The Client Coverage Delivery is a Director level position under the Citigroup wide Client Analytics & Lead Finance Officer team. This team is focused on enhancing the client management dimension across all of Citi and for delivering timely and accurate client financials and providing insight into client segment performance. This role is responsible for defining, building, and distributing client financials to the firms' stakeholders and will work closely with the business teams and finance partners to create a single truth of client financials across the firm.
Responsibilities:
Lead a team in creating content for the business leadership teams
Key stakeholders include Sales leads (Corporate, Commercial, Private Bank, Financial Institutions), Product heads (Markets, Banking, Services, Wealth, US Personal Banking), and regional leads (country and cluster CEO's).
Deliver both ongoing and ad hoc analysis including client metrics for quarterly and monthly business reviews to driven client decisions
Provide analytics on scorecards and Key Performance Indicators (KPIs)
Digitize data in visualization tools to allow self-service of standard financial content
Serve as the Subject Matter Expert (SME) on topics for definitions of standard client financials
Implement financial initiatives and manage work of the department ensuring appropriate staffing and organizational structures are in place
Partner with the product teams to improve efficiency, effectiveness, productivity, and/or controls
Support creation of new Client Data Governance forum and ensure current and future data policies and governance principles are followed
Manage and direct individuals within the infrastructure area through relevant direct reports with a focus on improving process and tools
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
15+ years of relevant experience
8-10+ years of managerial experience
Experience in financial services
Demonstrated financial modeling skills with the ability to drive top down strategic and operational plan
Consistently demonstrates clear and concise written and verbal communication
Ability to build and maintain relationships and interact at all levels of an organization
Demonstrated leadership skills
Demonstrated problem-solving and decision-making skills
Education:
Bachelor's degree/University degree or equivalent experience
Master's degree preferred
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Job Family Group: Finance -------------------------------------------------
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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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