Recovery and Resolution Planning - SVP

Recovery and Resolution Planning (RRP) is responsible for the design, development and maintenance of the firm’s recovery and resolution plans and related capabilities. The plans require development of central strategies to support timely and effective execution of various financial, legal and operational actions during periods of unprecedented stress. Development of the plans requires coordination with stakeholders across the organization, including technology, finance, treasury, operations and businesses, to ensure execution readiness. RRP sets the requirements for and reviews plan documentation to ensure that it meets regulatory guidelines and is fit for purpose to guide management and board throughout both the planning and execution phases. RRP is also responsible for identifying required capabilities necessary to support plan development and execution and for establishing the framework to support capabilities testing. Finally, RRP oversees and manages the governance process associated with plan approval and submission along

with regulatory engagement for plan review and challenge.

The RRP Financial Forecasting Lead is a key leadership role in Citi's RRP organization. The role will support the development and execution of Citi's RRP forecasting capabilities, coordinating with key partners across Treasury, Finance, Lines of Business and Risk Management. This role ensures the integrity, automation, and operational performance of Citi's RRP forecasting capabilities. The individual will be able to plan and execute the forecast production across material legal entities leveraging Citi's applications, systems and controls to support reliable results. The role requires subject matter expertise in capital, liquidity, and balance sheet forecasting and analysis with the ability to develop and implement assumptions consistent with Citigroup's RRP strategies.

Key Responsibilities:

• Design, implement and execute Citi's RRP forecasting capabilities, ensuring alignment with internal methodologies and regulatory expectations

• Oversee data sourcing, application deployment, control execution of forecasting process to ensure accuracy, completeness and consistency in RRP forecasting output and reporting

• Enhance workflows leveraging data and analytical tools

• Partner with technology, risk and finance teams to continually improve production processes and efficiency

• Provide internal subject matter expertise for the RRP financial forecasting processes across internal stakeholders

• Support RRP forecasting governance forums by providing data-driven insights, trends, and recommendations for senior leadership

Qualifications:

• 10+ years of experience in financial forecasting, data modeling, risk analytics or treasury activities within a global financial institution

• Strong technical expertise in data analytics, including experience with Tableau, Power BI, Python, etc.

• Exercised proven PowerPoint and Excel skills; experience with financial modeling, data analytics, or financial forecasting tools is a plus

• Strong understanding of financial products and regulatory requirements in the banking book and/or trading book domain

• Understanding of U.S. regulatory reporting requirements and their data implications.

• Proven ability to lead cross-functional initiatives and drive data transformation projects within Finance, Risk, or Treasury functions

• Excellent communication and presentation skills, with the ability to convey complex data insights to senior management and regulators

• Strong project management skills, with experience in process improvement and automation initiatives

• Strong understanding of financial services data, regulatory requirements, and compliance frameworks – interest in building Recovery and Resolution Planning knowledge/expertise

Education:

• Bachelor’s or Master’s degree in Finance, Data Science, Business, Economics, or a related field

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Job Family Group:

Finance

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Job Family:

Financial Solutions Design & Implementation

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Time Type:

Full time

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Primary Location:

NC-CHARLOTTE (BALLANTYNE)

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Primary Location Full Time Salary Range:

$145,840.00 - $218,760.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Assessment, Change Management, Communication, Credible Challenge, Management Reporting, Problem Solving, Program Management, Risk Management, Stakeholder Management, Strategic Planning.

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Other Relevant Skills

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

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Anticipated Posting Close Date:

Oct 30, 2026

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

 

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

 

Illinois residents – AI Notice and Right

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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.

 

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 Citi’s EEO Policy Statement and the Know Your Rights poster.