Operations and Finance Associate, Assistant Vice President

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Job Overview

The Operations and Finance Associate is a key member of the Community Investing and Development (CID) Operations and Finance team, reporting to the Finance and Operations Lead SVP. The CID team works to enhance Citi’s positive social impact through equity investing, innovative financial solutions, and strategic philanthropy.

The Operations and Finance Associate is responsible for increasing the Operations and Finance team’s productivity and efficiency through finance and vendor administration and operations support.

This role requires a flexible schedule to support collaboration with colleagues in both the US and India. Candidates should be willing to adjust their working hours to ensure regular overlap with teams in both locations.

Key Responsibilities:

Finance/Vendor Administration (India):

• Assist with entering and processing charitable contribution payments
• Process accruals and periodic and year-end reporting
• Support periodic account reviews and attestations
• Onboard new suppliers in procurement system
• Process vendor invoices and submit purchase orders for payment

Finance/Vendor Administration (Other):

• Process vendor invoices and submit purchase orders for payment for other CID related transactions
• Assist with Third Party Management vendor management processes
• Assist with monthly quality control monitoring and checks to ensure policies and procedures are adhere to
• Assist with additional finance/vendor support as needed

Operations Support and Administration:

• Maintain an understanding of Citi risk and controls policies and procedures
• Assist with additional Risk and Controls requirements as needed such as MCA testing, COB, Records management, etc.
• Lead administrative process improvements; systemize and document processes and procedures
• Support departmental needs and manage special projects as needed
• May work on ad hoc projects as requested

Qualifications:

• 3-5 years of relevant experience
• Advanced Excel expertise including demonstrated capabilities with pivot tables, VLOOKUP’s, and formulas
• Experience with databases and information management
• Consistently demonstrates clear and concise written and verbal communication skills
• Foundation accounting strongly preferred

Education:

• Bachelor’s Degree/University degree or equivalent experience

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Job Family Group:

Communications and External Relations

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Job Family:

Community Development

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Time Type:

Full time

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Primary Location:

NC-CHARLOTTE (BALLANTYNE)

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Primary Location Full Time Salary Range:

$81,600.00 - $122,400.00

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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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

May 26, 2026

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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