Global Wealth
hace 7 meses
**Key Responsibilities**
Support the Wealth business working closely with key stakeholders (e.g., FP&A lead, Client Segment LFOs, Product/Investment finance staff, Wealth Chief Operating Office, O&T and GF) to optimize decision making in a highly competitive and changing market environment and deliver on financial targets. Examples of critical activities includes investment prioritization and approval; productivity and Wealth finance transformation; BAU performance tracking and review; Quarterly Forecasting (QMMF) and outlook processes. **Specific areas of focus will be**:
- Support and challenge senior leaders on decision making regarding Citi BAU expense performance, return on the investments, and contribution to Citi’s BAU, future and transformation agenda
- Analyze investment spend and financial productivity, specifically gaining a deeper understanding of investments, outcomes and benefits and efficiency actions and savings across the firm
- In depth analysis of investments providing insightful decision support analytics that will inform prioritization and funding
- Develop enhanced governance process around productivity actions
- Participate in work to drive organizational health including review of organizational construct and operating model
- Participate in the quarterly earnings process including build out of materials, understanding financials and overall external messaging
- Partner with key stakeholders (mainly lead financial officers, LFO’s), to drive understanding and impact of investments and productivity actions
- Act as a primary contact to Corporate FP&A in the required reporting and analysis of investments and productivity
**Qualifications**
- Bachelor’s degree in Business / Finance or equivalent. MBA preferred, but not required
- Minimum 10 years of experience. Financial Services industry and Financial Planning & Analysis experience are required
- Financial statements knowledge required
- Exceptionally strong stakeholder management, influencing and executive-level communication skills (written and verbal)
- Exceptionally strong clear/critical thinking, problem-solving, and analytical skills, including data manipulation
- Strategic thinker
- High level of attention to detail
- Comfortable with automation, business intelligence and business analytics tools and solutions
- Comfortable with financial systems
- Advanced Excel/PowerPoint skills
- Superior time management and prioritization skills, ability to coordinate and manage, and ability to anticipate roadblocks and identify solution
- Advanced English Skills Required
- **Job Family Group**:
Finance
- **Job Family**:
Financial Planning & Analysis
- **Time Type**:
Full time
- 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.
View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting
-
Sc Sourcing Anlyst 2
hace 5 días
Heredia, Costa Rica Citi A tiempo completoThe Citi Global Sourcing (CGS) Analyst 2 is responsible for supporting the Personal Banking Wealth Management Group (PBWM) on various strategic sourcing initiatives and projects. This includes creating or renewing contracts, assisting in managing the overall contractual process, on-boarding of new Suppliers, supporting Requests for Proposals (RFP’s) and...
-
Sc Sourcing Intermediate Analyst
hace 1 semana
Heredia, Costa Rica Citi A tiempo completoThe Citi Global Sourcing (CGS) Intermediate Analyst is responsible for supporting the Personal Banking Wealth Management Group (PBWM) on various strategic sourcing initiatives and projects. This includes creating or renewing contracts, managing the overall contractual process, on-boarding new Suppliers, supporting Requests for Proposals (RFP’s) and...
-
Fp&a Sr Lead
hace 7 meses
Heredia, Costa Rica Citi A tiempo completoThis role supports the Citi Global Wealth (CGW) business working closely with key stakeholders (e.g., FP&A lead, Client Segment LFOs, Product/Investment finance staff, CGW Chief Operating Office, O&T and GF) to optimize decision making in a highly competitive and changing market environment and deliver on financial targets. Examples of critical activities...
-
Fp&a Sr. Lead
hace 7 meses
Heredia, Costa Rica Citi A tiempo completoThis role supports the Citi Global Wealth (CGW) business working closely with key stakeholders (e.g., FP&A lead, Client Segment LFOs, Product/Investment finance staff, CGW Chief Operating Office, O&T and GF) to optimize decision making in a highly competitive and changing market environment and deliver on financial targets. Examples of critical activities...
-
Business Risk Senior Officer I
hace 7 meses
Heredia, Costa Rica Citi A tiempo completoCiti, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities...
-
Senior Specialist, Marketing, Workflows
hace 6 meses
Heredia, Costa Rica LSEG (London Stock Exchange Group) A tiempo completoRole Overview The Corporate Affairs & Marketing (CAM) organisation acts as a strategic partner to the LSEG business, powering commercial value through an insight led approach that maximises the impact of our investment and our relevance in the market. This role in the Business Marketing team supports the Workflows business, which offers unrivalled data...
-
Ibm Mq Sre
hace 1 semana
Heredia, Costa Rica Citi A tiempo completoAs a bank with a brain and a soul, Citi creates economic value that is systemically responsible and, in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our **Enterprise Operations & Technology** teams are charged with a mission that rivals any large tech company. Our...
-
Project Manager/business Analyst
hace 6 días
Heredia, Costa Rica Citi A tiempo completoCiti, the world leading global bank, has approximately 200 million customer accounts and a presence in more than 160 countries and jurisdictions worldwide. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking,...
-
Fp&a Lead
hace 7 meses
Heredia, Costa Rica Citi A tiempo completoThe Citi Global Wealth (CGW) Expense Lead Analyst reports into the CGW Expense Lead and supports the CGW business head and the broader CGW senior leadership team. **Key Responsibilities** Expense management: Support the CGW business working closely with key stakeholders (e.g., FP&A lead, Client Segment LFOs, Product/Investment finance staff, CGW Chief...
-
Intern, Evaluated Pricing Operations
hace 5 días
Heredia, Costa Rica LSEG (London Stock Exchange Group) A tiempo completoLSEG (London Stock Exchange Group) is one of the world’s largest providers of financial markets data and infrastructure. With $6.25 billion in revenue, over 40,000 customers and 400,000 end users across 190 countries, LSEG is powering participants across the global financial marketplace. We provide information, insights, and technology that enable...
-
Finance Reporting Lead Analyst
hace 7 meses
Heredia, Costa Rica Citi A tiempo completo**Responsibilities**: - Support the analysis and submission of reports to various constituencies (local regulators, SEC, Fed, OCC, etc.) based on requirements such as US GAAP, US Regulatory, and local statutory reporting - Assist with closing the books and sub-ledgers, including passing appropriate required adjustment entries and consolidating financials at...
-
Data Stewardship Support Intermediate Analyst
hace 7 días
Heredia, Costa Rica Citi A tiempo completoAs a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients’ best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our **Finance** teams are charged with a mission that rivals any large tech company. Our technology solutions are...
-
Data Stewardship Support Intermediate Analyst
hace 7 días
Heredia, Costa Rica Citi A tiempo completoAs a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients’ best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our **Finance** teams are charged with a mission that rivals any large tech company. Our technology solutions are...