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Senior Lead, Finance Transformation - Strategic Ledger & Reconciliations

United States, Tampa 130880.00 - 196320.00 USD / Year · Job Posted March 21, 2026

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Job Description

The successful candidate will be part of the GRU’s Strategic Ledger Implementation team. The team is responsible to perform end-to-end impact assessment of Strategic Ledger migration on the reconciliations, and to ensure Strategic Ledger provides all the required data without compromising reconciliations downstream. As such, this will require review of the current reconciliations landscape across operations Lines of Business (LOB), and coordination and partnership with stakeholders to design and map end-to-end processes and flows of transactions/events/journals to ensure appropriate impact assessment is completed. This entails close partnership with Change Management, Finance, and other Balance Sheet and Control teams. Post impact assessment, one will have to provide requirements to the Strategic Ledger Program (SLP) and oversee the associated recon rebuild/update to ensure reconciliations don’t lose any critical data points, integrity, and subsequently there’s no increase in Manual Touch Points (MTP). Once in the implementation stage, participate in the working groups, testing, analysis and ultimately successful migration.

Job Responsibility

  • Lead and perform impact assessment of the Finance’s Strategic Ledger migration on reconciliations and associated Balance Sheet and Control functions
  • Partner with GRU’s stakeholders across Operations and Finance to ensure end-to-end flows and processes are mapped out
  • Perform and deep dive into data analysis ensuring completeness of the impacted scope
  • Map out process/transaction flows end-to-end with the migration impact assessment as the target
  • Ensure Strategic Ledger implementation is in line with the Enterprise Target Operating Model and standards
  • Work closely with reconciliation production support teams to ensure all requirements are captured and met
  • Prepare and document requirements, communicate them to Strategic Ledger Program for incorporation
  • Oversee and participate in testing of the implementation
  • Track and report progress updates and ensure clear and concise metrics and reports are prepared
  • Ensure issues are reported, profiled, and escalated appropriately
  • Direct and identify risks which impact project delivery and ensure mitigation strategies are developed
  • Create and manage project milestones with the associated business goals
  • Lead the facilitation, coordination, and arbitration of cross-functional macro level topics
  • Act as a Subject Matter Expert (SME) representative of reconciliations
  • Participate, contribute and drive strategic efforts of the team to drive improvements and reduction of Manual Touch Points
  • Work closely with Technology team to ensure any enhancements and/or fixes are appropriately submitted, tested, and released
  • Responsible for detailed analysis of issues and validation with proactive approach to coordinate resolution
  • Apply knowledge of reconciliations and balance sheet substantiation process to suggest any resolution steps
  • Influence decisions through advice, counsel and/or facilitating services to others in area of specialization
  • Apply creative thinking, subject matter expertise and problem solution skills to re-mediate discrepancies
  • Understand how areas collectively integrate with each other
  • Provide value-added perspective or advice that contributes to the development of new techniques
  • Acknowledge Citi’s principles and values of organizational culture and apply them in everyday work activities
  • Appropriately assess risk when business decisions are made
  • Any other duties as required to meet business needs

Requirements

  • 10+ years of experience
  • Strong understanding (Subject Matter Expertise) and experience in Operations reconciliations of balance sheet across variety of asset classes
  • Understanding or experience with Transaction Lifecycle Management (TLM) is beneficial
  • Strong understanding/experience in Balance Sheet/Ledger Substantiation processes up/downstream
  • Business/data analysis skillset
  • Experience in ledger system migration efforts is highly beneficial and preferred
  • Experience and understanding of end-to-end flows across settlement processes within operations functions
  • Project management skills are critical with strong skillset in preparing decks/updates/tracking
  • Strong Microsoft Excel and PowerPoint skills
  • Ability to consistently work to a high level of accuracy
  • Strong analytical skills with the ability to recognize key issues / implications and to escalate in a timely manner
  • Experience in Change Management or equivalent functions
  • Self-motivated and proactive with strong organizational and time management skills
  • Strong verbal and written communication skills - strong interpersonal skills, ability to communicate effectively with all levels of staff, ability to influence across teams and levels
  • Bachelor’s/University degree, Master’s degree preferred

Nice to have

  • Understanding or experience with Transaction Lifecycle Management (TLM) is beneficial
  • Experience in ledger system migration efforts is highly beneficial and preferred

What we offer

  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
  • discretionary and formulaic incentive and retention awards

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