Lead Finance Officer - Legal & CSIS, SVP

This Lead Finance Officer (LFO), SVP will be responsible for supporting the Legal and Citi Security & Investigative Services (CSIS) functions and will partner and act as a trusted advisor to Legal and CSIS senior leaders, including the General Counsel, Head of Legal and Head of CSIS, and their respective COOs and CAOs.  The role will engage and drive the relationship with the Executive Management Team and business partners through strategic leadership, execution of key priorities, providing thoughtful challenge and insightful analysis. 

The role will drive strategic outcomes through partnering with key leadership across the firm.   The role interacts closely with Business Finance teams and will leverage these interactions to provide transparency into investments, drivers of cost, and associated benefits.

The LFO teams play a key role in the day-to-day of the businesses, with ownership of the overall budget and plan, is accountable for business review materials, and partnering across the firm to ensure a deep understanding of financial investments, resource management, driving operational efficiency and the execution of the business strategy. 

Responsibilities include:

• Partner and act as a trusted advisor to an EMT member, business, and functional partners for all strategic and tactical financial business decisions
• Engage and drive the relationship with business partners through strategic leadership, execution of key priorities, thoughtful challenge, and insightful analysis
• Lead the strategy, execution and implementation of finance specific programs, projects and/or exercises
• Own (provide insight & input in) the overall budget and forecast planning, through engagement with business and other partners; provide insightful input into reporting and variances, utilizing financial report output created by the FP&A team
• Own and have accountability for business review materials, QBRs, metrics and reporting, in partnership with other key business contacts, ensuring both the financial and strategic story aligns with overall business strategy
• Responsible for oversight and approval of changes to an approved plan or outlook for day-to-day execution and strategic efforts
• Drive and have accountability for reviewing investment strategies, having a deep understanding of business cases, fully understanding the proposed work and being able to articulate the outcomes and benefits of the investments
• Drive opportunities and the execution of optimization and efficiencies within the business and functional areas
• Drive transparency and understanding of the charge out of function costs to lines of business including quarterly updates and annual roundtables
• Partner with Chief Operating Officer of each function to ensure disciplined process for resource management and alignment of technology spend with strategic priorities
• Support and contribute to the overall Finance organization Transformation agenda
• Prepare updates which provide an overview of the status and health of your teams including, headcount, recruiting, employee feedback, attrition, etc.
• Provide strategy for driving change within your own team inclusive of transformation efforts, e. g., process efficiency, reduction of EUCs, etc.
• Manage the relationships, book of work and expectations with the Mumbai and Costa Rica teams
• Drive risk & control agenda including data accuracy and timeliness of financial reporting and metrics; identify, assess, and escalate risks

Qualifications:

• The ideal candidate will have 8-10 years of experience in Finance or related fields, with experience interacting with and influencing senior managers, leading, and managing C-level leaders
• Experience supporting functional disciplines a plus
• Proven track record of building strong relationships with senior executives
• Exceptional analytical skills, combined with an ability to deliver analysis in a concise manner
• Strong leadership skills and ability to manage cross-functional teams
• Excellent communication skills (written / verbal)
• Results/task orientated with excellent attention to detail
• Ability to manage and prioritize effectively and resolve conflicting priorities
• Experience in business/corporate strategy is a plus
• Bachelor's degree required; MBA preferred

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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.

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