Senior Financial Management Specialist

hace 2 semanas


Xico, México Citi A tiempo completo
About the Role

We are seeking a highly motivated and detail-oriented Senior Financial Management Specialist to join our team at Citi.

Key Responsibilities
  • Prepare non-standard product documentation based on client requirements, ensuring accuracy and timeliness.
  • Analyze amendments to standard product documentation with stakeholders, including product/legal/compliance partners, to ensure seamless implementation.
  • Coordinate regional and global cash management solutions of small size and low complexity, minimizing deal slippage and associated revenue conversion lead time.
  • Effectively report project status, escalating effectively for "on hold" and slow-moving deals, to ensure timely resolution.
  • Ensure strict adherence to defined quality standards and practices outlined in "best practices" collateral, consistently achieving "excellent" ratings in scheduled quality reviews.
  • Cultivate strong partnerships with Sales, Product Management, Client Services, and Operations teams to ensure client satisfaction, leveraging Citi's global resources and escalation channels as required.
  • Maintain detailed and timely functional partner engagement, utilizing defined tools effectively (e.g., CRM engagement and completed CSR handover process 4/6 weeks before scheduled "go live").
  • Participate in client meetings, working closely with TTS Product Sales and Relationship Managers, to drive positive client survey scores and documented post-implementation reviews.
Requirements
  • 0-2 years of relevant experience in financial management or a related field.
  • Results-oriented mindset, with evidence of proactively driving projects to conclusion.
  • Excellent communication skills, with ability to negotiate, make decisions, and solve problems effectively.
  • Organizational and planning skills, with ability to manage high workloads within pressurized environments.
  • Flexibility, with ability to manage varying workloads (volume, complexity, and composition).
  • Ability to manage complex integration solutions, working alongside Technical and Technology teams.
  • Good work ethic, with willingness to take a "hands-on" approach to ensuring all elements of the solution are delivered as specified.
  • Attention to detail, with experience working in controlled environments.
Salary Information

The estimated salary range for this role is $60,000 - $80,000 per annum, depending on location and experience.



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