Financial Solutions Lead Analyst
3 weeks ago
The Financial Solutions Lead Analyst will be responsible for managing and leading multiple projects, ensuring timely delivery of key milestones, and tracking/resolving risks and issues. The role requires strong leadership and communication skills, with the ability to distill complex information into simple presentations.
Key Responsibilities- Collaborate with Treasury Controllers, CTI business unit managers, CTI trading desks, Product Control, Risk, Operations, and other areas to understand key business problems and partner with Technology to identify best-in-class solutions.
- Document project/workflow process, create Business Requirements, author Project plans, Charters, BRDs & Test Plans as required.
- Succinctly present project updates, including risks, issues, and general progress, at an executive level on a weekly basis.
- Manage multiple streams of work to ensure timely delivery of key milestones and tracking/resolution of risks and issues.
- Identify, communicate, and escalate risks, challenges, or issues to senior management in a timely manner.
- Present the project overview, status, and issues internally or at a senior level.
- Apply in-depth knowledge of the business impact of process design and technical contributions.
- Regularly interact with peers within the team and across various groups in Citi through project/program managing.
- Chair weekly working group meetings with stakeholders across Treasury Controllers, CTI trading desks, product control, risk, operations, and technology.
- Clear summarizing key discussion points and action items upon meeting closure.
- Work closely with the Program Manager to communicate project/workstream status, issue, and risk disposition to all stakeholders, including senior management, to escalate and resolve on a timely basis.
- Work closely with the Program Manager to manage the identification of risks that impact program delivery and ensure mitigation strategies are developed and executed when necessary.
- 5+ years of experience within project management, financial services, or consulting.
- Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment.
- Self-motivated with the ability to make decisions in the absence of detailed instructions.
- Proficient presentation skills, capable of effectively communicating complex ideas and engaging senior-level audiences.
- Strong analytical and problem-solving skills, with attention to detail.
- Exceptional analytical and problem-solving skills with a proven track record of managing and converting large data sets into business decision-making tools.
- Collaborative team player. Ability to work independently.
- Experience communicating with senior managers and program sponsors.
- Superior attention to detail and diligence sufficient to withstand scrutiny of a senior audience.
- Product knowledge of securities, debt, derivatives, and funding instruments a plus.
- Can communicate complex topics to various stakeholders to drive delivery and risk and issue resolution.
- Abstract critical thinking and problem-solving skills.
- Technical skills: MS Visio, MS Project, MS Excel, MS PowerPoint.
- VBA, Power Bi, Digital Tools a plus.
Minimum Bachelors Degree required. Graduate level degree a plus.
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Getzville, New York, United States Hispanic Technology Executive Council Full timeThe role of Financial Solutions Lead Analyst is a critical position within the Treasury Controllers department. As a key member of the team, the successful candidate will be responsible for managing and leading multiple projects, ensuring timely delivery of key milestones and tracking/resolving risks and issues.The Financial Solutions Lead Analyst will work...
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