דרושים Finance Manager ב-United States, Delaware, New Castle

The Enterprise Workforce Solutions Business Analyst will be part of the groundbreaking headcount forecasting, demand and capacity planning firm-wide implementation, contributing to and developing business requirements, User Acceptance Testing (UAT) strategies, along with maintaining key business stakeholder partnerships and driving outcomes. This role also has responsibility for the design and implementation of scripts/plans for application testing, quality, timeliness and delivery of end results/product rollout into production. Requires basic commercial awareness. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas.Responsibilities:

• Provide input during development and implementation phases, including formulation and definition of systems scope, objectives and necessary system enhancements for complex, high-impact projects
• Develop business requirements and design testing approach, scripts and plans, ensure that they are adhered to throughout the software development life cycle.
• Identify and communicate risks and impacts and propose risk mitigation options, considering business implications of the application of technology to the current business environment
• Consult with business clients to determine system functional specifications and partner with multiple management teams and other units to meet organizational objectives
• Evaluate new IT developments and evolving business requirements and recommend appropriate systems alternatives and/or enhancements to current systems by analyzing business processes, systems and industry standards
• Provide in-depth and sophisticated analyses with interpretive thinking to define problems, develop innovative solutions and influence strategic functional decisions
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 6-10 years of experience
• Proficiency in MS Office (Word, Excel, Visio, PowerPoint) with extensive experience using Excel for data analysis
• Experience with all phases of Software Development Life Cycle
• Comprehensive knowledge of the principles of business analysis
• Experience in Resource planning modules for direct staff or non-employees
• Experience in Enterprise Workforce planning systems

Education:

• Bachelor's degree/University degree or equivalent experience
• Master's degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date:

The Finance Solutions Lead Analyst is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function. Applies in-depth understanding of the business impact of technical contributions. Strong commercial awareness is a necessity. Generally accountable for delivery of a full range of services to one or more businesses/ geographic regions. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the end results of an area. Exercises control over resources, policy formulation and planning. Primarily affects a sub-function. Involved in short- to medium-term planning of actions and resources for own area.

Responsibilities:

• Contributes to the design, roll-out and governance of financial solutions, including:
• Participates in formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products, functions and locations
• Assists in setting business and information architecture standards for Finance
• Plays a part in settling and operating necessary forums and frameworks to establish and govern policies and starts for global Finance processes
• Participates in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications
• Manages a small team, or function as a single incumbent with management responsibilities for a function.
• Integrates expertise and industry expertise within a defined area.
• Advises on standards around which others will operate.
• Coordinates and contributes to the ideas of the entire function.
• Performs other duties and functions as assigned
• Has the ability to operate with a limited level of direct supervision.
• Can exercise independence of judgement and autonomy.
• Acts as SME to senior stakeholders and /or other team members.
• Ability to manage teams.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 6-10+ years of relevant experience, within the financial services industry preferred
• Recognized technical authority for an area within the business.
• Requires communication and diplomacy skills in order to guide and influence others.
• 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 Microsoft Office skills
• In depth knowledge of banking products / systems preferred.
• CPA preferred
• Knowledge of any financial products such as Derivatives, Securities, SFTs, Loans, Deposits, Cash, etc. is desirable
• Proven record of process improvement implementation, with demonstrated problem-solving and business analysis skills
• Advanced understanding of project management methodologies

Education:

• Bachelors degree, potentially Masters degree

Skills:

• Understanding of financial reporting and testing requirements
• Stakeholder management and communication
• Data analysis, profiling, and reporting
• Quality assurance and risk management
• Governance and oversight
• Analytical skills for issue identification and resolution
• People management and working across teams

:

• Document Sourcing – Identify and retrieve source documentation for use in testing. Obtain documents via direct system access and Business/Technology SME outreach. Request, retrieve and package source documentation across a range of financial products obtained via various global functions to ensure they meet the established requirements
• Data Analysis – Compare reported values to source documentation. Review, analyze and raise issues in raw data received from Testing Partners. Maintain Last Traceable Point (LTP) Inventory which codifies applicable documents, sources, and retrieval methods for each product
• Project Management - Managing the Document Sourcing process through cycles including allocation of resources and issue escalation management
• Stakeholder Management - Professionally and effectively presenting information to all levels of management
• Process Management and Process Improvement Implementation - Analyzing Data Tracing current process, identifying and implementing process improvements
• Communications Management - Continual interaction with peers and senior leadership in SMC businesses
• Risk Management - Proactively identify and manage risk

Competencies:

• Strong communication skills - Business-level English
• Exceptional attention to detail
• Ability to professionally and effectively present information and respond to questions from all levels of management
• Proven relationship skills with ability to build relationships, partner with, and influence across organizational lines
• Strong project management, planning and time management skills
• Ability to monitor tight deadlines or unexpected requirement changes
• Able to take initiative and demonstrate leadership to problem solve and escalate as required
• Result orientated mindset in order to provide fast and effective delivery under scrutiny of senior management
• Pro-active, flexible, and collaborative within team environments
• Proficient in use of Microsoft Applications (Word, Excel, Access, PowerPoint); Strong skills in MS Excel required with solid experience in VLOOKUP, conditional formulas and Pivot tables.

Key Objectives Include:

• Leading and organizing daily calls and having indirect management and influence over Senior Analysts and Intermediate Analysts, as well as have oversight responsibility of offshore vendor resources ensuring they deliver against tight deadlines on behalf of global senior stakeholders.
• Lead and maintain pre-tracing analysis; which includes reviewing the logic and lineage of data attributes/elements and sample selections before a transaction trace begins.
• Maintain project trackers and Risks, Assumptions, Issues, and Dependencies (RAID) trackers for the team.
• Produce documentation to capture current data sources and contacts by product, system, region, etc.
• Second Level Escalation: Handle follow-up escalations to business/operations if Senior Analysts are not getting the needed response. They will track until requested documents are received and set up calls with Subject Matter Experts (SMEs) as needed.
• Report Document Sourcing updates to Senior Management through various governance processes
• Liaise with the central Data Planning teams to agree requirements to meet regulatory commitments
• Provide product expertise to improve the efficiency of the Document Sourcing current process
• Work with QATV, Internal Audit (IA), and Finance Chief Risk Office (FinCRO) to ensure consistent approach is followed for data tracing and source document retrieval
• Coordinate metric updates to management to report real time doc sourcing progress
• Ensure KPI’s are deployed and effectively managed in-line with operating model expectations
• Proactively identify and manage risk/team performance
• Deals with complex and variable issues with substantial potential impact.
• Develop wide exposure to multiple business and product lines

Anticipated Posting Close Date:

The Finance Reporting Lead Analyst, under the Global Regulatory and Capital Reporting Controllers function which has oversight and ownership of the FR Y-14 Actuals Reporting, is a seasoned professional responsible for governing reporting activities across the FR Y-14 (Q/M/A) schedules as well as supporting the team across various tasks: Change Management, Issues Assessment, Audits, Policy and Procedure reviews, etc. This role requires knowledge of FR Y-14 A/Q/M reporting with a specific focus on FR Y-14A reporting and a strong background in organizational, analytical and communication skills.Responsibilities:

This FR Y-14 Actuals Reporting role has the following requirements:

• Lead the preparation, reconciliation and review of FR Y-14 schedules; the process includes analysis, review of control points with proper documentation, identify opportunity to optimize processes.
• Strong background in the FR Y-14 A/Q/M Schedules with specific knowledge of FR Y-14A reporting is required.
• Understanding Conformance with Instructions as it relates FR Y-14 and Y-9C/Call Report.
• Provide guidance and improve processes around the FR Y-14 schedule submission (i.e., understanding controls, automation framework, how data is used to produce results and issues).
• Provide independent review of process documents as it relates to the FR Y-14 submission.
• Forecasting understanding as to how is produced in financial institutions.
• Enhance / Maintain the policy, standard and procedure documents to be in line with the Policy framework.
• Support the Manager’s Control Assessment (MCA) for the team.
• Assist in managing Audits/QA/Data Tracing reviews.
• Experience in working with analytical tools (i.e., Knime Tableau, etc.).
• Operates with a limited level of direct supervision.
• Will work closely with numerous key stakeholders throughout the organization, including: Risk, Data Services, Finance, the Regulatory Reporting Interpretive Office, and Senior Business Leaders.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• Minimum 6 years of proven experience in driving results with a strong understanding of the financial services industry.
• Background in CCAR and FR Y-14 reporting is required.
• Strong background in public accounting, regulatory reporting or internal audit, with demonstrated understanding of substantive testing procedures and internal controls.
• Understanding of capital markets and/or institutional banking is a must.
• Exceptional communication skills, including well-developed verbal, write persuasive, well-researched narratives for senior consumption and presentation skills. Must be able to quickly create concise, informative summaries for internal and external stakeholders that convey a well-developed “story” and advocate for a well-reasoned point of view.
• Strong attention to detail with proven ability to clarify complex ideas into simple stories.
• Strong audit instincts and ability to apply independent judgment to historical business practices, with a proven ability and willingness to challenge the status quo.
• A self-starter with ability to independently manage work and drive multiple deliverables concurrently.
• Ability to gain consensus and agreement across disparate functions, products and geographies.
• Previous experience in Treasury or Controllers functions is preferred.
• An undergraduate degree is required. An MBA, CPA or CFA is preferred.
• Advanced Microsoft Office skills

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date:

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The team plays the critical role of connecting all of the work across QATV, ensuring our strategy, messaging, and deliver remains on track and consistent. We work closely with the head of QATV, other team leads, Report Owners and businesses, management, and regulators to share progress and updates, share wins and challenges, and ensure that we remain on track end-to-end. Some of the work includes:

• Develop QATV strategy and interaction model across all BCBS 239 reports and Report Owners

• Scalable targeted transaction testing program to test in real time upstream remediation efforts impact to key BCBS 239 reporting

• Deliver targeted testing to issues that were identified and remediated outside of the normal data concern and transaction testing processes

• Strategic Planning & Execution

  • Partner with QATV and Targeted Testing & Strategy Heads to develop and execute QATV’s global strategy.

  • Collaborate with the Technology & Metrics team to implement effective communication strategies.

  • Support QATV pillars in aligning and executing ongoing strategic initiatives.

  • Support enterprise-wide strategy for targeted testing of the 2nd and 3rd Lines of Defense (LoD).

• Governance & Methodologies

  • Develop methodologies, metrics, and governance frameworks to enhance quality assurance and validation processes.

  • Partner with LoDs to establish comprehensive testing calendars and ensure consistency across enterprise-wide initiatives.

  • Lead bi-weekly forums with LoDs to review updates, align objectives, and ensure seamless execution of testing programs.

• Testing Leadership & Execution

  • Support a team of ad hoc exams / “SWAT” team professionals to conduct targeted testing and validation across business segments.

  • Serve as a second tester and approver for critical testing exercises to ensure quality and rigor.

  • Act as the primary point of contact for enterprise testing requests and SWAT exercises, ensuring alignment with regulatory standards.

• Regulatory Compliance & Remediation

  • Support regulatory responses, coordinate meetings, and manage deliverables to address compliance requirements.

  • Lead the development of a remediation pipeline for team’s book of work, ensuring effective governance and controls.

  • Partner with Report Owners, stakeholders, and testing segment leads to support SWAT exercises and enterprise-wide testing efforts.

• Team Leadership & Collaboration

  • Manage all aspects of team performance, including hiring, training, performance evaluations, and career development.

  • Build and sustain strong partnerships with senior stakeholders, regulatory bodies, and cross-functional teams to drive organizational goals.

• Experience:

  • 6–10+ years of relevant experience within financial services, quality assurance, testing, or risk management.

  • Proven ability to manage competing priorities in a dynamic and complex environment.

  • In-depth knowledge of banking products, systems, and regulatory frameworks (BCBS 239 preferred).

  • Background in reporting and analytics, especially in a regulatory or compliance context

  • Proven experience in managing relationships with regulators, senior management, and external stakeholders

  • Experience in coordinating large-scale reporting initiatives or program delivery

  • Understanding of BCBS 239 or similar regulatory frameworks

• Skills:

  • Strong strategic thinking, leadership, and problem-solving skills.

  • Exceptional communication and diplomacy abilities to influence and guide senior stakeholders, ensuring transparency and clarity.

  • Strong understanding of risk management and regulatory compliance (US-focused).

  • Stakeholder management, strategic planning, and process development.

  • Advanced proficiency in Microsoft Office and ability to develop clear, concise messaging, reports, decks, etc.

• Bachelor’s degree in Finance, Business, or a related field is required.

• Master’s degree is preferred.

Anticipated Posting Close Date:

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Role Title: Strategic Initiative Lead / Consolidated Reporting

The Finance Quality Assurance Testing and Validation (QATV) function within the Finance Chief Operating Office (COO) organization is responsible for providing an independent assessment of key regulatory and management reports and associated report production processes for completeness, accuracy and conformance to regulatory requirements and adherence with relevant policies, standards, and procedures with the aim of identifying non-adherence and continuous improvement opportunities.

About the Role

This role will support theand play an integral part in driving the execution of QATV’s strategic priorities and goals. Ability to work under pressure, meet tight deadlines, attention-to-detail, and excellent people skills are required given the level of interaction with senior stakeholders. The Strategic Initiative Lead is focused on driving transformation initiatives within QATV, eager to dig into the details, and natural leaders with a creative vision and the confidence to make it happen. If you have a genuine passion for helping businesses achieve their full potential, this role is for you.

Responsibilities:

• Leads project planning, including project scoping and project planning
• Develops and maintains the project plan, ensuring prompt delivery
• Facilitates stakeholder communication and reporting
• Leads project risk management monitoring and problem-solving
• Manages project budget & resourcing, including resource allocation optimization, and cost & scope
• Oversees project execution and delivery, including quality and timeliness of deliverables
• Leads cross-functional team sessions to ensure alignment on project goals and execution
• Drive the creation of project communications for senior stakeholders with an excellent attention-to-detail
• Show initiative in performing research and synthesizing findings
• Independently think through and analyze solutions to problems and develop initial hypothesis, frameworks, and methodologies
• Provide your strategic voice and perspective to elevate ideas, streamline, simplify, and improve business impact and efficiency. Ability to gain consensus and agreement across functions and geographies.

Qualifications:

• Required Experience:
  • At least 6-10+ years of experience in a management consulting firm, or equivalent transformation role in a large Financial Institution
  • At least 4+ years of experience in a project or program management-type role.
  • At least 4+ years of experience leading transformation initiatives
  • Ability to consume complex data and business processes, clarify key business requirements, and identify/track risks that could affect successful and timely program delivery
  • Experience analyzing processes and providing strategic solutions
  • Experience acting as a change agent, ensuring others understand current direction.
  • Proven history of working under pressure and tight timelines; commitment to quality and attention-to-detail.
  • Experience managing competing priorities in a complex and dynamic environment
  • Experience presenting to senior stakeholders and influencing decisions

• Required Skills:
  • Advanced skills in MS Excel and PowerPoint
  • Process Flow Analysis & Design (Visio or equivalent tool)
  • Excellent influencing, facilitation, and partnering skills
  • Strong attention-to-detail
  • Excellent communication skills, including verbal and written. Must be able to quickly create concise, informative summaries for internal stakeholders that convey a well-developed “story” and advocate for a well-reasoned point of view.
  • Excellent project planning / organizational skills, including the ability to lead teams towards clear delivery plans across geography, function, and other organizational structures.
  • Initiative-taking with the ability to make decisions in the absence of detailed instructions.
  • Ability to prioritize shifting workloads in an agile environment

• Nice to Haves:
  • Experience with program management tools and business intelligence tools such as Tableau or SharePoint Design
  • Root Cause Identification Experience
  • Business Case and Financial Model Development
  • Change Management Experience
  • Hypothesis Generation
  • PMP / Lean Six Sigma Certification
  • Experience performing current state and future state assessment, operating model design, gap analysis, process assessment, re-engineering, and operational implementation experience

Education:

• Bachelors degree required
• Masters degree is a plus

Please Note: This is a hybrid position that requires working 3 days per week onsite at our New Castle, DE location. Relocation assistance is not provided.

Anticipated Posting Close Date:

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