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The Senior Financial Officer for the Investor/Issuer LFO team, will support the development and execution of financial objectives related to revenues, expenses, capital, and risk for their respective areas. This includes supporting the development and implementation of strategic business initiatives and partnering across other functions and Finance disciplines. Lead Financial Officer (LFO) teams are Finance partners to the functions and businesses they support.
Job Responsibility:
Partnering with key function / business stakeholders, such as FP&A, Controllers, Treasury teams and Investor/Issuer Services business execution leads, for financial business decisions and plans
Developing and maintaining a strong understanding of the Investor/Issuer Services businesses, their core mandate and strategic objectives
Providing insightful analysis and thoughtful challenge that helps inform the business' / function's strategic and financial plans and contributes to performance-based outcomes
Executing on the strategic direction of the team
Responsible for supporting various financial aspects of the Investor/Issuer Services businesses, including: Maintaining strong partnerships with Investor/Issuer Services business heads and other functional partners to support and inform financial business decisions and plans
Partnering with other Finance stakeholders to support business / function in meeting their financial objectives
Providing financial insights and analysis (such as details on variances to financial plans) to Investor/Issuer Services business leads and stakeholders upon request
Supporting development of business cases and analyses to inform and influence business investment decisions
Assisting the business / function in their efforts to establish and deliver financial objectives related to revenues, expenses, return on investment and capital
Supporting short and long term budgeting, forecasting and planning processes through engagement with functional partners such as FP&A and understanding of relevant Investor/Issuer Services businesses.
Partnering with Investor/Issuer Services business leads and COO teams to identify potential impacts / issues, and corrective actions for variances to financial plans through in-depth analysis and interpretive thinking
Partnering with COO teams on a variety of activities including expense optimization opportunities and initiatives
Providing financial reports and analytics to Investor/Issuer Services business leads, including key financial metrics, results, trends and analysis
Assisting in preparation of Quarterly Business Review materials with Investor/Issuer Services business COO teams and other functional partners
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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Requirements:
10+ years of experience
Knowledge of and/or experience working with the Investor/Issuer Services businesses
Financial management experience, including financial planning, budgeting, reporting, analytics and analysis
Strong analytical and communication skills and proven ability to influence a wide range of stakeholders