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CitiFinance: The Role of the Financial Management Associate University of Michigan Corporate Finance Forum

CitiFinance: The Role of the Financial Management Associate University of Michigan Corporate Finance Forum. September 21, 2007. Today’s Agenda. The Role of the CFO FMA Core Message Program Structure Recruiting Process International opportunities Where to Apply

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CitiFinance: The Role of the Financial Management Associate University of Michigan Corporate Finance Forum

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  1. CitiFinance: The Role of the Financial Management Associate University of Michigan Corporate Finance Forum September 21, 2007

  2. Today’s Agenda • The Role of the CFO • FMA Core Message • Program Structure • Recruiting Process • International opportunities • Where to Apply • Michigan Alumni / Recruiting Team

  3. The Role of the CFO • Planning and Analysis Balance sheet forecasting, Budgeting, Risk Capital, Market sizing, Competitive analysis, Management reporting, Other business management analytics • Treasury Funding / Placements, Limits monitoring, Liquidity and Balance sheet management, Share Repurchase program, Transfer Pricing, Interest Rate Exposure, Hedging, Capital, CECM, A/L Committee (ALCO), Regulatory and Rating Agency Compliance • Strategy / M&APortfolio strategy & market prioritization, country review, inorganic v. organic growth prospects, M&A transaction management

  4. The Role of the CFO (continued) • Control Legal, Regulatory, Local and GAAP Reporting, Basel II Implementation, Local Tax Reporting, Risk Reporting, GAAP, IAS or Other implementation & compliance, Work with Audit on proper controls and assessments, Product Control (incl. price verification and rate reasonability, etc.), Legal Vehicle Management • AuditCoordination, tracking and monitoring of self-assessment, FDICIA, Sarbanes-Oxley, GL Account proof and reconciliation monitoring, Balance Sheet Analysis

  5. One Citi – Global Structure Citigroup Corporate Center Citi Markets and Banking (CMB) Global Consumer Group (GCG) Global Wealth Management (GWM) Citi Alternative Investments (CAI)

  6. FMA Core Message • The FMA Program creates a global pipeline of CFO-track talent within the finance function of Citi’s sectors. • We believe this is the leading financial management program in the world • Best training • Most Global • Excellence in finance key areas: • Treasury • Strategy/M&A • Planning and Analysis • Audit • Controllers • Helping to build a global standard for Finance

  7. FMA Program Structure • FMA Classes are comprised of MBA campus hires and internal • FMAs are hired into one of five regional hubs: U.S., Latin America, Europe, Asia and Japan • Four week training program to commence in August • 18 month rotational program - three, six months each • Each FMAs will do two rotations in their region of hire and one ‘international’ rotation as an option • It is the expectation that all FMAs return to their hub of hire for full-time placement

  8. Summer Program Structure • 10 to 12 weeks in length – working in one group/function • Opportunities in: • New York • London • Asia • Mentors: • SAs will be assigned to both a junior and senior mentor • Networking Opportunities: • Many formal and informal events for all SAs • Open door policy for SAs • Reviews: • Mid-summer and end of summer review • Each SA will present their summer project(s) to peers and members of the management committee

  9. Recruiting – Global Hubs EMEA: 3-5 United States: 26-28 Japan: 1 Latam: 2 Asia: 2 Target class size of 35 (estimate)

  10. Recruiting Process • Full-time FMA Program • Total global class size target 35 (estimate)Full-time on-campus recruiting efforts will focus on:New York, Latin America, Asia Pacific, Japan • Candidates select their region of interest when applying • Timeline: • September 20: Management Associate Campus presentation • September 21: Corporate Finance Forum – FMA presentation • September 27: Resume Deadline • October 17: First round interviews on campus (2nd yr MBAs) • November 2: Final round interviews (in New York)Mid – November: Offers extended • Summer FMA Program – We’ll be back on campus! Stay tuned!!! • Recruiting Manager: Melanie Stave, melanie.stave@citi.com

  11. Where to Apply - Citi Online Application website: www.citi.gtios.com (Please visit us at www.oncampus.citi.com for more information) - Ross Business School Office of Career Development • Resume Submissions need to be done in TWO locations: • Submission Deadline: September 27, 2007

  12. + Michigan Alumni /Recruiting Team • Jonathan DeCristofaro – Vice PresidentCorporate Strategy and M&A, Citi Corporate Centerdecristofaroj@citi.com • Scott Smentek – Senior Vice PresidentPlanning & Analysis, Capital Markets and Bankingsmenteks@citi.com • Rodrigo Rocha – Vice PresidentInvestment Management, Citi Alternative Investmentsrodrigo.rocha@citi.com • Rajesh Ramanujan – Vice PresidentStrategy, Private Client Group - Global Wealth Managementrajesh.ramanujan@citi.com • Dawid Janas - FMAFinancial Management Associate – On Programdawid.janas@citi.com GO BLUE!

  13. Q&A It’s your turn!

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