Job Information
Citigroup Global Wealth - Sr. Expenses, Investments & Productivity Lead - C14 in Heredia, Costa Rica
Key Responsibilities
Support the Wealth business working closely with key stakeholders (e.g., FP&A lead, Client Segment LFOs, Product/Investment finance staff, Wealth Chief Operating Office, O&T and GF) to optimize decision making in a highly competitive and changing market environment and deliver on financial targets. Examples of critical activities includes investment prioritization and approval; productivity and Wealth finance transformation; BAU performance tracking and review; Quarterly Forecasting (QMMF) and outlook processes. Specific areas of focus will be:
Support and challenge senior leaders on decision making regarding Citi BAU expense performance, return on the investments, and contribution to Citi’s BAU, future and transformation agenda
Analyze investment spend and financial productivity, specifically gaining a deeper understanding of investments, outcomes and benefits and efficiency actions and savings across the firm
In depth analysis of investments providing insightful decision support analytics that will inform prioritization and funding
Develop enhanced governance process around productivity actions
Participate in work to drive organizational health including review of organizational construct and operating model
Participate in the quarterly earnings process including build out of materials, understanding financials and overall external messaging
Partner with key stakeholders (mainly lead financial officers, LFO’s), to drive understanding and impact of investments and productivity actions
Act as a primary contact to Corporate FP&A in the required reporting and analysis of investments and productivity
Qualifications
Bachelor’s degree in Business / Finance or equivalent. MBA preferred, but not required
Minimum 10 years of experience. Financial Services industry and Financial Planning & Analysis experience are required
Financial statements knowledge required
Exceptionally strong stakeholder management, influencing and executive-level communication skills (written and verbal)
Exceptionally strong clear/critical thinking, problem-solving, and analytical skills, including data manipulation
Strategic thinker
High level of attention to detail
Comfortable with automation, business intelligence and business analytics tools and solutions
Comfortable with financial systems
Advanced Excel/PowerPoint skills
Superior time management and prioritization skills, ability to coordinate and manage, and ability to anticipate roadblocks and identify solution
Advanced English Skills Required
Job Family Group:
Finance
Job Family:
Financial Planning & Analysis
Time Type:
Full time
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