The Client LFO organization within Citi’s Finance function is looking for a full-time Assistant Vice President (AVP) to join its infrastructure team. The team is responsible for developing and consolidating consistent client metrics across businesses: sharing analytics and data insights, developing data pipelines for P&L and capital metrics, building tools to analyze client returns to help business partners in their decision making, and coordinating on marketing campaigns across Citi businesses.
The Client LFO Infrastructure team is responsible for production of monthly client metrics, spearheading improvements in methodologies and quality of client financials, and supporting product and sales teams on data enquiries. The work entails collaboration with peer teams in Finance, Risk, and other business partners. The Client LFO team also partners closely with the IT team to develop investment plans for upgrading the infrastructure as well as planning and executing on quarterly releases.
We are creating this position to assist in developing metrics and analytics related to historical client returns, coordinating on execution with IT and other partners, and creating proformas with impact analysis to communicate material changes to our business partners.
The primary responsibilities for this position will be to coordinate the development of the Client LFO’s IT infrastructure, the IT teams and other partners in business and support functions.
The effort spans across multiple Finance projects and applications.
Specific responsibilities for this position will include:
- Define standard operating procedures for the production function.
- Establish risk and control steps into the month-end process for effective controls and improved data quality of published clients returns.
- Develop proposals for improved change management, including release management, communication plan incorporating impact analysis.
- Develop best practices for flexible data exchanges from/to other systems, including data registries/dictionaries, documentation (training/methodology etc.), and formal communications.
- Coordinate with compliance team on requirements related to privacy, confidentiality, record management and entitlements.
- Develop business recovery plan/impact assessment from denial of service.
- Develop SLAs with data providers and with IT partners.
- Effectively manage risks with EUCs and record and track MCAs.
- Formulating resource plans, projects plans and specifications for the product development team.
This job will provide insights into some of the key projects that will drive the Client LFO function going forward. It will provide an opportunity to work with, and learn about, a wide range of different organizations (front office, operations and Global Functions), and their IT support.
Qualifications:
- 3-5+ years of progressive experience within a financial services role or consulting.
- Thoughtful analytical skills and problem solving; able to develop insights and clearly present to various audiences.
- Strong business and technical communication skills.
- Ability to work under pressure in a deadline driven environment while maintaining attention to detail and complete accuracy.
- Advanced skills in Microsoft Excel and PowerPoint. Familiarity with Tableau, SQL and/or Python a plus.
- Working knowledge of Citi, the financial services industry and financial products.
- Foster and build relationships with a diverse group of stakeholders across multiple departments and locations.
- Excellent organizational skills; ability to effectively manage and prioritize multiple tasks/projects simultaneously.
Education:
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group: Finance
Job Family: Financial Planning & Analysis
Time Type: Full time
Primary Location: New York, New York, United States
Primary Location Full Time Salary Range: $98,960.00 - $148,440.00
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.
Anticipated Posting Close Date: Nov 29, 2024
Citi is an equal opportunity and affirmative action employer. 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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