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Finance Discovery PM/BA - C13 - JACKSONVILLE

Job Req ID 24813709 Location(s) Jacksonville, Florida; Tampa, Florida Job Type Hybrid Job Category Finance
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The Finance Discovery PM/BA (C13) will be responsible for leading analysis across Discovery workstreams to identify, challenge and analyze key scope considerations for the program. This will include both performing analysis, as well as providing support and direction to other BAs across the program. The role will also help manage the plan, dependencies, and deliverables. The candidate should have experience working across complex projects with multiple stakeholders and be comfortable working in multi-disciplinary teams.

This is a C13 position in Citi.

Business / Team Overview

The Discovery team within the Strategic Ledger Program plays a pivotal part in ensuring all scoping hypothesis to achieve a target state are thoroughly explored. There are 9 workstreams performing discovery work across 3 pillars, accounting, data and technology. At the end of discovery these workstreams would have produced a number of artifacts that will enable senior leaders to decide on scope and timeline for execution.

The scope of the program includes:

  • Centralize and standardize accounting into global accounting hubs and sub-ledgers
  • Implement a standard sub ledger and general ledger for the firm
  • Replace Citi’s current Operating and Reporting ledgers, including those embedded in bank-in-a-box platforms such as Flexcube
  • Automate and streamline accounting and ledger processes and controls
  • Address source data quality issues impacting ledgers in partnership with enterprise-wide data priorities
  • Align contractual and instrument level balances and positions with financial balances

Key responsibilities in the role:

  • Drive analysis across multiple workstreams to identify and align scope/design considerations (e.g., Data sourcing, financial processes, financial reporting, regulatory reporting)
  • Translate analysis into meaningful deliverables (e.g., current state assessment, fit-gap analysis, requirements, design decisions)
  • Lead workshops with Business and Technology stakeholders
  • Draft requirements, and review with multiple stakeholders (e.g., Business and Finance Teams, Controllers, Technology)
  • Support project management activities such as planning, risk and issue resolution, dependency management
  • Prepare materials for key stakeholders and senior leaders to ensure they are kept informed and have the right information to hand to make key decisions as required
  • Build strong relationships with workstream leads, PMO team, and business stakeholders

What knowledge, skills and experience we’ll need from you:

Ideal candidates would have experience in a Controller, Reporting, Finance Transformation for NAM at Citi or a similar institution. And experience working on change programs such as platform implementation, BAU enhancement and automation initiatives.

The ideal candidate would also be highly motivated, team oriented, and a proactive problem solver. They will possess strong communication and interpersonal skills with the ability to understand and communicate complex information in a clear, concise manner to various levels of stakeholders including both end users and senior/executive leadership. They must feel comfortable navigating complex and ever-changing environments and be flexible with using both their Business Analyst and Project Management skillset.

Qualifications & Skills:

  • 7+ years of relevant work experience with global corporations and financial services experience gained in Banking or in an associated consulting role
  • Strong written/verbal communications skills; must be concise, articulate, and persuasive with the ability to articulate complex problems and solutions and the judgement and authority to provide insightful commentary to senior stakeholders.
  • Understanding of US GAAP, IFRS, Local GAAP Accounting rules and COA
  • Knowledge of Oracle, SAP or similar ledger platforms required e.g. Full Suite, Peoplesoft
  • Experience of working in multi-disciplinary teams, collaborating to deliver change in fast-paced project environments
  • Ability to develop and manage stakeholder relationships at all levels in an organisation
  • Problem solving and creative thinking, with a strong attention to detail
  • Growth mindset, seeking and implementing feedback and maintaining flexibility to pivot and course correct as needed
  • A self-starter, able to operate independently
  • Experience with SaaS enabled ERP transformations (Oracle, SAP, Workday) or regulatory reporting would be a plus
  • Project management certification (PMP, Prince or equivalent) desired
  • Microsoft Excel proficient, able to analyse big data set

Education:

Bachelor’s degree in finance, Accounting, Business, Management, Engineering, or related field

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Job Family Group:

Finance

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Job Family:

Fin Solutions Dsgn & Implement

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Time Type:

Full time

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Primary Location:

Jacksonville Florida United States

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Primary Location Full Time Salary Range:

$113,840.00 - $170,760.00


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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Anticipated Posting Close Date:

Feb 13, 2025

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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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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