Financial Systems Optimization Lead

hace 1 mes


San Francisco, Heredia, Costa Rica Citi A tiempo completo

The Financial Solutions Lead Analyst role is a senior position within the Finance department at Citi, responsible for overseeing and enhancing various processes using tools such as Excel and other software applications.

The primary objective of this position is to increase team efficiency through automation and continuous improvement initiatives. Key areas of focus include managing the Model Performance Dashboard process and ensuring CCAR/QMMF compliance with current regulations, supported by documentation standards and effective preventive and detective controls.

To be successful in this role, one must possess strong communication and diplomacy skills to guide, influence, and convince others, particularly colleagues in other areas. The role has significant impact on the area through complex deliverables and requires providing advice and counsel related to technology or operations of the business.

Key responsibilities include:

Active Team Member

As part of the cross-functional Treasury Technology Compliance Team, participate in facilitating the execution of the Model Performance Dashboard process.

Deliver High-Quality Results

Ensure a high level of quality, accuracy, and timeliness of all assigned deliverables with minimal supervision.

Strategic Direction

Participate in formulating and setting strategic direction for the process, organization, and architecture covering Finance across Citi businesses, products, functions, and locations.

Collaboration and Communication

Work with senior leadership on strategic planning, establishing guidelines, implementing controls, and executing strategic plans.

Operational Discipline

Instill operational discipline into existing team processes.

Qualifications

A minimum of 6-10 years of experience in Financial Services is preferred.

Advanced Microsoft Excel Skills are required.

Advanced Tableau Skills are also necessary.

Excellent analytical background and skill set to understand Regulatory Reporting guidelines, processes, including system data flows.

Able to work with large volumes of data from different sources.

Willingness to work flexible hours.

Ability to multi-task, be proactive, and goal-oriented.

Strong interpersonal skills and ability to work with multiple teams/functions.

Bachelor's degree; Master's degree is preferred.

The estimated salary range for this position is $120,000 - $180,000 per annum, based on location and experience.



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