Lead a team of ~10 developers and quantitative / business analysts in the transformation and optimization of several Balance Sheet FP&A processes
Design workstreams and project plans
Manage budget resources and talents to produce on-time deliveries
Participate in prioritization of work deliverables across conflicting priorities
Present and defend priorities to FP&A senior management (Head of Firmwide FP&A, Firmwide Treasurer)
Contributes to the design, roll-out and governance of financial solutions:
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 complex/critical/large professional disciplinary areas.
Applies in-depth knowledge of the business impact of process design and technical contributions.
Accountable for delivery of a full range of services to one or more businesses/ geographic regions.
Help Balance Sheet FP&A produce high quality materials to concisely communicate insights and balance sheet strategic recommendations to Citi’s senior management and Business / Treasury teams
Ensure that new processes and analyses follow required governance and control per Citi’s Standards and Policies
Immediate book of work includes the following, subject to change:
Work with Treasury Finance to design the re-engineering of Treasury Revenues forecasting activities in Firmwide forecasting platform (Ruby) – partner with all the SMEs and stakeholders owning different pieces of the Reinvestment and Funding and Liquidity activities (CTI, CBNA and Intl Treasury, GLM, Capital, IRRBB, Markets Business Treasury)
Work with Tech partners to define the optimal solution to implement Treasury forecasting process – write tech and business requirements, help assess costs and benefits of several tech solutions and assist Tech in the development, implementation and testing of the solutions
Lead the design and development of a suite of agile analytical tools to produce balance sheet simulated forecasts to potential regulatory and macro conditions – work with Tech to integrate such tools into FP&A target architecture (CDA, Maphub, OneStream, Python)
Work with colleagues across Risk, Controllers / financial reporting units, and Capital and Liquidity reporting functions to source and aggregate data and metrics needed to develop a comprehensive representation of the firm’s balance sheet
Design, implement, and operate processes to streamline data sourcing in a systematic and transparent manner. Design data storage and visualization solution for easy access by Finance and Business.
Experience & Qualifications
10+ years of experience working in the finance industry, preferably working with both Tech and a Finance function (FP&A / Treasury / ALM)
Managerial Experience of a team of 5+ finance professional / software engineers needed
Minimum Bachelor’s degree in a quantitative-focused discipline from a top tier school; Masters or other relevant advanced qualification would be a plus
Excellent communication skills, oral and written, with the ability to interface directly with a wide variety of counterparts across functions / seniority
Strong Influencing skills with the ability to mediate discussions and draw consensus
Highly proficient in object-oriented language programming (e.g., Python, Java, C#), mathematical scripting languages (e.g., R, Matlab, Mathematica) and database management systems (e.g., MySQL)
Extensive experience in data management with the demonstrated ability to design database architecture and deploy and maintain database in desktop and cloud environments
Expert in the use of Excel, PowerPoint
Strong problem-solving skills with an ability to rapidly assimilate complex information across a variety of disciplines
Demonstrated ability to work effectively across business units / functions to deliver results
High energy, self-starter with a flexible and pragmatic attitude and a desire to show continued progress
Fin Solutions Dsgn & ImplementFull timeNew York New York United States$170,000.00 - $300,000.00