The position is a Financial Solutions Lead Analyst role who will be required to manage and lead multiple projects and be accountable for project delivery within Treasury Controllers. The lead analyst will work closely with Treasury Controllers and CTI Business (SMEs) to document and finalize Business requirements.

These projects cross all sections within Treasury Controllers (Securities, Derivatives, Debt, PNL/PAA Reporting) and CTI Business including the Rates, MBS, Credit, FX, and Capital Markets Trade Execution Desks.

Job Requirements

The Financial Solutions Lead Analyst is required to lead multiple project work streams to implement key strategic initiatives on behalf of Treasury Controllers, including Consent Order deliverables, key Regulatory initiatives, Matters Requiring Attention (MRA’s), as well as necessary business strategic initiatives. 

The lead needs to ensure that business requirements are understood across multiple projects, documented in the BRD, and drive the implementation of system and business process changes as well as installation of technical (system) and/or operational (procedural) change.  The role requires leadership and strong communication skills with the ability to distill complex information into simple presentations.

Responsibilities:

• Collaborate with Treasury Controllers (SMEs), CTI business unit managers, CTI trading desks, Product Control, Risk, Operations, and other areas to understand the key business problems while partnering with Technology to identify best-in-class, sustainable solutions. 
• Document project / workflow process, create Business Requirements, author Project plans, Charters, BRDs & Test Plans as required.
• Succinctly present project updates including risks, issues and general progress at an executive level on a weekly basis. 
• Manage multiple streams of work to ensure timely delivery of key milestones, and tracking / resolution of risks & issues.
• Identify, communicate and escalate risks, challenges or issues to senior management in a timely manner.
• Present the project overview, status and issues internally or at a senior level.
• Applies in-depth knowledge of the business impact of process design and technical contributions.
• Regularly interacts with peers within the team and across various groups in Citi through project / program managing.
• Chair weekly working group meetings with stakeholders across Treasury Controllers, CTI trading desks, product control, risk, operations & technology.
• Clear summarizing key discussion points and action items upon meeting closure.
• Work closely with the Program Manager to communicate project/workstream status, issue, and risk disposition to all stakeholders, including senior management, to escalate and resolve on a timely basis.
• Work closely with the Program Manager to manages the identification of risks which impact program delivery and ensure mitigation strategies are developed and executed when necessary.

Qualifications:

• 5+ years of experience within project management, financial services or consulting.
• 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 instructions.
• Proficient presentation skills, capable of effectively communicating complex ideas and engaging senior-level audiences.
• Strong analytical and problem-solving skills, with attention to detail.
• Exceptional analytical and problem-solving skills with proven track record of managing and converting large data sets into business decision making tools. 
• Collaborative team player. Ability to work independently.
• Experience communicating with senior managers and program sponsors
• Superior attention to detail and diligence sufficient to withstand scrutiny of a senior audience.
• Product knowledge of securities, debt, derivatives, and funding instruments a plus.
• Can communicate complex topics to various stakeholders to drive delivery, and risk and issue resolution.
• Abstract critical thinking and problem-solving skills.
• Technical skills:  MS Visio, MS Project, MS Excel, MS PowerPoint.
• VBA, Power Bi, Digital Tools a plus.

Education:

• Minimum Bachelor’s Degree required. 

Tampa Salary: $113,840.00 - $170,760.00

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Job Family Group:

Finance

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Job Family:

Fin Solutions Dsgn & Implement

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Time Type:

Full time

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Primary Location:

Getzville New York United States

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Primary Location Full Time Salary Range:

$100,800.00 - $151,200.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Anticipated Posting Close Date:

Dec 25, 2024

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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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