Citi Group Senior Project Manager - C13 MUMBAI 

Malaysia, Penang, George Town 

110150818

Desktop Procedures Workstream Lead – JOB DESCRIPTION

Citi has embarked on a multi-year Finance Transformation initiative to implement a new Global Financial Accounting and General Ledger platform that provides a daily ledger in every legal entity, linking ledger balances and contract level reconciliations to our daily settlement records and contractual commitments. The Strategic Ledger program as it is named, selected Oracle Cloud as the technology platform of choice, after a rigorous technical and functional assessment of the firm’s current ledger platforms against leading industry solutions. The new platform provides enhanced technical capability and supports our finance transformation strategy and realization of our Target Operating Model. The outcome will be a robust global process, governance, and controls to ensure consistent and materially accurate, complete, and timely ledger data and results.

A desktop procedure is a document which describes how to complete a single task / activity or a group of tasks / activities within a high-level process designed by the Process & Control workstream and aligned with the Target Operating Models. A desktop procedure is intended to complement training materials prepared by the Training workstream but not to replace them.

Main responsibilities of the Desktop Procedures Workstream Lead will be to work with the corresponding stakeholders and creation team in the following:

• Identify the high-level processes needing existing desktop procedures to be updated.
• Identify the high-level processes needing new desktop procedures to be documented.
• Establish a baseline inventory of desktop procedures to be worked on previously to start the testing phases and before go-live.
• Establish desktop procedures creation team .
• Prepare a detailed desktop procedures plan , aligned with the overall project plan.
• Review/Define the objective of the desktop procedures.
• Review/Determine the scope of the desktop procedures.
• Gather information about the high-level process and controls to be documented within the desktop procedures.
• Perform a fit/gap and process impact analysis between the existing procedures and the future procedures.
• Analyze the information gathered.
• Develop a draft of the desktop procedures in coordination with the creation team.
• Get approval of the draft desktop procedures.
• Revise the draft desktop procedures based on feedback received.
• Support testing of the desktop procedure in real-life scenarios through the multiple testing cycles for the specific release (SIT, UAT).
• Revise the desktop procedure based on testing feedback.
• Get final approval of the desktop procedure.
• Support implementation of the desktop procedure.
• Support training of relevant staff on desktop procedure.
• Monitor the implementation of desktop procedures.
• Review and update the desktop procedure during the post-implementation phase, only if needed.
• Archive desktop procedures in the corresponding desktop procedure repository.
• Manage the identification of risks/issues which impact desktop procedures delivery and ensure mitigation strategies are developed and executed when necessary.
• Support the Process & Controls, Target Operating Model, Testing, Training leads by:
  • Facilitating subject matter expertise on desktop procedures and main areas of knowledge.
  • Escalating potential risk/issues identified in working group sessions.
  • Performing impact analysis.
  • Keeping project plans and key milestones properly aligned.
  • Keeping training curriculum properly aligned and complemented with/by desktop procedures plans.

Qualifications & Skill Sets

As a successful candidate, you would ideally have the following skills and exposure:

• 10+ years of relevant experience, in financial services with a focus on accounting, transformation and program delivery.
• Previous experience in the implementation and good understanding of US GAAP, IFRS and Local GAAP related processes.
• Understanding of accounting rules and standards for financial reporting.
• Excellent English verbal and written communication skills.
• Technical, analytical, writing, and communication skills to create effective desktop procedures.
• High aptitude for documenting activities and distilling them down into simple and effective desktop procedures with written directions, demonstration videos and/or pictures, as needed.
• Deep understanding of Finance/ Controllers’ policies, standards, and existing procedures.
• Deep understanding of Finance system architecture and management processes
• A strong track record in driving global change within a Finance function.
• In depth knowledge of banking products / systems preferred.
• Knowledge of Oracle, SAP or similar ledger platforms is a plus.
• Organizationallysavvy
• Positive attitude
• Decision Making
• Listening Skills
• Negotiation Skills
• Creative thinking
• Empathize Review
• Project Management Skills

Master’s degree in finance, Accounting, Business Management, Industrial Engineering, Process Engineering, or another business-related field is required. CA or CPA equivalent will be added advantage.

Time Type:

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