Operational Finance Analyst
hace 4 semanas
The Ops Sup Analyst 1 is an entry-level position responsible for providing operations support services, including record/documentation maintenance, storage & retrieval of records, account maintenance, imaging, and the opening of accounts in coordination with the Operations - Core Team. This role serves as the liaison between operations staff, relationship managers, project managers, custodians, and clients, providing day-to-day operations support in alignment with Citi operations support infrastructure and processes.
Responsibilities- Perform business analysis and documentation of the current and future state of Client Reports and Advices (client communication letters, notices, and confirms)
- Provide regular status updates for all project participants and create presentations for steering committee updates
- Work with various Legal & Compliance teams to obtain sign-off on all regulatory business requirements
- Serve as primary liaison between the key business stakeholder and technology, including recommending business priorities by advising stakeholders on options, risks, costs, prioritizations, and delivery timelines
- Create and facilitate training sessions, webcast demos, and write User Acceptance Test scripts and business scenarios against specified requirements
- Create, manage, and maintain project plans and act as the project manager for all follow-ups across various departments
- Work on multiple projects in parallel focusing on continued delivery of regulatory client deliverables, such as legal statements/performance reporting/advices/letters/notices
- Previous relevant experience preferred
- Proficient in Microsoft Office
- General knowledge of client reporting across the industry and our competitors
- Working knowledge of SQL environments and database queries
- Proven organization and time management skills
- Demonstrated problem-solving and decision-making skills
- Consistently demonstrates clear and concise written and verbal communication skills
Bachelor's degree/University degree or equivalent experience
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Operational Finance Analyst
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Xico, México Citi A tiempo completoOperational Finance AnalystThe Ops Sup Analyst 1 is an entry-level position responsible for providing operations support services, including record/documentation maintenance, storage & retrieval of records, account maintenance, imaging, and the opening of accounts in coordination with the Operations - Core Team. This role serves as the liaison between...
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