Operations Analyst - Data & Presentation - Officer

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Job Overview

The Operations Analyst will play a crucial role in supporting the Credit Product Strategy & Operations team by leveraging strong data analysis and presentation skills. This individual will be responsible for transforming complex data into clear, actionable insights and compelling presentations, ensuring operational consistency and supporting project execution within established guidelines.

Key Responsibilities:

• Reporting & Data Analysis: Develop and maintain comprehensive reports, and data visualizations dashboards using advanced Excel and Tableau to track key performance indicators, project statuses, and operational metrics.

• Presentation Development: Create high-quality, impactful presentations in PowerPoint for various stakeholders, including senior management, summarizing complex information, project progress, and analytical findings in a clear and concise manner.

• Issue & Risk Support: Assist in documenting and tracking issue resolution and risk mitigation efforts by preparing data-driven reports and supporting materials for MRAs, Corrective Action Plans (CAPs) and Self-Identified Issues (SIIs).

• Project Support: Provide analytical support for projects by creating and managing project trackers, timelines, and status reports in Excel, and preparing periodic project updates and summaries for leadership review.

• Operational Efficiency: Contribute to the implementation of best practices by developing standardized reporting templates and processes, ensuring operational consistency across business units.

• Governance & Controls: Support the team in maintaining and reporting on established governance mechanisms and controls, utilizing data analysis and presentation tools to highlight adherence and identify areas for improvement.

• Process Optimization: Analyze existing processes and data in Excel to identify opportunities for efficiency gains and optimization, presenting findings and recommendations to the team.

• Learning & Development: Actively participate in learning, development, and training opportunities, particularly those focused on enhancing analytical, data visualization, and presentation skills.

Knowledge/Experience:

• Demonstrable financial services experience, including 1-3 years in the Banking or extended Financial Industry.

• Strong understanding of data management and reporting best practices.

• Familiarity with financial processes and policies is a plus.

• Knowledge of Citi's internal systems is an advantage.

• Proven experience in preparing clear, concise, and professional presentations for senior audiences.

• Awareness and adherence to a strong control environment.

Skills/Competencies:

• Advanced Microsoft Office Proficiency: Expert-level skills in Microsoft Excel and Microsoft PowerPoint (e.g., creating visually appealing slides, storyboarding, presentation design). Familiarity with Microsoft Word.

• Analytical & Problem-Solving Skills: Ability to analyze data, identify trends, draw conclusions, and translate complex information into actionable insights using tools like Tableau.

• Communication: Excellent written and verbal communication skills, with the ability to articulate findings clearly and concisely to diverse audiences.

• Interpersonal Skills: Proven ability to build relationships, collaborate effectively with team members, and influence stakeholders.

• Organizational & Time Management: Strong organizational skills with the ability to manage multiple priorities, work under pressure, and meet deadlines effectively with minimal supervision.

• Attention to Detail: Meticulous approach to data accuracy and presentation quality.

Qualifications:

• BA/BSc in Business Analytics, Data Science, Information Systems, Finance, Accounting, or a related quantitative field. A higher degree (e.g., MBA) or professional certification is a plus