Capital Planning and Management Process Optimization Leader - C15/Dir

Capital Planning and Management oversees the enterprise-wide capital planning and management processes for Citigroup and its legal entities. The team ensures the integrity and efficiency of Citigroup and CBNA's capital profiles, encompassing both actual and forecasted metrics across the capital continuum — from business-as-usual (BAU) operations to simulated stress environments. This includes alignment with CCAR (Comprehensive Capital Analysis and Review), QMMF (Quarterly Multi-Year Multi-Scenario Forecasting), and Resolution and Recovery Planning assumptions.

We are seeking strategic and dynamic leaders to plan, manage and execute projects related to optimization and integration of the firm’s capital planning processes. This includes quarterly base and stress forecasting, interest rate risk analysis, and Resolution and Recovery forecasting. The ideal candidate will manage the overall project engagement to assess current state, define target state, and work in partnership with key stakeholders to devise a strategic plan to reduce risk and create more consistent and efficient processes, including regular updates to Senior Management.

Key Responsibilities: In this role, you will:

· Lead and manage Process Optimization initiatives: Daily management of deliverables related to process redesign, automation, and analytics to enhance operational efficiency and reduce risk across capital planning functions.

· Assessment and Integration: Manage thorough assessments of current processes, models, data, governance structures, workflows, and reporting to identify improvement areas and develop a strategic roadmap for convergence.

· Stakeholder Collaboration: Partner closely with teams across FP&A, Non-Traded Market Risk, Treasury Transformation, and Technology to implement transformative changes and align initiatives.

· Risk Identification and Mitigation: Quickly ascertain risk in current processes or process transformation; devise mitigation strategies and leverage threshold to monitor and manage.

· Continuous Improvement: Lead or participate in process improvement projects using methodologies such as Lean, Six Sigma, or Agile to drive organizational excellence.

· Analytical Excellence: Conduct data-driven root cause analysis, develop actionable insights, and document processes including standard operating procedures (SOPs), process flow diagrams, and work instructions.

· Leadership & Communication: Facilitate decision-making forums such as team meetings or steering committees and deliver impactful communications to stakeholders, program sponsors and senior management.

· Technology Integration: Identify opportunities to employ emerging technologies to address recurring operational challenges, such as manual reviews, financial calculations, and automation efforts.

Required Qualifications:

· Subject Matter Expertise: Experience managing of core finance processes, including FP&A, balance sheet and NII forecasting, interest rate risk, liquidity stress testing, and capital stress testing. Experience in large financial institutions is strongly preferred.

· Experience: Minimum of 10 years in process design, optimization, automation, quantitative modeling, or equivalent experience through work, education, or military service.

· Consulting Skills: Ability to perform analyze complex problems, develop innovative solutions and make informed decisions with minimal oversight; mentoring or leading junior associates. Proven ability to navigate matrixed environments, influence stakeholders, and drive consensus for high-visibility priorities.

· Strategic Leadership: A demonstrated track record of strategic thinking, transformation execution, and delivering tangible outcomes in enterprise-wide initiatives.

· Communication & Presentation: Ability to distill complex information into concise, impactful messages tailored to all organizational levels, including senior leadership.

· Adaptability: Strong decision-making skills with flexibility to manage and implement solutions in dynamic environments.

· Regulatory Knowledge: Familiarity with regulatory frameworks and standards is a plus.

Additional Competencies:

· Process Efficiency: Strong capability to challenge existing workflows, optimize operations, and ensure data-driven decision-making.

· Risk Management: Strong governance focus, with the ability to identify, escalate, and mitigate risks effectively.

· Technical Proficiency: Knowledge of tools such as KNIME, Alteryx, Python, R, SQL or equivalent for data analysis and modeling is an asset.

· People Leadership: Skilled in mentoring, coaching, and managing talent to elevate team performance and meet organizational objectives.

· Financial Stewardship: Strong resource allocation and management abilities to drive both short-term and long-term profitability.

· Cross-Functional Influence: Capable of aligning organizational goals with client needs to drive competitive advantage.

Educational Background:

· Bachelor’s degree required; Master’s degree preferred

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In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Anticipated Posting Close Date:

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

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