Skip to main content


Fund Accounting Operations Transformation Lead-Hybrid

Tampa, Florida| Columbus, Ohio

Job Req ID 23606711
Apply Now


Citi is undergoing a Transformation to modernize and simplify the bank. We’re raising the bar and taking the opportunity to reevaluate the way we do business. This includes fostering a culture of curiosity and excellence and shifting our mindset to be simpler and data driven, making Citi an easier place to work and improving client experience. If you’re ready to be at the forefront of Transformation while taking your career to the next level, we invite you to come and join us!

Success Profile

As one of the world’s most global banks, Citi gives you the tools to make a difference. Through Transformation, we’re building the future of the bank and shaping the banking industry. Citi employs over 220,000 individuals located around the world, encompassing a broad range of teams, roles, cultures and backgrounds. Some of the skills that will make you successful in this role include:

  • Cross-Functional Collaboration
  • Credible Challenge
  • Risk Management
  • Data and Results Driven
  • Accountable
  • Adaptable


The Transformation Lead is a senior management role with responsibility for working with the Product organization in defining requirements, building workflows, testing, building out an operations team and on-boarding clients to a new accounting platform.  This includes and is not limited to working across all streams and overseeing the deployment of key requirements, successful testing and end-to-end operational readiness and resourcing & training of key personnel.  A close and effective working relationship with internal partners in Technology, Product, and eventually Client Executive and Account Management is a key requirement.

The role-holder will form part of our Digital First Leadership Team and will participate/lead presentations to senior management on status.

Project success will drive consolidation of legacy accounting platforms to FundGuard.

Primary Responsibilities:

  • Developing current state/future state requirements documents working with the Product team
  • On-boarding additional operations team members to support the pilot work
  • Ensure end-state service and operating models are aligned strategically, they are robust and processes & controls are compliant with Citi, Client and other parties (e.g., Regulators, Auditors) policies and requirements
  • Assist in setting and executing our operational readiness strategies as they relate to new client onboarding
  • Ensure the hand-over plan from project and conversion to BAU is fully documented and tested
  • Oversee the conversion activities and related parallel runs
  • Working with the operational teams to ensure agreed service level standards are realistic and attainable in a sustainable and robust environment
  • Minimize the number of MTP’s in the operations and in advance of go-live ensure there is a ‘path to automation’ for any manual / semi-automated process.
  • Work with global locations as necessary to ensure end-to-end workflows and controls, enhancements, and models are fully tested and operationally ready
  • Provide senior management with effective reporting as well as maintain an environment where progress is monitored and managed effectively, and potential risks escalated on a timely basis

Qualifications & Experience:

  • 15+ years of relevant Fund Administration experience
  • 8-10+ years of managerial experience
  • Demonstrated experience in operational process management and deployment
  • Excellent communication skills, written, oral and presenting to senior stakeholders and clients
  • Demonstrated organization and people management skills
  • Ability to resolve operational issues and business trade-off


Bachelor’s degree/University degree or equiv


Job Family Group:

Operations - Transaction Services


Job Family:

Fund Accounting


Time Type:


Primary Location:

Tampa Florida United States


Primary Location Salary Range:

$126,510.00 - $189,760.00


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

Apply Now
  • Join our team
    of 220,000+
    strong diverse employees

  • Socially minded employees volunteering in communities across 90 countries

  • Meaningful career opportunities thanks to a physical presence in over 95 markets

We foster a culture that embraces all individuals and encourages diverse perspectives, where you can make an impact and grow your career. At Citi, we value colleagues that demonstrate high professional standards, a strong sense of integrity and generosity, intellectual curiosity, and rigor. We recognize the importance of owning your career, with the commitment that if you do, we promise to meet you more than half way.

Success Stories

Usman B.

Usman B.

“By joining Transformation, you will be at the center of driving change at Citi. You’ll help us lay the foundation to make this a better place to work and do business by implementing sound risk and controls. This team will give you a launchpad of endless opportunities to grow as a professional and challenge yourself while working across various functions.”

Risk & Controls Transformation Lead
New York

Cynthia D.

Cynthia D.

“Citi hires people for their potential and not just their experience. This gives people, including myself, the opportunity to try different roles and explore new careers. Transformation at Citi is a new adventure and will challenge how we do things at Citi: with clients, with regulators and with our peers.”

Mexico Transformation Head

Dan F.

Dan F.

“Data Transformation is a great area to be a part of at Citi. Data is at the heart of our business and ensuring that our data is of good quality with clear ownership is imperative to our success.”

Data Operating Model and Governance Program Lead
New York


Shahzad A.

“This is an exciting area to work in at Citi! Being part of Transforming a 200+ year-old institution is a once in a lifetime opportunity. This is relatively new work, so not only you can learn new skills and get exposure, but you can play a pivotal role in shaping the Citi of the future.”

Data Tooling and Capability Head

Saved Jobs

You have no saved jobs

Previously Viewed Jobs

You have no viewed jobs