Full-Time

Treasury Data Solutions Senior Lead Analyst / Change Manager

Confirmed live in the last 24 hours

Citigroup

Citigroup

10,001+ employees

Global financial services and banking provider

Fintech
Social Impact
Financial Services

Compensation Overview

$141.4k - $212.2kAnnually

+ Incentive Awards + Retention Awards

Senior, Expert

Tampa, FL, USA

Category
Treasury
Finance & Banking
Required Skills
JIRA
Risk Management
Data Analysis
Excel/Numbers/Sheets
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
Desired Qualifications
  • Master’s Degree
  • Experience with the Software Development Life Cycle (SDLC), including the development and documentation of critical project deliverables required to support closure of each phase
  • Experience working on regulatory reporting initiatives and interfacing with internal audit and risk control groups is preferred
  • Understanding of multi-tiered systems concepts including databases, user interfaces and data processing
  • Diagnostic skills to support production daily processes and responding to issues reported by the business in a fast-paced environment that requires immediate decision making and actions to resolve issues
  • Working knowledge of SharePoint and JIRA applications
  • SME knowledge of Treasury Liquidity Reporting and Treasury Liquidity concepts

Citigroup provides a wide range of financial products and services to various clients, including consumers, corporations, and governments. Its offerings include consumer banking, credit, corporate and investment banking, securities brokerage, and wealth management. The company operates in over 160 countries, utilizing its global network and technology to deliver financial solutions. Citigroup generates revenue through interest from loans, fees from banking services, and commissions from investment activities. Unlike many competitors, Citigroup's extensive international presence and commitment to sustainability through ESG initiatives set it apart. The company's goal is to facilitate international trade and investment while managing financial assets and providing liquidity in the global financial system.

Company Stage

IPO

Total Funding

$59.8M

Headquarters

Tel Aviv-Yafo, Israel

Founded

1812

Simplify Jobs

Simplify's Take

What believers are saying

  • Citi's focus on digital banking aligns with the growing trend of digital-first banking.
  • The partnership with Jumia opens growth opportunities in Africa's expanding e-commerce market.
  • Positive earnings report indicates recovery in consumer confidence and spending.

What critics are saying

  • Increased competition from digital platforms like Versana challenges Citi's market position.
  • Citi's exposure to Africa's volatile e-commerce market poses potential risks.
  • Regulatory scrutiny may impact Citi's collaboration with Mastercard for Google Pay Plex accounts.

What makes Citigroup unique

  • Citi's global reach spans over 160 countries, offering unmatched international banking services.
  • The introduction of 'Green Deposits' highlights Citi's commitment to sustainable banking solutions.
  • Citi's partnership with Mastercard for Google Pay Plex accounts enhances its digital banking offerings.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Paid Vacation

Paid Sick Leave

Paid Holidays