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Optimization & Automation Finance Lead Analyst Jobs

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Optimization & Automation Finance Lead Analyst
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Lead strategic finance optimization and automation initiatives at Citi in Heredia. This senior analyst role requires 6-10 years' experience, leveraging Lean Six Sigma to streamline processes and drive automation via SDLC. You will govern financial solutions and execute critical projects, ensuring...
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Location
Costa Rica , Heredia
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Salary
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Pursue a career at the intersection of finance, technology, and strategic improvement by exploring Optimization & Automation Finance Lead Analyst jobs. This high-impact, hybrid role is designed for finance professionals who are passionate about leveraging technology and process re-engineering to drive efficiency, accuracy, and strategic value within a finance function. Individuals in this profession act as crucial change agents, bridging the gap between traditional financial operations and the future of automated, data-driven finance. A professional in this role typically focuses on two core pillars: process optimization and technological automation. Their primary mission is to identify, analyze, and redesign existing financial processes that are manual, repetitive, or prone to error. Using methodologies like Lean Six Sigma, they lead initiatives to streamline workflows, eliminate waste, and establish standardized, best-practice procedures across the finance organization. This results in significant gains in productivity, cost reduction, and enhanced control environments. The second, and equally critical, part of their role involves translating these optimized processes into tangible technological solutions. They are responsible for driving the implementation of automation tools, which can range from Robotic Process Automation (RPA) and workflow management systems to more advanced software applications. This often involves guiding projects through the entire Software Development Life Cycle (SDLC), from initial concept and design to testing, deployment, and ongoing governance. Common responsibilities for an Optimization & Automation Finance Lead Analyst include conducting detailed current-state process analyses, designing future-state solutions, and managing the project pipeline or book of work. They develop and enforce governance frameworks to ensure the integrity and scalability of new financial systems and processes. A key aspect of the job is stakeholder management; these professionals must expertly communicate and negotiate with senior finance leaders, IT teams, and business unit partners to align on strategic goals, secure resources, and ensure successful adoption of new ways of working. They also frequently act as a subject-matter expert (SME), providing training and support, and are tasked with preparing and delivering high-quality executive-level presentations to report on project progress, benefits realized, and strategic recommendations. Typical skills and requirements for these jobs include 6-10 years of progressive experience within a finance or financial services environment. A bachelor's degree in finance, accounting, business, or a related field is standard, with a master's degree often preferred. Essential technical skills include a strong understanding of financial reporting principles, proven experience with process improvement methodologies (like Lean or Six Sigma), and proficiency in driving automation projects. Familiarity with project management tools such as JIRA and collaboration platforms like SharePoint is highly valued. Beyond technical acumen, successful candidates are proactive strategic thinkers with exceptional analytical and problem-solving abilities. They must possess outstanding communication and facilitation skills, be adept at managing multiple priorities in a dynamic environment, and demonstrate a strong ability to influence and build partnerships across the organization. If you are a finance professional ready to shape the future of the function, exploring Optimization & Automation Finance Lead Analyst jobs is your next strategic career move.

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