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Financial Management & Headcount Associate

Job Req Id:

26975469

Location(s):

Heredia, Provincia de Heredia, Costa Rica

Job Type:

Hybrid

Posted:

Jul. 02, 2026

Discover your future at Citi

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Job Overview

This is an opportunity to play a central role in how Citi's Client Organization manages its financial and headcount operations, sitting within the Client COO team that directly supports the Chief Client Officer. As a Financial Management & Headcount Associate, you will coordinate and deliver key operational processes  from financial reporting and headcount management to controls evidencing and stakeholder coordination ensuring accuracy, consistency, and efficiency across a globally connected team. You will work closely with senior leadership and cross-functional partners to keep critical business routines running smoothly and to drive continuous improvement across reporting and operational processes.

Responsibilities

  • Coordinate the delivery of headcount and financial management processes, ensuring deadlines are met and stakeholders across the Client Organization are kept informed and aligned.
  • Consolidate and reconcile financial and headcount data from multiple sources, using Excel to identify discrepancies and ensure consistency across reporting cycles.
  • Manage milestone reporting processes end-to-end, maintaining quality, accuracy, and timeliness across business-critical outputs.
  • Collate, review, and file audit trail documentation including emails and supporting materials  to evidence controls and maintain clear operational records.
  • Document business-as-usual protocols and operational procedures to support team continuity and process standardization.
  • Identify and support the remediation of self-identified issues, coordinating with internal teams to resolve gaps and improve operational quality.
  • Deliver ad-hoc project support for the Client COO team, contributing to strategic initiatives and operational improvements as priorities evolve.

Required qualifications & skills

  • 6 or more years of experience in financial services or a related industry, with a clear track record of delivering in complex, fast-paced environments.
  • Advanced Excel skills, with the ability to consolidate, reconcile, and analyze large datasets accurately and efficiently.
  • Exceptional attention to detail, with the ability to manage high volumes of work without compromising quality or accuracy.
  • Strong organizational skills, with the ability to manage shifting priorities and deliver multiple tasks concurrently under pressure.
  • Clear and confident communication skills  both written and verbal with the ability to engage effectively at all levels of a global organization.
  • Bachelor's degree or equivalent professional experience.

Beneficial skills & qualifications

  • Familiarity with data visualization or collaboration tools such as Tableau or SharePoint, used to improve reporting efficiency and team coordination.
  • Experience working with AI tools or prompting techniques to streamline operational tasks and enhance productivity.
  • Knowledge of how large financial institutions operate, including an understanding of Citi's products, services, or organizational structure.
  • Previous experience in business execution or project management, with exposure to program governance or strategic initiative delivery.
  • A Master's degree or postgraduate qualification in a relevant field.

What we offer

Joining Citi's Client COO team means working at the center of a globally connected organization, where your contributions directly support the priorities of senior leadership and shape how the Client organization operates at scale. This is a role where operational precision meets strategic impact and where your work is visible, valued, and consequential.

  • A hybrid working arrangement of 3 days in the office and 2 days working remotely, giving you flexibility alongside meaningful in-person collaboration.
  • Direct exposure to senior leadership and cross-functional teams across Citi's global network, broadening your professional perspective and career reach.
  • The opportunity to contribute to strategic initiatives and business-critical programs, building project management experience alongside your operational expertise.
  • A performance-driven environment where your analytical skills and attention to detail are recognized and rewarded.
  • Access to Citi's global learning and development resources, supporting your continued professional growth within financial services.
  • Wellbeing and financial benefits in line with Citi's commitment to supporting employees across all stages of their careers.

Apply now to bring your financial services expertise to a role where operational excellence directly shapes the performance of one of the world's leading global banks.

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Job Family Group:

Business Strategy, Management & Administration

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Job Family:

Business Execution & Administration

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Time Type:

Full time

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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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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.

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