Finance AI and Data Business Analyst - Assistant Vice President

Job Overview:

Finance Technology catalyst for technology and process transformation, enabling Finance teams to replace manual, non-compliant workflows with scalable, automated, and simplified systems across the bank. ​

Driving Innovation, efficiency and scalability through automation and Integration, these solutions enable Citi to comply with regulatory mandates and empower our businesses to achieve their goals, both current and long-term. 

 

As part of Finance technology, our products and initiatives adhere to Citi’s strategic architecture principles and support the end-to-end integration of multiple global functions within the bank including Finance, Risk, and Controllers. 

 

About the Role:

 

The Technology Product Management Analyst is a strategic professional who owns defining our overarching product strategy, spearheading business engagement and transformation and contributing to directional strategy for AI, integration and automation capabilities.

Key responsibility will be defining Product vision, strategy and roadmap, develop solution proposals, business cases, solution design and tactics in engagement with Business and Technology stakeholders.

This role will be responsible for leading business process redesign, map existing and to-be processes for operational optimization, digital transformation initiative and change management.

With Data at the heart of everything we do, this role will require strong data analytical skills, tracing lineage of data, and developing conceptual and logical data models.

The role is expected to drive cross-functional collaboration and effective communication with business and technology partners, to guide, influence and convince others and lay the direction for Product development.

 

Responsibilities:

• Understand requirements through partnership with business users, cross functional teams, and stakeholders.
• Ownership of the requirement backlog and roadmap, strategy, outlining the vision and direction for the product offering over time, to ensure users derive the most value possible from the product.

• Perform analysis and mapping to trace lineage of data and develop conceptual and logical data models.
• Collaborate with various teams and application owners to unify data concepts across finance applications across Citi.
• Appropriately assess risk and impact when business decisions are made, demonstrating 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.
• Understand and anticipate user needs. Analyze gaps in capabilities, opportunities for optimization and efficiency and enhancing user experience, remediating risk, and control gaps.
• Provide evaluative judgment based on analysis of information in complicated and unique situations, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
• Report control issues with transparency and take accountability of deliveries.
• Develop plans and execute functional strategies, requiring coordination and integration across units.
• Help the team prioritize, negotiate, and remove obstacles to achieve business results, and assist in identifying and removing product development blockers.
• Coordinate UAT testing with technology and business users.
• Conduct data analysis to document business requirements at the right level.

Must-have skills:

1.Strong understanding of Finance processes and data flows, record to report, Accounting, reconciliation, regulatory reporting and close process, with ability to interpret financial data. Familiarity with Financial products and asset classes, with an appreciation of how transactions flow from source product systems to financial reporting.

2.Strong working knowledge of AI/ML concepts and their practical applications in business processes across financial services.

3.Ability to critically assess where AI adds value vs, where traditional rule-based automaton / process improvements are more effective ensuring pragmatic and cost-efficient solutions.

4.Data analysis, basic, SQL, Python will be added advantage.

5.Process mapping and problem structuring, breaking down complex workflows into components.

6.Proven ability to translate ambiguous business problems into structured AI opportunities, including defining problem statements, required data inputs and expected outcomes.

7.Stakeholder and consulting skills to engage with senior Finance stakeholders , ask right questions and challenge current ways of working to identify root-cause of problems.

8.Experience with Automation and AI-led transformation projects.

 

 

 

Qualifications:

1.       Techno-functional profile with hands-on experience building tech products that solve real and pressing problems in highly complex and regulated environments.

2.       Strong background in financial domain and data modelling, accounting, ledger, asset classes etc.  5+ years of experience as a business analyst in financial services, driving BPM, digitization and Transformation initiatives in a global set up preferred.

• Strong background in Data Management, Data Governance, Transformation initiatives in a global set up preferred.
• Experience in logical data modeling, data warehouse and data fabric implementation.
• Data Oriented, strong analytical/problem-solving skills, related to working with datasets, with an excellent attention to detail.
• A deeply analytical and experimental mindset. Proven ability to use data to inform and validate decision.
• MS Excel, SQL knowledge required, able to query data and analyze.
• Consistently demonstrate clear and concise written and verbal communication

• Proven interpersonal skills with ability to partner and influence across organizational lines

• undefined

Education:

• Bachelor's degree/University degree in finance or statistics.
• Master's degree in Finance/ technology is preferred.
• Knowledge of Agile/Scrum/SAFe (certification preferred)

 

 

 

 

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Job Family Group:

Technology

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Job Family:

Technology Product Management

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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