Treasury Data Solutions Lead Analyst / Change Manager ( C13) - C13 - HEREDIA

Posted:
11/14/2024, 4:00:00 PM

Location(s):
Heredia Province, Costa Rica

Experience Level(s):
Expert or higher ⋅ Senior

Field(s):
Business & Strategy

The Liquidity Change and Data Management team within the Treasury organization works closely with stakeholders to define, drive and execute end-to-end process design and implementation efforts for processes, controls, infrastructure and operational toolsets required to support the day-to-day Liquidity Risk Management and reporting functions. These functions include but are not limited to liquidity regulatory reporting and metrics, management reporting and liquidity stress testing which span global Treasury groups, Finance functions, technology partners and business partners. The team is responsible for delivery of Treasury’s transformation objectives and collaborates with stakeholders to identify priorities, coordinate efforts and track progress, and define and implement best practices.
 

The Treasury Liquidity Data Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. This individual will support the delivery of cross platform automation solutions within the Global Liquidity Reporting System (GLRS) with a specific focus on cross-product related reporting solutions. This role requires a disciplined, process-oriented approach to delivery and project management with the ability to function in a dynamic and fluid environment, strong attention to detail, ability to multitask and communicate with stakeholders and sr. management.
 

Responsibilities:

  • Ensure that each program and project consistently comply with Citi project management standards, controls, internal and external audit requirements as well as industry best practices

  • Write business requirements, test plans and support testing of data and changes

  • Conduct data analysis and support root cause identification for data issues; prepare summary of analysis to actionable steps or conclusions

  • Define control requirements and improvements required on upstream data

  • Develop, document, and supervise the operation of the product project management framework, practices, stakeholder roles and responsibilities and executive level senior status updates

  • Raise and escalate issues affecting portfolio and governance as appropriate.

  • Liaise with all program/ project stakeholders to ensure project investment requests, JIRA’s, Risks and Issues are issued in a timely manner to be reviewed prior to planning and governance meetings.

  • Develop, document, and supervise the operation of the product project management framework, practices, stakeholder roles and responsibilities and executive level senior status updates

  • Communicate and collaborate regularly with internal business partners end users in Treasury, Finance and Risk to understand pain points in existing reporting operations and develop solutions that deliver measurable benefits; foster an environment of continuous improvement

  • Partner with colleagues in Treasury, Finance, Data Services and Operations and Technology on responses to regulatory requests, ensuring consistent communication across the firm.

  • Support the development of scalable solutions in anticipation of future regulatory reporting requirements.

  • Support the overall liquidity reporting change management process from data sourcing to report output.

  • Supporting traceability from requirements through to quality assurance, which may include the definition of test plans, documentation of test scripts. Assisting Treasury Liquidity Transformation leadership in optimizing the scope, benefits, and risks of proposed projects; help manage expectations of users and management.

  • Coordinate and contribute to the strategic business initiatives under guidance of senior leadership, including the yearly budget cycle and investment requests.

  • Support of the production rollout process, including production checkouts and post-production support

  • Performs other duties and functions as assigned.

Basic Qualifications:

  • 6-10+ years of relevant experience, within the financial services industry preferred

  • Bachelor’s Degree

  • Requires communication and diplomacy skills to guide and influence others with the ability to engage a wide variety of people across functions and team

  • Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment.

  • Self-motivated with the ability to make decisions in the absence of detailed instruction including managing through ambiguity.

  • High energy, self-starter with a flexible and pragmatic attitude and a desire to show continued progress.

  • Strong problem-solving skills with the ability to identify key issues, gather data to investigate those issues and develop actionable recommendations.

  • Experience with process mapping, including understanding the “As Is Process” and designing/outlining the End State process.

  • Ability to understanding technical and functional specifications documents written by technology teams.

  • Expert proficiency in Microsoft Excel, including graphing pivot tables, reference functions and data analysis.

  • Proficient in executive level PowerPoint

  • Candidate must be organized and have a technical mindset

Preferred Qualifications:

  • Master’s Degree Experience with the Software Development Life Cycle (SDLC), including the development and documentation of critical project deliverables required to support closure of each phase.

  • Experience working on regulatory reporting initiatives and interfacing with internal audit and risk control groups is preferred.

  • Understanding of multi-tiered systems concepts including databases, user interfaces and data processing Diagnostic skills to support production daily processes and responding to issues reported by the business in a fast-paced environment that requires immediate decision making and actions to resolve issues.

  • Working knowledge of SharePoint and JIRA applications

  • SME knowledge of Treasury Liquidity Reporting and Treasury Liquidity concepts

Advanced English skills are a mandatory requirement

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Job Family Group:

Finance

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Job Family:

Fin Solutions Dsgn & Implement

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Time Type:

Full time

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