Financial Systems and Process Lead will be responsible for improving reporting processes and overall change management related to business and finance initiatives.  This role will perform impact analysis ensure business readiness and interface with Business Analytics, LFOs and Finance functions.  Additionally, this role will improve Wealth financial systems and processes that support the LFO and business reporting to drive efficiencies and process improvements.

Candidates should have strong data analysis skills along with depth of experience in senior level communication (power point) in additional to the ability to multitask and execute in a dynamic environment. Experience with Wealth data systems and products is preferred. Depth of experience with data concepts, accounting, AI and transformation initiatives is required.

Responsibilities:

• Support the Wealth Controller and Wealth CFO and other senior management with insight and analyses on data, technology  and key financial statement drivers.
• Contribute to the quality and completeness of the Control Framework to ensure accuracy and soundness for all Wealth metrics and management reporting systems
• Ownership for process and systems improvements and change management interfacing with the Business
• Help drive continuous improvements in efficiency, timeliness, and quality of information supporting the LFO and Business
• Partner with various global functional teams to deep dive and analyze complex topics such as funds transfer pricing, liquidity premium and RWA.
• Serve as back up to the Wealth business product lead on critical initiatives.

Qualifications:

• 10+ years of experience in financial reporting, accounting, financial analysis.
• Ability to monitor tight deadlines or unexpected requirement changes, with the ability to anticipate and balance needs of multiple stakeholders
• Excellent verbal and written communication skills, with the ability to present complex financial information clearly to various audiences
• Proficiency in financial systems and accounting software
• Wealth business and product knowledge is preferred
• Strong analytical skills, process and data mapping
• Experience on complex programs with demonstrated focus on Risk and Controls
• Financial reporting experience
• Demonstrated experience with process improvements and financial systems strategy

Education:

• Bachelor’s/University degree, Master’s degree preferred
• CPA preferred but not required

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Job Family Group:

Finance

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Job Family:

Financial Accounting

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Time Type:

Full time

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Primary Location:

Irving Texas United States

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Primary Location Full Time Salary Range:

$144 480,00 - $216 720,00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

nov 21, 2025

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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