Full-Time

Treasury Data Solutions Senior Lead Analyst / Change Manager

SVP/C14

Posted on 11/15/2024

Citigroup

Citigroup

10,001+ employees

Global financial services and banking solutions

Fintech
Financial Services

Compensation Overview

$141.4k - $212.2kAnnually

+ Incentive Awards + Retention Awards

Senior, Expert

Tampa, FL, USA

Category
Financial Planning and Analysis (FP&A)
Treasury
Finance & Banking
Required Skills
JIRA
Data Analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • 8-12+ years of relevant experience, within the financial services industry preferred
  • 5+ years of experience in Treasury Data, Balance Sheet/Accounting, Liquidity Reporting or Finance Regulatory Reporting
  • Bachelor’s Degree
  • Requires communication and diplomacy skills to guide and influence others with the ability to engage a wide variety of people across functions and team
  • Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment.
  • Self-motivated with the ability to make decisions in the absence of detailed instruction including managing through ambiguity.
  • High energy, self-starter with a flexible and pragmatic attitude and a desire to show continued progress.
  • Strong problem-solving skills with the ability to identify key issues, gather data to investigate those issues and develop actionable recommendations.
  • Experience with process mapping, including understanding the “As Is Process” and designing/outlining the End State process.
  • Ability to understanding technical and functional specifications documents written by technology teams.
  • Expert proficiency in Microsoft Excel, including graphing pivot tables, reference functions and data analysis.
  • Proficient in executive level PowerPoint
  • Candidate must be organized and have a technical mindset
Responsibilities
  • Lead assigned asset class/product for Liquidity Reporting
  • Manage and develop team through coaching, goal setting and constructive feedback through performance reviews
  • Assists in setting business and information architecture standards for Finance
  • Strategic professional who advises on directional strategy by analyzing subject matter and its application in own job and the business.
  • Leverage cross-functional resources to manage delivery and instill accountability with other functional teams
  • Ensure that each program and project consistently comply with Citi project management standards, controls, internal and external audit requirements as well as industry best practices
  • Develop, document, and supervise the operation of the product project management framework, practices, stakeholder roles and responsibilities and executive level senior status updates
  • Write business requirements, test plans and support testing of data and changes
  • Conduct data analysis and support root cause identification for data issues; prepare summary of analysis to actionable steps or conclusions
  • Define control requirements and improvements required on upstream data
  • Raise and escalate issues affecting portfolio and governance as appropriate.
  • Liaise with all program/ project stakeholders to ensure project investment requests, JIRA’s, Risks and Issues are issued in a timely manner to be reviewed prior to planning and governance meetings.
  • Develop, document, and supervise the operation of the product project management framework, practices, stakeholder roles and responsibilities and executive level senior status updates
  • Communicate and collaborate regularly with internal business partners end users in Treasury, Finance and Risk to understand pain points in existing reporting operations and develop solutions that deliver measurable benefits; foster an environment of continuous improvement
  • Partner with colleagues in Treasury, Finance, Data Services and Operations and Technology on responses to regulatory requests, ensuring consistent communication across the firm.
  • Support the development of scalable solutions in anticipation of future regulatory reporting requirements.
  • Support the overall liquidity reporting change management process from data sourcing to report output.
  • Supporting traceability from requirements through to quality assurance, which may include the definition of test plans, documentation of test scripts. Assisting Treasury Liquidity Transformation leadership in optimizing the scope, benefits, and risks of proposed projects; help manage expectations of users and management.
  • Coordinate and contribute to the strategic business initiatives under guidance of senior leadership, including the yearly budget cycle and investment requests.
  • Support of the production rollout process, including production checkouts and post-production support
  • Performs other duties and functions as assigned.

Citigroup provides a variety of financial services to a wide range of clients, including individuals, businesses, and governments. Its offerings include consumer banking, credit services, corporate and investment banking, securities brokerage, and wealth management. The company operates in over 160 countries, allowing it to facilitate cross-border transactions and serve a diverse clientele. Citigroup's products work by leveraging its extensive global network and technology to provide efficient banking solutions, generating revenue through interest on loans, service fees, trading, and investment management. What sets Citigroup apart from its competitors is its strong focus on sustainability and social responsibility, demonstrated through its investments in environmental, social, and governance initiatives. The company's goal is to create a positive financial and social impact while ensuring growth and profitability.

Company Stage

N/A

Total Funding

$59.8M

Headquarters

New York City, New York

Founded

N/A

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

-9%
Simplify Jobs

Simplify's Take

What believers are saying

  • Citi's involvement in significant financial deals, such as the $41 million debt facility with Buyerlink, showcases its strong market presence and financial influence.
  • The company's focus on ESG initiatives aligns with growing global trends towards sustainability, potentially attracting more clients and investors.
  • Citi's technological innovations enhance its service delivery, offering employees opportunities to work with cutting-edge financial technologies.

What critics are saying

  • Operating in a highly competitive financial services market, Citi faces constant pressure to innovate and maintain its market share.
  • Global economic fluctuations and regulatory changes can impact Citi's operations and profitability, posing challenges for employees.

What makes Citigroup unique

  • Citi's extensive global network across 160 countries provides unparalleled access to cross-border financial services, setting it apart from regional competitors.
  • The company's commitment to ESG initiatives and technological innovation positions it as a forward-thinking leader in the financial services industry.
  • Citi's diverse range of services, from consumer banking to investment banking and wealth management, allows it to cater to a wide array of clients, unlike more specialized financial institutions.

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