CrawlJobs Logo

Fin Solutions Sr. Lead Analyst

https://www.citi.com/ Logo

Citi

Location Icon

Location:
Costa Rica , Heredia

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

The Fin Solutions Sr. Lead Analyst is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically, a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.

Job Responsibility:

  • Contributes to the design, roll-out and governance of financial solutions
  • Drives end results of the project as a representative of the business
  • Defines, teaches, and enforces the use of good project management practices such as techniques in resolving complex, interdependent activities into tasks and sub-tasks that are documented, monitored and controlled
  • Assesses project risk potentials and discover potential problems before they occur
  • Articulates problems, bring the right people together to solve problems and know when the problem has been properly addressed and closed
  • Communicates to all concerned parties project milestones, status updates, as well as any existing or potential escalation issues
  • Uses best practice PM (CPMC) methodology to create a project plan to fit the stakeholders/customers’ needs and deliver within budget on desired outcomes
  • Manages complex/critical/large professional disciplinary areas
  • 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
  • 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
  • Regularly interacts with peers within the firm and externally, including regulators and professional organizations
  • Provides advice to internal clients on the implications of business trends, issues, operating environment changes and firm or business unit strategy
  • Performs other duties and functions as assigned
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Requirements:

  • 10+ years of project management experience using a structured methodology to successfully track, plan, monitor and report on concurrent projects, within the financial services industry preferred
  • Manage project scope by assessing requirements changes, determining and conveying impact on budget, time and risk
  • Manage client expectations, anticipates operational and tactical risks and tracks them
  • clarify, identify, and track requirements and issues, remove barriers, resolve minor project issues and escalate to immediate manager where required
  • Requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function
  • Requires communication and diplomacy skills in order to guide and influence others
  • Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
  • Self-motivated with the ability to make decisions in the absence of detailed instructions
  • Advanced Microsoft Office skills
  • In depth knowledge of banking products / systems highly preferred
  • PMP certification strongly preferred

Additional Information:

Job Posted:
April 23, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Fin Solutions Sr. Lead Analyst

Fin Solutions Sr. Lead Analyst

The Controllers Transformation organization is looking for a dynamic individual ...
Location
Location
Costa Rica , Heredia
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of relevant experience, within the financial services industry highly preferred
  • requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function
  • a proven track record of process transformations, including technology integration
  • able to identify and drive change by thinking “out of the box”
  • strong and demonstrated execution skills
  • demonstrated success in collaborating and building relationships and influencing across the organization
  • outstanding communication, interpersonal and influencing skills coupled with an ability to build a broad base of support among key decision makers at all levels of the organization
  • experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
  • self-motivated with the ability to make decisions in the absence of detailed instructions
  • analytical, flexible, team-oriented, with strong attention to detail
Job Responsibility
Job Responsibility
  • Contributes to the design, roll-out and governance of financial solutions
  • identify, prioritize and organize teams to remediate Default values in regulatory reports
  • ensure stubs records with real contract values vs default values are appropriately reflected on the regulatory reports
  • work with Global Reg Reporting to determine a risk appetite for defaults and synthetics
  • get RMRR confirmation
  • implement a governance process to monitor and escalate issues to prevent new defaults from being created
  • ensure requirements for Full Suite integration with GENESIS are adhered to with appropriate controls
  • partner with Finance leaders to develop intermediate and strategic inventory and governance around defaults and proxy values
  • reduce active representative values through the data demand process and Insight functionality
  • partner with technology leaders to prioritize and align technology roadmaps to process improvement plans for US and Local regulatory reporting
What we offer
What we offer
  • best-in-class benefits
  • wellness programs
  • opportunity for growth and career development
  • Fulltime
Read More
Arrow Right
New

Manager in Training

As a Manager in Training, you'll be preparing to take on a leadership role withi...
Location
Location
United Kingdom , Hayle
Salary
Salary:
13.08 GBP / Hour
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong organisational and prioritisation skills
  • Excellent customer service and communication abilities
  • Experience in leading or managing people
  • Motivational and confident in coaching others
  • Able to work at pace and adapt to changing demands
  • Flexible availability, including evenings and weekends
  • Right to work in the relevant location
Job Responsibility
Job Responsibility
  • Lead and organise the team to deliver excellent service and operational standards
  • Motivate your team to delight customers with quality, speed and friendliness
  • Support team members through coaching and training to meet the highest standards
  • Deliver 5-star operational excellence across all areas of the store
  • Monitor and drive performance against key targets
  • Provide outstanding customer service and resolve issues confidently
  • Prioritise tasks and manage time effectively in a fast-paced environment
  • Maintain a clean, safe and welcoming store environment
What we offer
What we offer
  • Competitive hourly pay (with opportunities for progression)
  • 28 days paid holiday per year (includes BH, pro rata for part time)
  • Flexible working hours to suit your lifestyle
  • Staff discount on our delicious food
  • Staff meals (conditions apply)
  • Company pension scheme (where eligible)
  • Family Leave policies in place
  • Paid training and clear career progression pathway with linked pay increases
  • Supportive, inclusive, and fun team environment
  • Employee recognition opportunities
  • Fulltime
Read More
Arrow Right
New

Facilities Services Manager Belgium

The Real Estate & Workplace Solutions (RE&WS) team helps shape workplace environ...
Location
Location
Belgium , Brussels
Salary
Salary:
Not provided
wtwco.com Logo
Willis Towers Watson
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A Bachelor’s or Master’s degree is preferred, combined with approximately 3–5 years of experience in facilities management and office support, ideally gained in a client‑focused professional services environment
  • Strong written and verbal communication skills, with proficiency in English, Dutch and French, enabling effective collaboration with colleagues and stakeholders across the organization
  • The ability to support and drive change in a positive, practical way, adapting to evolving business needs and operational requirements
  • Willingness to travel occasionally for office visits, meetings, team initiatives or project-related activities
  • A Prevention Advisor Level 2 certification is required
  • A good working knowledge of regulatory requirements and compliance obligations related to facilities operations in Belgium.
Job Responsibility
Job Responsibility
  • Manage day-to-day workplace services and coordinate key programs that enhance productivity, manage costs, mitigate risk, and reinforce our employer brand
  • The scope covers the entire workplace experience — including office environment and maintenance, reception and meeting support, food services, print and mail operations, office equipment, health & safety, security, business continuity, and records management.
What we offer
What we offer
  • An attractive salary package
  • A great work environment within a dynamic and talented team
  • The ability to develop your expertise, competencies and professional stature, while the company invests in the tools and opportunities that allow for continual development
  • A diverse, global work environment where we believe that diverse teams make better decisions, are more creative and are better at solving complex problems
  • A supportive workplace that celebrates differences, fosters an inclusive culture and operates with openness and honesty.
  • Fulltime
Read More
Arrow Right
New

Accounting Clerk

Our client, a growing company in the engineering industry, is seeking a detail-o...
Location
Location
United States , Ann Arbor
Salary
Salary:
21.00 USD / Hour
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1+ years of experience in an accounting clerk, administrative assistant, or similar support role
  • Excellent data entry skills with a high level of accuracy and attention to detail
  • Experience with invoicing, payment posting, and invoice creation
  • Exposure to payroll entry or payroll support preferred
  • Strong Microsoft Excel skills required
  • Ability to multitask and manage both accounting and administrative duties effectively
  • detail oriented communication skills and comfort handling phone coverage
  • At least 2 years of experience in an accounting support, administrative support, or similar clerical role
  • Demonstrated ability to perform precise data entry in a fast-paced work environment
  • Hands-on experience with invoicing, payment application, and general accounts receivable or accounts payable activities
Job Responsibility
Job Responsibility
  • Perform high-volume and accurate data entry
  • Assist with invoicing, including creating and processing invoices
  • Post payments and maintain accurate financial records
  • Support the proposal process with documentation and administrative coordination
  • Assist with payroll data entry
  • Provide general administrative support to the office and accounting team
  • Handle phone coverage and direct calls professionally
  • Maintain organized records, files, and supporting documentation
  • Use Excel to track, update, and report data as needed
  • Work within internal systems to ensure timely and accurate processing of accounting and administrative tasks
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • enrollment in company 401(k) plan
  • Fulltime
Read More
Arrow Right
New

Senior HR Administrator

As part of the UK's largest group of conveyancers, you'll be joining a business ...
Location
Location
United Kingdom , Leicester
Salary
Salary:
29000.00 GBP / Year
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong generalist HR administration experience
  • excellent communication skills
  • outstanding organisational skills
  • keen eye for detail
  • experience supervising or mentoring a team OR ready to take next step into leadership role
  • confident working with confidential information
  • proactive team player
  • comfortable using Microsoft Office applications (Word, Excel, Outlook, PowerPoint)
  • good understanding of GDPR and data retention legislation
Job Responsibility
Job Responsibility
  • Supervise and support the People Services Administration team
  • manage day-to-day team activities, workload allocation, and resource planning
  • conduct regular 1-2-1 meetings, annual reviews, and probationary meetings
  • support training, induction, and ongoing development of team members
  • manage holiday and absence requests
  • ensure all new starter details, paperwork, and approvals are received and processed accurately
  • issue contracts and onboarding documentation
  • complete Right to Work checks and background screening
  • maintain Access SelectHR and other HR systems accurately
  • act as central point of contact for HR administration queries
What we offer
What we offer
  • Opportunity to work from home for a couple of days each week following successful completion of probationary period subject to business needs
  • referral bonus
  • Fulltime
Read More
Arrow Right
New

Senior Analyst - Administrative Assistance (Team Lead)

Location
Location
Philippines , Taguig
Salary
Salary:
Not provided
wtwco.com Logo
Willis Towers Watson
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in a relevant field or equivalent work experience
  • At least 7 years' relevant experience in administrative support roles preferred
  • At least 3 years' relevant experience in executive administrative support roles preferred
  • Proficient computer skills, including MS Office (Word, Excel, PowerPoint)
  • Able to work in a hybrid scenario (onsite and work from home), and work with others in a hybrid scenario
  • Can work in different shifts (APAC, EMEA, North America) and can work with others in different shifts
  • Proven experience in high-level administrative roles, supporting senior executives or leadership-level personnel
  • Exceptional organizational and time management skills in fast-paced environments
  • Excellent written and verbal communication skills, with keen attention to detail and polished document production
  • Advanced proficiency in Microsoft Office suite and collaboration platforms
Job Responsibility
Job Responsibility
  • Provide top-level administrative support to executives, managing complex calendars, scheduling meetings, and coordinating travel arrangements
  • Prepare, edit, and ensure the accuracy and professionalism of documents, presentations, and reports (updating of organization charts, publications, newsletters)
  • Serve as the main point of contact for internal and external stakeholders, handling inquiries and representing the executive team with professionalism
  • Manage confidential information, maintaining its integrity and accessibility while upholding the highest level of confidentiality
  • Proactively prepare and distribute materials for executive-level meetings
  • Conduct research, gather data, and provide valuable insights to support decision-making
  • Coordinate and oversee special projects, collaborating with cross-functional teams and external partners
  • Manage incoming communications, responding promptly and effectively
  • Assist in budget management and expense tracking, ensuring compliance and providing detailed reports
  • Identify opportunities for process improvement and implement solutions to streamline workflows
  • Fulltime
Read More
Arrow Right
New

Director of Finance / Controller

My client is a well-established, highly profitable $300- 400 million dollar priv...
Location
Location
United States , New York
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • MUST have experience within the product-based sector, ideally wholesale/apparel, open to retail and manufacturing backgrounds
  • A minimum of a BA/BS in accounting from a top accredited school
  • B4/Public Accounting and/or a CPA are a +
  • 10+ years of experience
  • Exceptional communications skills are required
  • A great dynamic personality and the ability to work along your fellow colleagues is crucial
  • He or she must be able to effectively collaborate with individuals both inside and outside the company
Job Responsibility
Job Responsibility
  • Work on special projects with the CFO
  • Support FP&A function, treasury and cash flow
  • Supporting the Controllership team
  • Identify ways to improve process, automation, procedure
What we offer
What we offer
  • Discretionary bonus
  • Fulltime
Read More
Arrow Right
New

Bookkeeper

We are seeking a strong Bookkeeper to support a client of ours on an interim bas...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3–5+ years of bookkeeping or full-charge accounting experience
  • Strong knowledge of accounting principles and financial reporting
  • Experience with accounting software (QuickBooks, Xero, Sage, etc.)
  • Proficient in Excel and financial data management
  • Experience with payroll processing and/or coordination preferred
  • High level of accuracy, organization, and confidentiality
  • Strong communication skills and ability to work independently
Job Responsibility
Job Responsibility
  • Maintain accurate financial records, including accounts payable, accounts receivable, and general ledger entries
  • Perform bank and credit card reconciliations, ensuring all transactions are recorded and discrepancies are resolved
  • Process payroll or coordinate with third-party payroll providers to ensure accuracy and timeliness
  • Prepare financial reports such as profit & loss statements, balance sheets, and cash flow summaries
  • Manage invoicing, collections, and cash application for customer accounts
  • Track expenses, budgets, and support basic financial analysis for management
  • Ensure compliance with accounting policies and assist with year-end close and tax preparation
  • Work with external accountants or auditors to provide required documentation
Read More
Arrow Right