Financial Solutions Analyst Job at Citi (Taguig)

Financial Solutions Lead Analyst

The Business Architecture & Transformation Analyst is a strategic professional w...

Location

Philippines , Taguig

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 - 10 years of relevant experience, within the financial services industry preferred
Strong knowledge of interest risk related concepts such as duration, convexity, IRE, EVE, and discounted cash flow valuation
Strong knowledge of market interest rate indexes and impact to banking balance sheet
High degree of comfort with data analysis tasks using SQL database tools
Developed communication skills
ability to present complex fact patterns to seniors using clear and concise language
Developed understanding of balance sheet management and financial planning essentials: intercompany transactions, transfer pricing, equity credits, financial forecasting
Basic familiarity with econometric modeling
Basic familiarity with Python or other programming languages desired

Job Responsibility

Assists in the monthly Interest Rate Risk and quarterly PPNR production cycles
Works to closely coordinate activities across workstreams on the RUBY platform including Interest Rate Risk, Stress Testing, and Financial Planning
Provides SMEs with a trusted operational resource to investigate potential issues and test upcoming developments
uses data analysis and critical thinking to investigate problems, propose root causes, and work with technology partners to implement a solution
Works closely with technology partners to scope, resource, and develop new platform functionalities and refine existing calculation methodologies
Creates and maintains documented processes and procedure for purposes of user training and auditability of monthly processes
Becomes a trusted resource for FP&A, Capital Planning, Treasury and Risk partners to liaise with on critical regulatory deliverables
Ability to deliver multiple, high priority deliverables and work closely with a variety of highly time sensitive consumers
Works to develop, train, and motivate junior staff

What we offer

Programs and services for physical and mental well-being
access to telehealth options, health advocates, confidential counseling
Paid Parental Leave Policy
resources for managing financial well-being
access to learning and development resources
generous paid time off packages
resources and tools to volunteer in the communities

Fulltime

VP, EUC Remediation - Financial Solutions Lead Analyst

Citi Finance is responsible for the firm’s financial management and related cont...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10+ years of relevant experience, within the financial services industry preferred
Recognized technical authority for an area within the business
Requires communication and diplomacy skills in order to guide and influence others
Knowledge of Project Management discipline and Citi Solutions Delivery Life Cycle (CSDLC)
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 preferred

Job Responsibility

Contributes to the design, roll-out and governance of financial solutions, with focus on EUC Remediation
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 standards for global Finance processes
Participates in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications
Acts as a technical expert who acts as an advisor on significant business/product decisions
Implements policies and procedures
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

What we offer

Equal opportunity employer
Accessibility accommodations for individuals with disabilities

Fulltime

Financial Solutions Sr. Analyst, AVP

The Fin Solutions Sr. Analyst is a seasoned professional role. Applies in-depth ...

Location

Philippines , City of Taguig

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8+ years of relevant experience, within the financial services industry preferred
Excellent relational and communication skills
Advanced Microsoft Office skills
Bachelors degree

Job Responsibility

Contributes to the design, implementation, and governance of financial solutions and best practices
Participates in formulating and setting the strategic direction for the process, organizational structure, and architecture in Finance
Assists in establishing business and information architecture standards for Finance
Plays a part in settling and operating necessary forums and frameworks to establish and govern policies
Participates in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications
Resolves complex problems or transactions
Manages one or more processes, reports, procedures or products
May supervise day-to-day work of junior level employees
Performs other duties and functions as assigned
Acts as SME to senior stakeholders and /or other team members

What we offer

Best-in-class benefits
Global Benefits

Fulltime

Vice President, Financial Solutions Lead Analyst

The Senior Project Manager accomplishes results through the management of profes...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience in project management, primarily in financial services
Experience in supervising project managers/business analysts/project officers
Experience in interaction at Board/Executive management level of businesses
Broad understanding of business practices
Demonstrates capacity to work in highly pressured & volatile environments
Bachelor’s/University degree, Master’s degree preferred

Job Responsibility

Responsible for the overall direction, coordination, implementation, execution, control and completion of specified projects ensuring consistency with Citi project management governance
Manages people managers, including responsibility for the alignment of Organizational objectives and individual development plans
Project manages relatively small projects whilst overseeing the total project list and in particular the key critical projects
Resolves complex problems or transactions, where expertise is required to interpret against policies, guidelines or processes
Full ownership for one or more processes, reports, procedures or products, and may also be considered analytical or procedural experts representing a unit or team on cross-function process or project deliverables
May supervise day-to-day work of junior level employees, but will not typically have formal management role
Manages one team (consisting of support staff and/or entry-level analysts)
Applies in-depth disciplinary knowledge of concepts and procedures within own area to resolve issues
Ensures creation of project plan and charter benefits management plan, stakeholder management plan, acceptance plan, and central project issue log
Ensures resources are assigned to project & monitor commitment

Fulltime

Financial Solutions Senior Analyst

The Finance Quality Assurance, Testing, and Validation (QATV) team is dedicated ...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5+ years of experience
SME knowledge of financial products such as Derivatives, Securities, SFTs, Loans, Deposits, Cash, etc.
Proficient use of Microsoft Applications (PowerPoint, Access, Word), especially MS Excel with strong background in Lookups and Pivot Tables
Experience in information management or sourcing within testing environments
Background in regulatory reporting or compliance documentation
Experience working with SMEs to gather necessary documentation
Data analysis and validation
Strong attention to detail, accuracy and organizational skills
Strong research and analytical skills
A Bachelor’s or Master’s degree

Job Responsibility

Contributes to the design, roll-out and governance of financial solutions
Document Sourcing – Identify and retrieve source documentation for use in testing
Data Analysis – Compare reported values to source documentation
Stakeholder Management – Build and maintain relationships with SMEs across the business and global functions
Process Management and Process Improvement Implementation – Contributes to the design, roll-out and governance of financial solutions
Project Management - Managing the Document Sourcing process through cycles including allocation of resources and issue escalation management
Risk Management - Proactively identify & manage risk

What we offer

Paid Parental Leave Program (maternity and paternity leave)
Award-winning pension plan, multisport, holiday allowance
Private Medical Care Program, Group Life Insurance
Consideration for annual discretionary bonus
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
Flexible work arrangements to support you in managing work - life balance
Career progression opportunities across geographies and business lines
Mentoring Programs
Socially active employee communities with diverse networking opportunities

Fulltime

VP, Financial Solutions Lead Analyst

The Treasury Global Process Owner/Transformation Office works closely with stake...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of financial services and experience in Risk & Control
Minimum Bachelor’s degree
MBA or other advanced degree is a plus
Proficiency in Excel and PowerPoint
knowledge of VBA and SQL is a plus
Excellent communication and interpersonal skills
Prior experience in Treasury, Finance, or Interest Rate Risk is highly desirable
Demonstrated ability to work effectively across business units / functions to deliver results
High energy, self-starter with a flexible and pragmatic attitude

Job Responsibility

Work closely with colleagues in Treasury, the businesses, Risk, and Controllers to understand and document FTP system requirements
Assess the impact of the new system on existing processes and platforms
Develop detailed roll-out plan to implement the new FTP system
Provide oversight of milestones and input to ensure consistent and timely resolution of deliverables
Provide training and guidance to the local teams
Produce high quality, senior management materials to communicate project status
Coordinate across workstreams to ensure that Interest Rate Risk methodology changes and enhancements are implemented consistently

What we offer

Best-in-class benefits
Global benefits

Fulltime

Financial Solutions Intermediate Analyst

The Fin Solutions Intmd. Analyst is a developing professional role. Deals with m...

Location

Philippines , City of Taguig

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5+ years of experience
Proficient knowledge of how the team interacts with others in accomplishing the goals of the area
Has working knowledge of industry practices and standards
Proficient in Microsoft Office, specifically Excel
Bachelors degree

Job Responsibility

Support the delivery of Consent Order Data Requirements and Data Adoption for Regulatory Reporting
Collaborate and partners with Controllers Transformation internally, Global Regulatory Reporting, Finance Technology and Enterprise Data Office in the execution of the Consent Order Data Plan
Contribute to the design, roll-out and governance of financial solutions
Participate in formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products, functions and locations
Assist in setting business and information architecture standards for Finance
Play a part in settling and operating necessary forums and frameworks to establish and govern policies and starts for global Finance processes
Participate in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications
Identify and resolves problems using autonomous judgment
Implement work flow or process change and redesign, and uses a thorough knowledge of the specific function
Be accountable for regular reporting or process administration as 'owner'

What we offer

Access to telehealth options, health advocates, confidential counseling
Expanded Paid Parental Leave Policy
Resources to manage financial well-being and help plan for the future
Access to an array of learning and development resources
Generous paid time off packages
Resources and tools to volunteer in the communities

Fulltime

Financial Solutions Lead Analyst

The Quality Assurance, Testing, and Validation team is part of the Finance Chief...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10+ years of relevant experience, within the financial services industry preferred
Strong background in U.S. Regulatory reports with specific knowledge of CCAR and FR Y-14A/Q/M
Audit or prior regulatory reporting experience preferred
In depth knowledge of banking products / systems preferred
Recognized technical authority for an area within the business
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
Proficient Microsoft Office skills
Strong ability to communicate clearly and concisely to both technical experts, non-technical business leaders, and senior leadership to facilitate discussions with senior stakeholders and to clearly articulate findings, defend point of view amongst various groups
Ability to collaborate, coordinate and execute with the broader teams, business partners, Report Owners, Data Providers, Global Functions Technology to drive the implementation of strategies and successful execution of tracing sprints

Job Responsibility

Lead analysts support transaction testing reviews including prioritizing work, providing guidance throughout book of work, developing junior analysts’ testing skill set, report and product knowledge through training
Ensure our partners in Global Tech, Business Technology, Report Owners, Source Document Providers, and external consultants are aligned to the relevant book of work and the QATV Methodology & Procedures
Assign, manage, and review work of team, evaluating their findings and judgment in applying regulatory principles to reporting
Identify issues and exceptions, produce analysis and insights on findings, and communicate updates and results effectively to other leads and managers
Work with stakeholders to ensure action plans are in place to address gaps identified in the QA process and validate the remediation when complete
Responsible for ensuring adequate and effective controls are in place for the QA process as well as ensuring team's compliance with controls
Ensure proper documentation of review evidence to support the results
Maintain and ensure adherence to proper desktop procedures for the QA process
Support managers engagement as needed with Regulatory & Management Transaction Testing reporting reviews along with Internal Audit, ICRM, ORM reviews
Promote a culture of collaboration and teamwork across organizations. Develop strong working relationships with Report Owners, independent review teams, internal audit teams, and other key stakeholders

What we offer

Paid Parental Leave Program (maternity and paternity leave)
A supportive workplace for professionals returning to the office from childcare leave
Award-winning pension plan
multisport
holiday allowance
Private Medical Care Program
Group Life Insurance
Consideration for annual discretionary bonus
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed

Fulltime

Financial Solutions Analyst

Citi

Location:
Philippines , Taguig

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 24, 2025

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Location:
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Job Posted:
April 24, 2025