Optimization & Automation Finance Lead Analyst, Citi

Citi

Location:
Costa Rica, Heredia

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Fin Solutions Lead Analyst is accountable for management of complex/critical/large professional disciplinary areas. Requires a comprehensive understanding of multiple areas within a function and how they interact to achieve the objectives of the function. Applies in-depth understanding of the business impact of technical contributions. Strong commercial awareness is a necessity. Generally accountable for delivery of a full range of services to one or more businesses/ geographic regions. Excellent communication skills required to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the end results of an area. Exercises control over resources, policy formulation and planning. Primarily affects a sub-function. Involved in short- to medium-term planning of actions.

Job Responsibility:

Contributes to the design, roll-out and governance of financial solutions
Participates in formulating and setting strategic direction for the processes, 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 setting and operating necessary forums and frameworks to establish and govern policies for global Finance processes
Participates in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications
Integrates Finance expertise and Industry expertise within a defined area
Advises on standards around which others will operate
Leads execution of critical strategic initiatives from the team book of work (BOW)
Coordinates and contributes to the ideas of the entire function
Performs other duties and functions as assigned
Has the ability to operate with a limited level of direct supervision
Can exercise independence of judgement and autonomy
Acts as SME to senior stakeholders and /or other team members
Leads process optimizations to streamline processes resulting in simplification, standardization, and gained efficiencies
Drives implementation of automation solutions through the Software Development Life Cycle (SDLC)
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, and create accountability with those who fail to maintain these standards

Requirements:

6-10 years of relevant experience within the financial services industry
Leads process optimizations to streamline processes resulting in simplification, standardization, and gained efficiencies
Drives implementation of automation solutions through the Software Development Life Cycle (SDLC)
Leads execution of critical strategic initiatives from the team book of work (BOW)
Oversee, manage and support QATV tooling enablement and business process improvement
Contributes to the design, roll-out and governance of financial solutions
Bachelor’s degree, potentially Master’s degree
Understanding of financial reporting and testing requirements
Stakeholder management, facilitation, and excellent communication
Lean Six Sigma process improvement experience and knowledge of methodology
Ability to manage multiple priorities and build strong partnerships
Must be a proactive, goal-oriented strategic thinker, nimble, comfortable in a dynamic environment, and ability to pivot quickly as priorities change
Demonstrated ability to work under pressure to meet tight deadlines and approach work methodically
Experience in preparing and delivering senior executive-level presentations with excellence
Data analysis, profiling, and reporting
Quality assurance and risk management
Governance and oversight
Analytical skills for issue identification and resolution
Must have strong knowledge and experience with SharePoint and Access DB
Experience using JIRA, Confluence, PTS 2.0, Workflow, and emerging technologies

Nice to have:

Lean Six Sigma process improvement experience and knowledge of methodology
Experience using JIRA, Confluence, PTS 2.0, Workflow, and emerging technologies

Additional Information:

Job Posted:
April 24, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Optimization & Automation Finance Lead Analyst