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Capital Transformation Planning Initiative VP C13– Governance, Senior Manager

Job Req ID 22493030 Location(s) New York, New York; O'Fallon, Missouri; Jacksonville, Florida Job Category Finance
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As part of Citi’s Capital Transformation efforts, the Planning Initiative is responsible for implementing a defined, integrated, agile, well-controlled, and well-governed end-to-end integrated forecasting approach that drives effective decision making, informs prudent management of the firm’s resources, supports our firm wide culture and strategic priorities, and is fully integrated with strategic risk appetite, risk processes, and capital planning. The Planning Initiative team will focus on building multi-year forecasting processes to enable central decision making and advance existing forecasting capabilities through automation, improved governance, and enhanced controls. The team's activities are focused across the stress continuum, ranging from BAU business planning to stress environments, including CCAR/DFAST. Our capabilities include forecasting balance sheet, P&L, capital capacity and ratios and related measures, such as Risk-Weighted Assets; coordinating associated regulatory submissions; and improving the systems and processes used to perform these activities.

The Planning Initiative comprises six key projects: (i) Process Design and Controls, (ii) Models, (iii) Governance, (iv) Data, (v) Technology and (vi) Organization and Resourcing. The Planning Initiative Governance Project is responsible for the design and implementation of first- and second-line governance requirements over Citi’s forecasting and stress testing capabilities, the enhancement of governance over CCAR/DFAST processes, and the shepherding of related milestones and regulatory commitments through internal review and challenge and validation processes.

The Governance Subject Matter Expert (SME)/Regulatory Program Manager is a vital member of Citi’s Capital Transformation team. The Governance SME will support the Planning Governance Lead by ensuring that the Planning Governance milestones are executed and closed in an efficient, effective, and controlled manner while facilitating collaboration across the different stakeholders involved. Leveraging risk and controls experience, the Governance SME will help to ensure that industry best practices in planning and stress testing governance are incorporated into project plans and evidenced in milestone closure submissions.

Reporting to the Planning Governance Lead, the Governance SME will support specific workstreams within the Planning Governance project. The SME will oversee one or more workstreams, the associated milestones, deliverables and activities, their status reporting, resource coordination, project planning & dependency management in conjunction with the Planning PMO team. Further, the SME will support the Initiative Lead by ensuring that initiatives across the Planning Initiative are executed in a collaborative, efficient, effective, and controlled manner leveraging an agile approach.


  • Day to day facilitation of Governance project and workstream management success.
  • Apply risk & controls subject matter expertise to review and challenge activities planned to address Planning Governance milestones, and artifacts submitted to evidence milestone closure
  • Review, update and suggest revisions to Policies, Standards and Procedures governing quarterly, multi-year and CCAR/DFAST forecasting processes
  • Support the implementation of Policies, Standards, and Procedures for quarterly multi-year and CCAR/DFAST forecasting
  • Incorporate lessons learned from implementation of governance requirements for the quarterly multiyear forecasting process and enhance the approach for future quarters
  • Partner with stakeholders to collect and document artifacts to evidence milestone sustainability and closure
  • Lead milestone/deliverable closure activities, including written narratives and artifact compilation, in conjunction with Accountable Executives, Milestone Owners, workstream leads, first- and second- line of defense stakeholders and Internal Audit.
  • Liaise with Internal Audit and provide support in fulfilling their requests for information throughout the milestone lifecycle (e.g., kickoff, implementation, pre-closure, validation)
  • Work in conjunction with and support Governance PMO team in their day-to-day ownership of program delivery.
  • Analyze and maintain the Governance Action Plan, ensuring it is well understood, adhered to and fit for the purpose of delivery and closure. Work with PMO team to process Change Requests as needed.
  • Support identification of risks, dependencies and issues across the Program and coordinate joint understanding, impact assessment, mitigation actions and methods for tracking.
  • Coach and support Workstream Leads, stakeholders and partners in identifying, assessing, escalating and resolving issues/impediments.
  • Assess risks, dependencies and issues to determine and escalate to Finance leadership where appropriate.
  • Proactively develop and maintain materials that are conducive to initiative, project and workstream meeting agendas, encouraging collaboration, risk/issue resolution and progress towards closure.
  • Oversee dependency, regulatory Gap and issue mapping relationships to ensure full understanding, facilitate ongoing narrative building to consensus.
  • Support Capital Transformation reporting and informational updates to Program Leads and stakeholders/sponsors.
  • Develop/analyze reports to identify trends, patterns, and issues related to the management of FTO initiatives/milestones/deliverables, and present findings and recommendations to Program Leads.
  • Continuously assess the initiative processes to drive consistency, introduce improvements and best practices, as needed.
  • Collaborate with other SMEs and PMOs to promote an environment conducive to information exchange.

REQUIRED Qualifications:

  • 10+ years of experience in Financial Services industry and/or Financial Planning & Analysis function
  • 4-7 years of experience in Program/Project Management with proven success in project management and execution of transformation/organizational change initiatives within the Finance function of a Banking firm
  • Governance, risk and controls subject matter expertise within Financial Services is strongly preferred; second and/or third line of defense experience a plus
  • FP&A and/or CCAR/stress testing experience preferred
  • Excellent written communication skills, with ability to develop persuasive narratives explaining how completed milestones/deliverables meet regulatory commitments
  • Track record of success in delivering high quality work in a fast paced and dynamic environment within a heavily matrixed organization
  • Ability to maintain confidentiality
  • Detail oriented and organized
  • Critical thinker and strong analytical skills
  • Self-starting with the ability to multitask and prioritize.
  • Excellent quantitative and qualitative skills; able to analyze information, draw conclusions, identify trends and issues, and diagnose root cause of issues
  • Ability to support cross-functional projects and teams with varied disciplines.
  • Proven experience in monitoring, reporting and facilitating project progress.
  • Analytical mindset to resolve issues in a variety of complex situations
  • A proactive team player who will implement initiatives effectively and motivate others to contribute
  • Strong communications (written, verbal and interpersonal) skills, including tact, diplomacy, and ability to influence senior executives
  • Integrity, maturity, dependability, a positive professional attitude


Job Family Group:



Job Family:

Fin Solutions Dsgn & Implement


Time Type:

Full time


Primary Location:

New York New York United States


Primary Location Salary Range:

$132,320.00 - $198,480.00


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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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