Fin Solutions Lead Analyst - C13 - MUMBAI

Finance Discovery PM/BA (C13)

Role Introduction / Overview

The Strategic Ledger Program has been established under the wider Citi Finance Transformation. The program strategy is to adopt and implement global standard Oracle SaaS/Cloud based accounting and ledger platform (the “strategic ledger”). The outcome will be a robust global process, governance, and controls to ensure consistent and materially accurate, complete, and timely ledger data and results.

The Finance Discovery PM/BA (C13) will be responsible for leading analysis across Discovery workstreams to identify, challenge and analyse key scope considerations for the programme. This will include both performing analysis, as well as providing support and direction to other BAs across the programme. The role will also help manage the plan, dependencies, and deliverables. The candidate should have experience working across complex projects with multiple stakeholders and be comfortable working in multi-disciplinary teams.

This is a C13 position in Citi.

Business / Team Overview

The Discovery team within the Strategic Ledger Program plays a pivotal part in ensuring all scoping hypothesis to achieve a target state are thoroughly explored. There are 9 workstreams performing discovery work across 3 pillars, accounting, data and technology. At the end of discovery these workstreams would have produced a number of artifacts that will enable senior leaders to decide on scope and timeline for execution.

The scope of the program includes:

• Centralize and standardize accounting into global accounting hubs and sub-ledgers
• Implement a standard sub ledger and general ledger for the firm
• Replace Citi’s current Operating and Reporting ledgers, including those embedded in bank-in-a-box platforms such as Flexcube
• Automate and streamline accounting and ledger processes and controls
• Address source data quality issues impacting ledgers in partnership with enterprise-wide data priorities
• Align contractual and instrument level balances and positions with financial balances

Key responsibilities in the role:

• Drive analysis across multiple workstreams to identify and align scope/design considerations (e.g., Data sourcing, financial processes, financial reporting, regulatory reporting)
• Translate analysis into meaningful deliverables (e.g., current state assessment, fit-gap analysis, requirements, design decisions)
• Lead workshops with Business and Technology stakeholders
• Draft requirements, and review with multiple stakeholders (e.g., Business and Finance Teams, Controllers, Technology)
• Support project management activities such as planning, risk and issue resolution, dependency management
• Prepare materials for key stakeholders and senior leaders to ensure they are kept informed and have the right information to hand to make key decisions as required
• Build strong relationships with workstream leads, PMO team, and business stakeholders

What knowledge, skills and experience we’ll need from you:

Ideal candidates would have experience in a Controller, Reporting, Finance Transformation or technology role at Citi or a similar institution. And experience working on change programmes such as platform implementation, BAU enhancement and automation initiatives.

The ideal candidate would also be highly motivated, team oriented, and a proactive problem solver. They will possess strong communication and interpersonal skills with the ability to understand and communicate complex information in a clear, concise manner to various levels of stakeholders including both end users and senior/executive leadership. They must feel comfortable navigating complex and ever-changing environments and be flexible with using both their Business Analyst and Project Management skillset.

Qualifications & Skills:

• 7+ years of relevant work experience with global corporations and financial services experience gained in Banking or in an associated consulting role
• Strong written/verbal communications skills; must be concise, articulate, and persuasive with the ability to articulate complex problems and solutions and the judgement and authority to provide insightful commentary to senior stakeholders.
• Understanding of US GAAP, IFRS, Local GAAP Accounting rules and COA
• Knowledge of Oracle, SAP or similar ledger platforms required e.g. Full Suite, Peoplesoft
• Experience of working in multi-disciplinary teams, collaborating to deliver change in fast-paced project environments
• Ability to develop and manage stakeholder relationships at all levels in an organisation
• Problem solving and creative thinking, with a strong attention to detail
• Growth mindset, seeking and implementing feedback and maintaining flexibility to pivot and course correct as needed
• A self-starter, able to operate independently
• Experience with SaaS enabled ERP transformations (Oracle, SAP, Workday) or regulatory reporting would be a plus
• Certified Accountant preferred
• Project management certification (PMP, Prince or equivalent) desired
• Microsoft Excel proficient, able to analyse big data set

Education:

Bachelor’s degree in finance, Accounting, Business, Management, Engineering, or related field