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This role will support our senior executive Technology and Operations leaders in the Wealth Data team requiring strong cross-functional partnership to drive departmental performance and business objectives.

Responsibilities:

Collaborating with business unit leaders and other departments to provide financial guidance, support strategic initiatives, and ensure alignment on financial goals

Build relationships with senior leadership as well as with the Corporate Functional Leaders and support teams

Understand and represent financials in partnership with Finance including the annual budgeting and forecasting processes along with reviewing budgets/forecasts/monthly actuals, supporting monthly processes and controls (approvals, accruals, recharges, etc.),

Develop workforce plan inclusive of appropriate resource mix and location strategy, tracking headcount and recruitment pipeline in line with established targets and global business line strategies

Monitor vendor processes and approvals in partnership with Sourcing, ensuring compliance with vendor risk management framework and preferred supplier and product strategies

Coordinate agendas, content and papers for management meetings and other executive presentations

Build colleague engagement and communication strategy, including town halls, response to employee survey, recognition schemes, learning & development planning and internal/external brand development & promotion

Participate in people processes in partnership with HR including annual objectives setting, organizational design, succession planning, recruitment and early careers

Support portfolio management requirements to create accurate resource forecasts and project spend reporting

Enhancing reporting frameworks, automating business dashboards, and contributing to the improvement of KPI monitoring

Leverage global processes ensuring that regional requirements are include standard reports and commentary

Develop and align regional business management operating model with global practices

Manage and develop team, making hiring decisions to ensure the right resources are in the right location to deliver against objectives

Continuously prioritize workload and meeting schedule against deliverables, considering time zones

Required Skills:

5-7 years of experience with financial management including the review of budgets, forecasts and monthly actuals in financial services domain.

Detail-oriented and structured in approach to prioritization, analysis, planning and reporting; Able to multi-task, manage multiple projects and work under pressure to deliver high-quality outcomes

Sets high standards for self and others with a strong desire to overachieve on agreed objectives

Stakeholder Management – Team player with good communication skills, able to work effectively within a global team

Service Framework – Leverages, supports and builds shared services to deliver globally consistent output and reporting using global source, enterprise data

Education:

Bachelor’s Degree in Finance, Business, Computer Science, Information Systems. MBA preferred.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Technology

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Job Family:

Applications Development

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Time Type:

Full time

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Primary Location:

Irving Texas United States

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Primary Location Full Time Salary Range:

$125,760.00 - $188,640.00

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

Please see the requirements listed above.

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Other Relevant Skills

Budgeting, Cost Allocations, Data Analysis, Data Visualization, Demand Forecasting, Financial Planning.

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Anticipated Posting Close Date:

Oct 31, 2025

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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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) ._

_View Citi’s EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) poster._

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.