Head of Books and Records Oversight

2 weeks ago

Jersey City, New Jersey, United States Hispanic Technology Executive Council Full time
Job Summary

The Head of Books and Records Oversight - Markets Operations is responsible for strengthening the books and records discipline and control framework within Markets Operations. This role will lead the development of a robust quality control environment around balance sheet substantiation for accounts owned by Markets Operations and work with the Markets Operations leadership team to develop strong books and records/accounting knowledge across Markets Operations.

Key Responsibilities
  • Lead and oversee the buildout of the remediation team and strategic team of 20+ people who will be the primary interface between Markets Operations and Finance/Technology/Business for all matters relating to books and records reporting.
  • Work with line Operations teams to ensure all the correct metrics and controls are in place, with regular reviews to ensure monitoring remains relevant and effective.
  • Work with Finance colleagues to ensure that balance sheet proofing is complete and that controls are designed effectively.
  • Foster a good understanding of accounting practices/processes within the wider Markets Ops team, bridging the link between the movement of cash with how this is recorded on Citis books and records.
  • Partner closely with Business partners and Transformation teams on new initiatives/projects to ensure that financial controls are robustly considered and implemented.
Account Owner Activity
  • Understand and maintain Operations chart of accounts.
  • Set a framework to ensure consistent roles and responsibilities for all Markets Ops staff as it pertains to how we control our account population and reconciliations requirements.
  • Work with Markets Ops global functional managers to understand reasons for exceptions and breaks, ensuring issues are escalated timely, fixed at the root cause and look across for similar themes.
  • Ensure well defined and documented processes are in place for reserve calculations across Markets Operations. Identify opportunities to reduce aged exceptions to reduce reserves.
  • Review account ownership to ensure that the proofing processes are standard in their application and where relevant centralize these processes to drive efficiencies.
Partnership with Other Functions
  • Work with Finance and Operations Risk & Control to ensure Markets Operations are compliant with relevant policies and standards.
  • Partner with Balance Sheet Control and risk reporting to support accurate and timely exceptions reporting.
  • Work with Front office to ensure upstream data and processes are understood and robust so as to prevent downstream issues from occurring.
  • Work with counterparts across the Centralized Operations team to promote consistency and common standards.
Drive Progress on Areas of Improvement
  • Strengthen and standardize account opening processes, and ensure Operations maintain inventories of owned accounts.
  • Work with Technology and internal partners to build a standard mechanism to accrue for and then pay/receive interest between internal desks/accounts across all products in Markets.
  • Implement best practices to ensure reconciliations are correctly designed and compliant with relevant standards and controls.
  • Promote development and retention of account and reconciliation SMEs across the group.
  • Strengthen issue management processes, ensure emerging risks are correctly escalated with the appropriate level of urgency.
Requirements
  • 15+ years relevant experience.
  • Industry expertise in financial accounting and the operational aspects of books and records management and account management.
  • Consistently reads different situations accurately and takes appropriate action to gain senior colleague/client commitment.
  • Articulates clearly how risk technology supports unit's business, as well as the issues due to gaps between the current technology and known business requirements.
  • Ability to measure and assess the impact of stress shocks including fat-tailed risks.
  • Well-versed in reviewing the dimensions of franchise risk.
  • Strong Leadership skills-Operates as a leader, with an understanding and appreciation for diverse backgrounds.
  • Serves as a point of escalation for key issues or time sensitive decisions.
  • Acts decisively in high risk scenarios, assessing a situation based on available data, experience, intuition, and judgment.
  • Ability to respond to challenges with creative solutions, adapts to changing business needs.
  • Demonstrated ability to make sound judgment calls on issues that can be both quantitative and qualitative in nature.
  • Ability to develop medium and long term plans and strategies.
  • Has authority to negotiate and make independent decisions on critical activities.
  • Able to manage issues associated with operational risk capital, in partnership with the business, Finance and the Risk organization.
  • Acts as a role model for managing people, coaching, and serving as a mentor.
  • Champions diversity and seeks to recruit, retain, and develop talent. Supports mobility.
  • Excellent Communications skills verbal & written. Active listening skills.
Qualifications
  • Bachelors/University degree, Masters degree preferred.
  • Chartered accountancy qualifications preferred.

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