Citi Group Capital Planning Management Process Optimization Leader - C15/Dir 

United States, North Carolina, Durham 

920621880

Key Responsibilities: In this role, you will:

· Lead and manage Process Optimization initiatives: Daily management of deliverables related to process redesign, automation, and analytics to enhance operational efficiency and reduce risk across capital planning functions.

· Assessment and Integration: Manage thorough assessments of current processes, models, data, governance structures, workflows, and reporting to identify improvement areas and develop a strategic roadmap for convergence.

· Stakeholder Collaboration: Partner closely with teams across FP&A, Non-Traded Market Risk, Treasury Transformation, and Technology to implement transformative changes and align initiatives.

· Risk Identification and Mitigation: Quickly ascertain risk in current processes or process transformation; devise mitigation strategies and leverage threshold to monitor and manage.

· Continuous Improvement: Lead or participate in process improvement projects using methodologies such as Lean, Six Sigma, or Agile to drive organizational excellence.

· Analytical Excellence: Conduct data-driven root cause analysis, develop actionable insights, and document processes including standard operating procedures (SOPs), process flow diagrams, and work instructions.

· Leadership & Communication: Facilitate decision-making forums such as team meetings or steering committees and deliver impactful communications to stakeholders, program sponsors and senior management.

· Technology Integration: Identify opportunities to employ emerging technologies to address recurring operational challenges, such as manual reviews, financial calculations, and automation efforts.

Required Qualifications:

· Subject Matter Expertise: Experience managing of core finance processes, including FP&A, balance sheet and NII forecasting, interest rate risk, liquidity stress testing, and capital stress testing. Experience in large financial institutions is strongly preferred.

· Experience: Minimum of 10 years in process design, optimization, automation, quantitative modeling, or equivalent experience through work, education, or military service.

· Consulting Skills: Ability to perform analyze complex problems, develop innovative solutions and make informed decisions with minimal oversight; mentoring or leading junior associates. Proven ability to navigate matrixed environments, influence stakeholders, and drive consensus for high-visibility priorities.

· Strategic Leadership: A demonstrated track record of strategic thinking, transformation execution, and delivering tangible outcomes in enterprise-wide initiatives.

· Communication & Presentation: Ability to distill complex information into concise, impactful messages tailored to all organizational levels, including senior leadership.

· Adaptability: Strong decision-making skills with flexibility to manage and implement solutions in dynamic environments.

· Regulatory Knowledge: Familiarity with regulatory frameworks and standards is a plus.

Additional Competencies:

· Process Efficiency: Strong capability to challenge existing workflows, optimize operations, and ensure data-driven decision-making.

· Risk Management: Strong governance focus, with the ability to identify, escalate, and mitigate risks effectively.

· Technical Proficiency: Knowledge of tools such as KNIME, Alteryx, Python, R, SQL or equivalent for data analysis and modeling is an asset.

· People Leadership: Skilled in mentoring, coaching, and managing talent to elevate team performance and meet organizational objectives.

· Financial Stewardship: Strong resource allocation and management abilities to drive both short-term and long-term profitability.

· Cross-Functional Influence: Capable of aligning organizational goals with client needs to drive competitive advantage.

Educational Background:

· Bachelor’s degree required; Master’s degree preferred

Anticipated Posting Close Date:

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