Technology Planning&Analysis

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Business Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• Gathering and documenting business requirements
• Developing individual project artifacts as necessary including Business Requirements Documentation (BRD’s), Functional Requirements Documentation (FRD’s), test planning and scenario documents for user acceptance testing (UAT), project plans as required for all key technical deliveries.
• Day-to-day management of individual project responsibilities including milestone setting, task and actions management, co-ordination and execution of plan within required timelines and to stakeholder quality expectations.
• Providing implementation / post-implementation project support
• Foster and maintain relationships with business stakeholders, support, testing and development team members
• Identify key project risks, whether stated or not, and manage to resolution or escalate accordingly
• Has the ability to operate with a limited level of direct supervision.
• Can exercise 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.

Qualifications:

• 6-10 years experience
• must be extremely organized, motivated and a self-starter
• Ability to prioritise is key as is ability to juggle several tasks at once.
• Must work well under pressure whilst, enthusiastic, hard-working and positive
• Desire to improve processes
• Advanced working knowledge in the Equities IT space and exposure to Cash Prime Brokerage flows.
• Track record as a Business Analyst within the Financial Services/Investment Banking industry.
• Excellent oral and written communication skills and ability to facilitate discussions
• Ability to quickly grasp and understand new concepts / requirements and related product / functional knowledge
• Experience of working with Agile Methodologies and Tools.
• Team player and relationship management skills
• Ability to work under pressure and manage tight deadlines
• Ability to learn/understand some technical implications of system design
• Willingness to ask questions, challenge the process and seek out answers
• Ability to work independently, prioritize, and take ownership of various parts of a project or initiative
• Excellent analytical and problem solving skills
• Knowledge of the SDLC

Education:

• Bachelor’s/University degree, Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

About the Transitional Services Office: The Transitional Services Office (TSO) within our global bank is instrumental in managing complex operational and technological transitions stemming from divestitures requiring to manage run and build the bank costs, cost center management, fee projections, among others . The TSO ensures business continuity, manages service provider relationships, and oversees the financial aspects of Transitional Service Agreements (TSAs), ensuring seamless transitions across our global footprint.

Position Overview: We are seeking a highly analytical and detail-oriented Financial Analyst to join our Technology Planning & Analysis team within the Transitional Services Office. This critical role is responsible for ensuring the financial integrity of technology-related Transitional Service Agreements (TSAs). The successful candidate will play a pivotal role in developing accurate financial projections for TSA fee billing and meticulously analyzing actual service provider costs to ensure strict alignment with established fee schedules. This position requires a strong understanding of financial principles, exceptional analytical skills, and the ability to navigate the complexities of a global banking environment and technology cost structures.

Key Responsibilities:

• TSA Financial Projections & Billing: Develop, maintain, and refine financial models for accurate forecasting and projection of technology-related TSA fees to be billed to various entities.
• Cost Alignment & Variance Analysis: Conduct in-depth analysis of actual technology service provider costs against agreed-upon TSA fee schedules, identifying variances, discrepancies, and areas for potential cost optimization or recovery.
• Refine and define along TSA Service Management team and Service provider cost breakdown structure and discuss reductions as TSA exits occur
• Budgeting & Forecasting: Assist in the preparation of annual budgets and quarterly forecasts for technology expenditures within the TSO, specifically focusing on TSA-related costs and revenue.
• Financial Reporting & Presentation: Prepare comprehensive financial reports, dashboards, and presentations for TSO management, technology leadership, and other stakeholders, clearly communicating financial performance, cost drivers, and TSA compliance.
• Stakeholder Collaboration: Partner closely with technology teams, procurement, legal, business units, and internal service providers globally to understand service consumption, cost structures, and contractual terms related to TSAs.
• Contractual Review: Support the review of TSA contracts and amendments to understand financial implications, billing mechanisms, and service level agreements (SLAs).
• Process Improvement: Identify and implement enhancements to financial planning, analysis, and cost management processes related to TSAs, promoting efficiency and accuracy.
• Data Management: Manage and analyze large datasets of financial and operational information to support decision-making and ensure data integrity.
• Ad-hoc Analysis: Perform ad-hoc financial analysis to support strategic initiatives, cost-benefit analyses, and scenario planning within the TSO.

Qualifications:

• Experience: Minimum of 5+ years of progressive experience in financial planning and analysis, cost accounting, or a similar finance role, preferably within the technology division of a large, global financial institution.
• TSA Experience: Proven experience with Transitional Service Agreements (TSAs) or similar intercompany billing/cost recovery models is highly desirable.
• Financial Acumen: Strong understanding of financial modeling, budgeting, forecasting, variance analysis, and cost management principles.
• Technical Proficiency: Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, complex formulas) is essential. Experience with financial systems (e.g., PTS, ARMs, APS) and business intelligence tools (e.g., Tableau, Power BI) is a plus.
• Analytical Skills: Advanced analytical and problem-solving skills with meticulous attention to detail and accuracy.
• Communication Skills: Excellent written and verbal communication skills, with the ability to translate complex financial data into clear, concise, and actionable insights for diverse audiences.Advanced proficiency in English and Spanish is required.
• Global Mindset: Ability to operate effectively in a complex, global environment, collaborating with international teams and understanding diverse financial reporting standards and operational nuances.
• Proactivity & Adaptability: Self-motivated, resourceful, and capable of managing multiple priorities in a dynamic, fast-paced environment.
• Education: Bachelor's degree in Finance, Accounting, Engineering, or a related field.

------------------------------------------------------

Job Family Group:

Business Strategy, Management & Administration

------------------------------------------------------

Job Family:

Business Management

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

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

------------------------------------------------------

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.

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.

View Citi’s EEO Policy Statement and the Know Your Rights poster.