Global Finance Manager

hace 3 meses


San Francisco, Heredia, Costa Rica Citi A tiempo completo

**Key Responsibilities**

Support the Wealth business by collaborating with key stakeholders, including the FP&A lead, Client Segment LFOs, Product/Investment finance staff, Wealth Chief Operating Office, O&T, and GF, to optimize decision-making in a competitive and changing market environment and deliver on financial targets. Critical activities include investment prioritization and approval, productivity and Wealth finance transformation, BAU performance tracking and review, Quarterly Forecasting (QMMF), and outlook processes.

**Specific Areas of Focus:**

Support senior leaders in decision-making regarding Citi's BAU expense performance, return on investments, and contribution to Citi's BAU, future, and transformation agenda. Analyze investment spend and financial productivity, understanding investments, outcomes, and benefits, and efficiency actions and savings across the firm. Develop insightful decision-support analytics for prioritization and funding. Enhance governance processes around productivity actions. Drive organizational health by reviewing the organizational construct and operating model. Participate in the quarterly earnings process, including building materials, understanding financials, and external messaging.

**Qualifications:**

A Bachelor's degree in Business/Finance or equivalent, with an MBA preferred. Minimum 10 years of experience in the Financial Services industry, with Financial Planning & Analysis experience required. Strong stakeholder management, influencing, and executive-level communication skills, as well as clear/critical thinking, problem-solving, and analytical skills. Strategic thinking, attention to detail, and proficiency in automation, business intelligence, and business analytics tools.



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