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Sr. Financial Manager for Citi Global Wealth Management Technology

Job Req ID 22512702 Primary Location Pune, India Job Category Business Strategy, Management & Administration
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About Organization:

Citi Global Wealth Management (GWM) is unified wealth platform that serves clients across the wealth continuum. GWM serves ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold Private Client and captures wealth management in the workplace through Global Wealth at Work. We also have leading investment solutions platform, which allows us deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Citi clients.

Job Description:

This role is for senior manager within Citi Global Wealth Management Technology (GWM Tech) Organization’s financial management team, an important part of Chief Operating Officer (COO) team of GWM Tech

This role would have a front row seat to witness of the organizational workings of GWM Tech & would directly support senior management & finance teams.

Key Responsibilities:

  • Responsible for developing & managing strong relationships with Technology, Leadership, Finance & Business Management teams
  • Drive some of the key financial management processes established to promote transparent, on time & sound expenditure of the budget
  • Work closely with Technology teams & Business Management teams to align the expenditure forecasts with the budget
  • Provide consultation to leadership team on the financial implications of the various technology initiatives
  • Lead the analysis for assessing the impact of certain events on financial forecasts, events like foreign exchange currency changes, inflation & assist in much more financial analysis & risk assessment
  • Act as a trusted advisor to leadership team on matters related to financial forecasts, expense drivers, variances, balance sheet impacts
  • Assist in driving & closing the monthly financials by coordinating between multiple regional finance teams & business managers
  • Analyze variances for multiple Lines of Business, compare financial forecasts to targets assigned & align financial forecasts across multiple systems
  • Co-ordinate between business managers & technology program managers on financial forecasting across multiple Citi systems
  • Lead the effort to co-ordinate the budgeting & forecasting of the next year’s budget plan
  • Implement the changes to organization hierarchy during the restructure.
  • Strive to optimize the financial management processes


  • 6+ years of relevant experience in financial or budget management
  • Strong interpersonal skills to co-ordinate with large teams of knowledge professionals, negotiate & prioritize the actions during the complex situations
  • Ability to work effectively with senior and middle level managers and with large interdisciplinary teams.
  • Consistent demonstration of clear and concise written and verbal communication
  • Analytical skills to interpret large volumes of data, spotting anomalies, assessing risks in financial forecasts
  • Proficiency in Microsoft office tools like Excel & Power point to create the materials for presentations & demonstrations to senior management
  • Experience in use of collaborative tools like Microsoft Sharepoint, One Drive & Confluence
  • Confidence to work with stake holders across all levels of management & geographic location
  • Knowledge of project management & workings of technology organization
  • A persuasive and passionate communicator with excellent public speaking skills.
  • Detail oriented and ability to multi-task.


  • Bachelor’s/University degree or equivalent experience, Masters 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.


Job Family Group:

Business Strategy, Management & Administration


Job Family:

Business Management


Time Type:

Full time


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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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