Fin Solutions Lead Analyst - VP/C13 - OFALLON

Overview

The Treasury Transformation team works closely with stakeholders to define, drive and execute end-to-end process design and implementation efforts across Treasury activities, which span global Treasury groups, Finance functions, infrastructure partners in Operations and Technology and business partners in the Institutional Clients Group and Private Banking and Wealth Management.  The team leads Treasury’s regulatory and transformation agenda and all internal reviews to identify priorities, coordinate efforts and track progress, and define and implement best practices.

The Treasury Transformation Management Office (TMO) function sits within the Treasury Transformation COO team and oversees strategic organizational plans to enable transformation and deliver on regulatory, internal audit, and management commitments. TMO is responsible for managing governance frameworks, execution of transformation initiatives, vendor management, target state development and change management delivery in partnership with Citi Treasury Investments, Balance Sheet Management and cross functional stakeholders. The TMO is an exciting and dynamic team of program managers that provide governance and project management expertise to all of Treasury Transformation.

The Financial Solutions Group Manager/ Program Manager is a mid-level professional role that reports into the Governance and Portfolio Management Lead in the Treasury Transformation Management Office (TMO). A successful candidate will have a Program/ Project Management background with experience in leading and implementing large scale Finance Transformation. The individual will be able lead and deliver a portfolio of projects by leveraging project management, relationship building and communication skills. The Program Manager should apply risk and issue management skills to ensure the timely delivery of regulatory, internal audit and strategic commitments.

Responsibilities

Oversees Treasury  transformational efforts related to consent order and target state priorities, aligned with the firm-wide transformational goals

Responsibilities can include but are not limited to: portfolio management, creating project plans, project plan tracking, status reporting, regulatory updates, creating project governance forums, prioritizing workflow, organizing and developing project managers, Issue and corrective action plan and resource management

Contributes to the design, roll-out and governance of Treasury solutions, including:

Develops and manages Transformation governance forums including agenda setting, producing materials, status reporting and facilitating discussions to highlight risks, issues and dependencies across Balance Sheet Management

Manages a portfolio of Transformation programs/ projects, project managers, oversees standardized status reporting, manages stakeholders and ensure projects are managed in a consistent manner

Leads cross functional working groups to drive transformational objectives and ensure timely delivery of Balance sheet management commitments

Builds relationships with cross functional stakeholders to across Treasury/ Finance to resolve issues in a timely manner

Participates in formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products, functions and locations

Completes quality assurance review across the program and project lifecycle to ensure alignment with Balance Sheet management commitments

Accountable for managing firm risks across the Balance sheet Management transformation portfolio

Highlights transformation progress to management across transformation metrics and success criteria

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 starts for global Finance processes

Participates in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications

Regularly interacts with peers within the firm and externally, including regulators and professional organizations.

Provides advice to internal clients on the implications of business trends, issues, operating environment changes and firm or business unit strategy.

Performs other duties and functions as assigned.

Qualifications

• 6-10 years of relevant experience, within the financial services industry highly preferred
• Requires Project Management, Transformation, Change Management, vendor management, Issue management, stakeholder management skills
• Requires a comprehensive understanding of multiple areas within Finance and how they interact in order to achieve the o