the financial services industry that possesses extensive experience in financial planning and analysis for complex portfolios. Leverage strong analytical and problem-solving skills to enhance processes, explain the business story and influence strategic business decisions. Skilled at engaging diverse stakeholders to simplify complex issues and develop strategic programs that align to business objectives. Significant experience in regulatory and capital analysis in banking industry. Thoughtful people leader that excels at developing talent. Employ a proactive approach to understanding new business areas, products and practices that allows me to embrace challenges and take on leadership roles within large scale organizations.Specialties: Financial Planning and Analysis Financial and Balance Sheet Reporting P&L Management Forecasting Capital Management, specifically CCAR Balance Sheet Management Business Transformation Relationship Management Stakeholder Engagement Business Analysis / Explaining Business Story
Experience
Senior Vice President, Banking Segment Financial Planning and Analysis
Jan 2019 — Present · New York, NY, US
Manage the profitability of the Banking (CPM, CCB, Bridge Loans) lending portfolio; create, monitor and explain the portfolios outlook, plan, earnings, forecasting and CCAR framework. Expanded my responsibilities to include CCB, mid sized Corporates, in August 2024.• Engage with teams across the business, including Risk Management and Treasury, to continually assess the corporate lending portfolio risks and growth opportunities, business pipeline and profitability• Key member of the leadership team that builds the plan for the business, including the development of forecasts by assessing trends related to unused commitments, pricing and net interest margins• Develop detailed reports and presentations for the CFO and other key decision makers regarding portfolio planning, earnings, regulatory changes and revisions to the CCAR framework • Manage a team of globally dispersed Analysts; support the development of additional employees participating in rotational programs
Education
Fordham Gabelli School of Business
MBA, Finance and Marketing
The George Washington University School of Business
Bachelor of Business Administration - BBA, Finance
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