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The Controller System and Data Operations (CSDO) function within Finance Controllers Team is responsible for partnering with the Global Process Owners in Finance to transform the end-to-end Global Operating Model for all Financial Books and Records processes, platforms and results. This is a leadership role within the CSCO Controllers Adjustment Reduction, EUC and Data Initiatives organization responsible for managing a global team that drives data ownership, system ownership, data quality rules and data lineage maintenance, and adherence to data policies and standards for Controllers-owned data. This position will be a lead analyst role within the team who will be responsible for the operationalization of data management standards for data produced and consumed by the Controllers organization. This role will be involved in supporting the data management implementation including defining requirements, supporting implementation, and facilitating consumption of data. Additionally, the role will require coordination with stakeholders in the Controllers organization and other stakeholders across Citi.
Job Responsibility:
Coordinate requirements gathering process for the Controllers consumption of data, working closely with functional teams, process owners, product SMEs across Controllers / Finance to understand data needs, including critical data elements, data quality rules, etc.
Assess functional team requirements and consolidate/standardize to facilitate conversations with upstream data producers and implementation teams
Facilitate the collection of data issues impacting Controllers consumption of data while taking ownership of ensuring the appropriate routing and remediation of identified issues
Work with groups across Controllership and the wider Finance organization to capture, evaluate, identify synergies and paths of potential remediation for reported data quality issues
Analyze data from multiple sources (e.g. reports, scorecards, diagrams) to validate dimensions and impact of data quality issues
Analyze data to identify data quality issues and correlate those issues with data specifications and quality rules
Support the implementation of data management initiatives across Citi to ensure the needs of Controllers are met and that the data is fit for purpose
Collaborate with teams across Citi including the Chief Data Office, Technology, and functional teams to conduct data diagnostic efforts, investigate root cause of findings, and present recommended options for solution(s) and remediation
Coordinate with other Finance Data Transformation workstreams (e.g. Governance, Controls) to ensure data remediation efforts or outcomes adhere to Finance Transformation Program project plans and requirements
Contribute to development and maintenance of data lineage, process maps, data concepts and glossaries and own Controllers inventories of issues to catalog, monitor, assess, forecast and report on data quality issue remediation efforts
Facilitate the transition of data consumption from existing models to the enhanced data management framework, including defining consumption points, trusted sources, and technology enablers
Participate in the development of data quality rules and metrics, including dashboards, KPIs, and other measurements of success
Define and implement data domain metrics and an ongoing data remediation process to ensure sustainability of data framework
Facilitate or contribute to status meetings (recurring and ad-hoc) with required stakeholder communities (including senior management) by preparing materials and updates, summarizing issues and risks, defining agreed action items and next steps
Create project artifacts including, but not limited to: business and functional requirements, user acceptance test plans, and operational readiness documents
Requirements:
Bachelor’s degree in Economics, Finance, Accounting, Data Management or related field is required
5+ years working in the financial services industry, financial data management, or financial data remediation is required
Outstanding analytical, strategic and problem-solving skills with ability to break challenges into component parts
Strong written and verbal communications skills
Strong interpersonal skills, with evidence of working in collaboration across large organizations, including a proactive and 'no surprises' approach in communicating issues/requests
Ability to lead and drive change through creative thinking and pragmatism
Ability to manage multiple activities simultaneously and plan / prioritize appropriately
Ability to work with stakeholders to elicit and formally define their requirements
Ability to understand the strategic direction and translate to the delivery of successful results in a complex and cross-functional organization
Strong ability to extract information by questioning, active listening, and interviewing
Proficiency in Microsoft Word, Excel, and PowerPoint
Nice to have:
MBA or other advanced degree is a plus
Broad experience of Finance or Operational/Technology function within Banking organization is preferred
Experience supporting transformation projects and organizational change initiatives a plus
Demonstrated experience working with financial products life cycles and associated data needs preferred
Experience with controller functions, financial books & records, and/or regulatory reporting is a plus
Experience in data governance programs with knowledge of data governance principles and practices is a plus
Practical experience of data management, data remediation, front to back system data flows, data handling, transmission, aggregation and/or data modelling is a plus
Program and project management skills that include both Waterfall and Agile e.g. Scrum is a plus
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