Total 5 Design Director job vacancies in Finance / Banking / Insurance category in The United States of America

Lead Finance Officer for a portfolio of Retail Services partner credit programs, the Specialty Partners Group (or “SPG”) partnering with merchants in the U.S that include a number of marquee names (like Wayfair, Tractor Supply, BrandSource, Goodyear, Shell).  Responsible for leading the financial analysis team in the areas of pricing, investment decision support, expense management as well as partnering with external client and multiple functions within Citi.  Be a key leader in the ongoing development of the program strategy.  Drive profitable growth in program assets, while optimizing Citi’s capital and operating efficiency through insightful analysis and strategy development and evaluation.

Essential Duties & Responsibilities Including Direct Reports

·       Serve as one of Citi’s senior leaders on joint Operating Committee in program relationships, which governs day to day management of programs

·       Provide thought leadership and influence internal and external leadership development, planning, and execution of strategic initiatives to drive profitable growth

·       Work closely with Citi Risk, Control, Compliance and Operations, and the Retail Partner management teams, to ensure strong internal control/compliance environment

·       Develop and implement capital optimization and financial strategy to drive asset and earnings growth

·       Partner with cross functional client teams to develop, review and approve all promotional pricing, marketing, investments, and growth initiatives, driving product, channel, and promotion specific profitability analyses

·       Analyze contract changes, analyzing financial impacts, negotiate with partner and partner with Legal to draft contract language

·       Lead Citi Internal planning process and external partner forecasts for portfolio, collaborate with centralized FP&A team to develop financial projections and present to internal and external senior management

·       Hire, develop, and retain onshore and offshore staff members to deliver value added financial analysis and decision support to drive business performance

·       Ensure financial transactions between Citi and the partners are in compliant with contract

·       Work closely with Citi Controllers and Accounting Policy on accounting requirements for all aspects of partner agreements, policy changes, and initiatives

Education and/or Experience

·       B.S. in Finance or Accounting.

·       15+ years of financial experience in credit card industry and/or financial services.

Knowledge, Skills and/or Abilities

·       Strong leadership skill and business acumen.  Executive presence, ability to interact and influence senior management of external client.

·       Superior communication/presentation skills; ability to drive change and support for performance improvement across all functional areas.

·       Strong analytical skills, as well as control and compliance mindset.

·       Ability to work well under tight deadlines in a fast-paced, team-oriented, intense environment.

 

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Job Family Group:

Finance

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Job Family:

Finance Management

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$170,000.00 - $300,000.00

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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Anticipated Posting Close Date:

Mar 18, 2024

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Citi continues to enhance its business control and governance framework by building out Institutional Credit Management (ICM), a new function in the 1st Line of Defense, to house and consistently manage credit risk activities performed across its Institutional Client Group organization. ICM’s Counterparty Credit Risk’s objective is to provide integrated “end-to-end” credit underwriting, identification, measurement, management, and monitoring for wholesale credit risk across the enterprise.  Within ICM, the  Underwriting function provides analysis, greenlight, underwriting, first-line-of-defense credit approval and subsequent credit monitoring across all ICG wholesale credit businesses including Banking, Capital Markets, and Advisory (BCMA), Global Structured Products, Financings, and Securitizations (GSP-F&S), Treasury & Trade Services (TTS), Markets, and Securities Services (MSS).

The ICM Hedge Fund (HF) Portfolio Senior Officer II is a senior-level position responsible for managing Citi’s credit risk to a portfolio of the firm’s most complex and large Hedge Fund relationships. Primary activities include credit due diligence, credit reviews, credit approvals and monitoring of the portfolio within the risk appetite of the overall business strategy.

Responsibilities:

• Work closely with Citi’s business lines (1st LoD) across all products, with a particular focus on Prime Brokerage, as well as Risk Management (2nd LoD)

• Lead extensive client-interface through the due diligence meetings, negotiation of credit structures and documentation, including ISDA’s, Derivatives Clearing, FCM and Repo documents

• Establish credit limits and margin rates through a formal Credit Approval Memo (CAM) and in-depth credit analysis

• Review and approve CAM, credit facilities, specific transactions and exceptions within delegated credit authority

• Resolve issues and communicating with the sale force and stakeholders across the organization

• Manage the regional Hedge Fund on-boarding pipeline in support of Citi’s Client Experience initiative

• Advancing and innovating underwriting processes, addressing FCR, IA and regulatory reviews / questions

• Assists the Team Head in presentations and industry reports given to senior management, and regulatory reporting requirements

• Provide leadership and guidance to more junior staff

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 15+ years of experience in financial services and risk management required

• Experience with covering Hedge Fund sector, portfolio performance monitoring and diagnostics

• Strong knowledge across Capital Markets trading and lending products, particularly in derivatives, structured and other complex products traded by Hedge Funds

• Strong grasp of current technologies including stress testing, exposure metrics and factor sensitivities

• Highly effective communication skills, used to partner with the other groups and present findings and suggestions to management

• Motivated and confident to drive change with a real sense for how to build/support business growth

• Attention to detail unaffected by high pressure situations

• Advanced working knowledge of Microsoft Excel, PowerPoint, Word and Access

Education:

• Bachelor's degree/University degree or equivalent experience

• Master's degree preferred

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Job Family Group:

Risk Management

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Job Family:

Credit Decisions

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$170,000.00 - $300,000.00

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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Anticipated Posting Close Date:

Mar 18, 2024

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

The Risk Policy Senior Officer II is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area.

Responsibilities:

• Lead front-end quality assurance around originations and underwriting for Citi's business
• Develop, implement and manage the key business indicator framework that will define Citi's Quality Control process and results
• Perform detailed analysis of Citi change control requests, facilitating test scenario walk through walk-throughs with the QA and Risk Teams as well as business units to ensure test coverage for each new request.
• Communicate results internally and externally to regulators and recommend specific actions to be taken to minimize defects and reduce risk
• Present data/analysis to Senior Management to ensure understanding of identified risks and where appropriate, recommend solutions and manage their implementation
• Work collaboratively with Sales, Marketing, Originations, Servicing and other business partners to develop and execute performance improvement plan
• Assists the in-business Chief Risk Officer in tracking and reviewing Risk Management and business goals against all forms of Operational Risk, including appropriate capacity levels, outsourcing and vendor management, appropriate pricing, REO levels and contractual obligations to our investors
• Provide appropriate feedback to staff as it relates to quality control findings and overall performance.
• Perform analytics to track, interpret and improve Q/C results with our business in order to optimize earnings and minimize risk.
• Use broad discretion in developing solutions for cross-functional business reporting issues.
• Manage a variety of broad based and complex relationship and Operational issues requiring conceptual analysis.
• Serve as a key resource for interpreting all data/metrics related to Risk.
• Manage multiple high priority and visible projects. Leverage and allocate necessary resources.
• Partner with process engineering to ensure appropriate Operations & Technology value propositions and go-to-market strategies are developed and implemented
• Document information, present / participate in Business Review and perform other risk management reviews as needed.
• Manage ongoing interaction with all 3rd party agencies including calibration, QA plan review, monthly meetings, etc.
• Use broad discretion in developing solutions for cross-functional business reporting issues
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 15+ years relevant experience
• Demonstrated track record of success in risk policy, operations, people management, and underwriting
• Demonstrated track record working with regulators
• Ability to effectively communicate complex topics to a broad audience
• Proficient analytical and quantitative capabilities
• Ability to work effectively with a great degree of independence and to lead multiple projects and teams simultaneously
• Consistently produce high quality work, fine-tuned to the audience
• Effective Leadership, interpretive and problem solving skills are required
• Experience in working at similar seniority level
• Excellent written and verbal communication skills

Education:

• Bachelor’s/University degree, Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Risk Management

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Job Family:

Risk Policy

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Time Type:

Full time

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Primary Location:

Wilmington Delaware United States

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Primary Location Salary Range:

$170,000.00 - $300,000.00

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Investment Banking Lead Finance Officer

The Investment Banking Lead Finance Officer (LFO) role will support the Citi Investment Banking (IB) business.  The IB business advises clients on capital raising needs, mergers & acquisitions, and equity & debt financing solutions. The primary responsibility of the LFO will be to partner with and act as a trusted advisor to the IB business head and will be a part of the IB leadership team.  The candidate will manage resources that provide LFO support, engage and lead the relationship with business partners through strategic leadership, execution of key priorities, providing thoughtful challenge and insightful analysis.

The LFO team plays a key role in the day-to-day financial management of the business, with ownership of the overall budget and plan, deepening of client analytics, and is accountable for business review insights, and will partner across the firm to ensure a deep understanding of financial investments, resource management, and strategic activities driving growth while balancing efficiency and the execution of the business strategy and achievement of the target operating model.

Responsibilities include:

• Partner with and act as a trusted advisor to business partner for all strategic and tactical financial business decisions
• Engage and drive the relationship with business partners through strategic leadership, execution of key priorities, thoughtful challenge, and insightful analysis
• Lead the strategy, execution and implementation of finance specific programs, projects and/or exercises
• Formulate the overall budget and forecast planning, through engagement with business and other partners; ensure financial targets are met, provide insightful input into drivers needed for dynamic decision making
• Accountable for business reviews, QBRs, metrics and reporting, in partnership with other key business contacts, ensuring both the financial and strategic story aligns with overall business strategy
• Responsible for oversight and approval of changes to an approved plan or outlook for day-to-day execution and strategic efforts
• Drive and have accountability for reviewing investment strategies, having a deep understanding of business cases, fully understanding the proposed work and being able to articulate the outcomes and benefits of the investments
• Drive opportunities and the execution of optimization and efficiencies 
• Support and contribute to the overall Finance organization Transformation agenda
• Provide strategy for driving change within team inclusive of transformation efforts, e. g., process efficiency, reduction of EUCs, etc.
• Drive risk & control agenda including data accuracy and timeliness of financial reporting and metrics; identify, assess, and escalate risks

Qualifications:

• The ideal candidate will have a minimum of 12 years of experience in Finance or related fields, with experience interacting with and influencing senior managers, leading, and managing C-level leaders
• Proven track record of building strong relationships with senior executives
• Experience within financial services
• Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
• Exceptional analytical skills, combined with an ability to deliver analysis in a concise manner
• Strong leadership skills and ability to manage cross-functional teams
• Excellent communication skills (written / verbal)
• Results/task orientated with excellent attention to detail
• Ability to manage and prioritize effectively and resolve conflicting priorities
• Experience in business/corporate strategy is a plus
• Bachelor's degree required; MBA preferred

Citi Investment Banking (IB) is a global line of business at Citigroup that resides within the Banking & International organization that oversees the local delivery of the full firm to clients in each of the 95 markets where Citi has an on-the-ground presence.  The IB business provides advisory, debt and equity capital markets solutions for corporations, governments, and financial institutions in these markets.   IB aspires to be the global bank of choice for its institutional clients, delivering on its full suite of products and services. The main products and services, that support the Investment Banking t segment, include:  Origination & Underwriting on both Debt and Equity issuances, Strategic Advisory, and Valuation services.

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Job Family Group:

Finance

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Job Family:

Financial Planning & Analysis

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Salary Range:

$170,000.00 - $300,000.00

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Commercial Bank Lead Finance Officer

The Commercial Banking Lead Finance Officer (LFO) role will support the Citi Commercial Bank (CCB) business which is a strategic growth area for Citi.  The primary responsibility of the LFO will be to partner with and act as a trusted advisor to the CCB business head and will be a part of the CCB leadership team.  The candidate will manage resources that provide LFO support, engage and lead the relationship with business partners through strategic leadership, execution of key priorities, providing thoughtful challenge and insightful analysis.

The LFO team plays a key role in the day-to-day financial management of the business, with ownership of the overall budget and plan, deepening of client analytics, and is accountable for business review insights, and will partner across the firm to ensure a deep understanding of financial investments, resource management, and strategic activities driving growth while balancing efficiency and the execution of the business strategy and achievement of the target operating model.

Responsibilities include:

• Partner with and act as a trusted advisor to business partner for all strategic and tactical financial business decisions
• Engage and drive the relationship with business partners through strategic leadership, execution of key priorities, thoughtful challenge, and insightful analysis
• Lead the strategy, execution and implementation of finance specific programs, projects and/or exercises
• Formulate the overall budget and forecast planning, through engagement with business and other partners; ensure financial targets are met, provide insightful input into drivers needed for dynamic decision making
• Accountable for business reviews, QBRs, metrics and reporting, in partnership with other key business contacts, ensuring both the financial and strategic story aligns with overall business strategy
• Responsible for oversight and approval of changes to an approved plan or outlook for day-to-day execution and strategic efforts
• Drive and have accountability for reviewing investment strategies, having a deep understanding of business cases, fully understanding the proposed work and being able to articulate the outcomes and benefits of the investments
• Drive opportunities and the execution of optimization and efficiencies 
• Support and contribute to the overall Finance organization Transformation agenda
• Provide strategy for driving change within team inclusive of transformation efforts, e. g., process efficiency, reduction of EUCs, etc.
• Drive risk & control agenda including data accuracy and timeliness of financial reporting and metrics; identify, assess, and escalate risks

Qualifications:

• The ideal candidate will have a minimum of 12 years of experience in Finance or related fields, with experience interacting with and influencing senior managers, leading, and managing C-level leaders
• Proven track record of building strong relationships with senior executives
• Experience within financial services
• Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
• Exceptional analytical skills, combined with an ability to deliver analysis in a concise manner
• Strong leadership skills and ability to manage cross-functional teams
• Excellent communication skills (written / verbal)
• Results/task orientated with excellent attention to detail
• Ability to manage and prioritize effectively and resolve conflicting priorities
• Experience in business/corporate strategy is a plus
• Bachelor's degree required; MBA preferred

Citi Commercial Bank (CCB) is a global line of business at Citigroup that provides commercial banking services to mid-sized companies. CCB aspires to be the global bank of choice for trade-oriented companies with revenues between $10MM – $3Bn CCB wants our clients to see us as trusted thought partners who bring simplicity in an increasingly complex world, provide client-centric solutions for long term growth and pave the way for them to reach across borders and achieve their global vision. The main products and services, that support the Commercial Bank target segment, include: Lending, Cash Management, Trade, Foreign Exchange, Interest Rate Derivatives and Capital Markets solutions.

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Job Family Group:

Finance

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Job Family:

Financial Planning & Analysis

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Salary Range:

$170,000.00 - $300,000.00

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting