Senior Financial Reporting Lead Analyst

4 days ago


Tampa, Florida, United States Citigroup Inc Full time
Job Summary

The Senior Financial Reporting Lead Analyst is a senior-level professional position responsible for driving the generation, analysis, and submission of FR Y-14Q (CCAR) Wholesale Schedules with detailed perspective on data quality issues, in coordination with the broader Financial Reporting Team.

Key Responsibilities
  • Support the preparation of the FR Y-14Q Wholesale Schedules in close partnership with FR Y-14 Schedule Owners, FR Y-14 Report Owners, Business, and other peers to collect and review data and reporting requirements for FR Y-14Q Wholesale Schedules.
  • Assist the completion of the FR Y-14Q Wholesale Schedules reporting analytics such as, edit checks, period over period variances and cross report reconciliation including FR Y-9C, FFIEC101, and/or other Capital adequacy reports.
  • Maintains and enhances related operational and analytical procedures.
  • Assist with the analysis and remediation of Wholesale Loans data issues, including passing appropriate required adjustment entries and consolidating financials at the end of each accounting period.
  • Work with senior leadership on strategic planning, establishing guidelines, implementing controls, and executing strategic plans.
  • Prepares metrics to measure, monitor and communicate data quality improvement, data issue remediation and implemented controls' effectiveness in line with established targets.
  • Assist with the implementation of policies and procedures.
  • Build and maintain a thorough understanding of related product reporting and analytics and utilize knowledge of systems and process flows to provide insight and recommendations on identified issues.
  • Has the ability to operate with a limited level of direct supervision, exercising independence of judgement and autonomy.
  • Acts as SME to senior stakeholders and/or other team members.
  • 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.
Requirements
  • 6-10 years of experience in Financial Services preferred
  • Global Project Management experience preferred
  • Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
  • Proven organizational and time management skills
  • Proven problem-solving and decision-making skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Previous exposure to CCAR, Basel or Country Risk
  • Previous experience with Lean Methodology/Six Sigma
  • Previous experience with SQL and/or SAS preferred
  • Previous banking products experience or exposure
  • Previous Exposure to global processes and teamwork across various locations and cultures
Education
  • Bachelor's Degree/University degree or equivalent experience
  • Master's degree preferred


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