Client Reporting Analyst - WARSAW

Client Reporting Analyst – WARSAW

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, communication to Citi’s client reporting team.

By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Team/Role Overview

The aim is to perform data cleansing tasks which will enable Citi to provide market-leading customer tax reporting to clients of the Private Bank. Employee will be responsible for review, investigation, and data enhancement of securities transactions and related calculations.

This position supports the clients positive experience by high quality level of support for tax reporting. The person will act as a tax data quality analyst to support CPB and is expected to constantly enhance its product and transactions particularities knowledge in order to anticipate and address clients’ needs.

This role will report into the Data Quality Manager Lead based in Warsaw and will be expected to investigate exception events, understand the nature of the event, and perform system inputs to enable a robust dataset from which high-quality reporting can be derived.

What you’ll do

• Responsible for daily and historical transactions investigation, review and reconciliation in order to prepare proper financial data for tax reporting purposes
• Investigate and resolve Tax Data Quality discrepancies
• Prepare finance excel calculations
• Ensuring high quality of service delivered to the clients
• Ability to proactively identify and resolve complex financial data integrity issues
• Ensuring all issues / potential issues that could have negative impact on the performance and image of the department are escalated appropriately and in a timely manner
• Additional business-oriented tasks requested by manager
• The role involves working in close partnership with Operations, Technology, and the business

What we’ll need from you

• Minimum 2 years experience within financial institution
• Understanding of the nature of work within banking operations
• Good knowledge of financial instruments. Understanding of Corporate Actions is a must
• Effective Time management - ability to prioritize tasks, meet deadlines when working under pressure
• Detail-orientated with good organizational skills
• Excellent organizational skills and ownership to complete assigned tasks independently
• Ability to demonstrate proficiency with Microsoft Excel, Word, Outlook
• Fluent English
• Higher education – economic profile or similar
• Certificate in banking or finance would be an advantage

Education:

• Bachelor’s/University degree or equivalent experience

What we can offer you

By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits such as:

• Private Medical Care Program
• Life Insurance Program
• Pension Plan contribution (PPE Program)
• Employee Assistance Program
• Paid Parental Leave Program (maternity and paternity leave) 
• Sport Card
• Holidays Allowance
• Sport and team recreation activities
• Special offers and discounts for employees
• Access to an array of learning and development resources 
• A discretional annual performance related bonus
• A chance to make a difference with various affinity networks and charity initiatives

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day.  We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. 

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

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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.

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