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TTS Global Onboarding AnalyticsThe Client Onboarding Lead Analyst is a strategic analytics 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 position will involve working closely with other members of the Onboarding (OB) team. The role will involve regular contact/communication with a diverse set of stakeholders across the Businesses. The role will require someone who can build and maintain excellent working relationships. They must have great influencing skills and an ability to manage changing priorities and ad-hoc requests. The role will provide an opportunity to work on a diverse range of projects. The successful candidate will be confident, enthusiastic, pro-active and focused on delivering to a high standard.Responsibilities:Support key TTS transformation initiatives such as Digital Onboarding & Maintenance, Strategic Metrics Programs, Voice of the Client, Client at Risk (C@R) and eFlow (Onboarding's Workflow Application) integrations, in accordance with priorities set by Onboarding (OB) Global Management
Perform OB Regional/Global metrics and KPI capture to assist in driving the OB Game Plan
Liaise with OB Infrastructure and Technology teams on core development requirements and road map, to build out OB metrics and KPI capture beyond the regional hubs and into the countries
Assist in the ongoing review and production of Digital Onboarding & Maintenance related MIS and work with ICG Analytics and TTS Technology on Dashboard and reporting development
Understand overall internal and external client data needs across multiple platforms & businesses to enable holistic, end-to-end views of our business and clients
Anticipate next steps on managed initiatives and identify critical upstream and downstream dependencies that will impact them and vice-versa
Perform “Deep Dive” data mining and Gap Analysis to identify data anomalies, determine root cause, build action plans, and execute them on-time and within budget with little or no management revisions
Build strong processes and relationships with key partners in TTS Coverage, Sales, and Product organization, so our E2E model is effective
Collaborate with global and regional team members to ensure appropriate levels of commonality are achieved and best practice is shared and adopted
Represent Global Onboarding Strategic Delivery & Analytics locally in the development of the business and client solutions with business and functional stakeholders
Demonstrates high level of diligence, motivation and organizational skills. Focuses on timely and accurate delivery of all Analytics functions, as well as delivering superior internal service and resolution of issues
Responsible for various types of project management in the OB space, and managing cross-functional relationships with all teams. Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
Establishes risk management practice. Maintains a strong culture of risk and controls through various processes and check points. Ensures clean audit results. Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks.
Engages in project planning including cost management
Responsible for setting direction of a specialized area. Decisions made at this level will contribute to direction and drive strategy for the entire area; builds strong relationships with internal and external constituents, influencing them to contribute to the success of the business.
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
Engage with Global TTS Sales and Account Management to ensure appropriate alignment on following strategies:
Client Intensity Service Model
Global Health Dashboard Metrics
Voice of Client Analysis and related Workstreams
Client @ Risk / Watch list Escalations
Qualifications:Good interpersonal communication skills. Able to communicate with internal business partners.
Minimum 5 years’ experience in Financial Services
Expert in Microsoft Office, particularly Microsoft Excel and PowerPoint
Ability to read, write & interpret Excel Macros, VBA, and SQL is a plus
Demonstrated expertise with Microstrategy application preferred
Experience with other Data Visualization tools (i.e. OBIEE Answers) a plus
Experience in the development and implementation of internal business and client-facing analytics
Experience in analyzing and collating data/MIS from multiple sources into comprehensive Scorecards and/or dashboards to drive effective business decisions
Experience in planning and leading several complex projects within timelines and budget
Demonstrated skills in integrating and transforming operational functions
Ability to facilitate in-person and web-based video/audio conference training sessions, where needed
Detail-oriented
Strong negotiation and influencing skills
Ability to articulate complex recommendations
Consistently demonstrates clear and concise written and verbal communication skills in English
Strong organizational and follow-up skills and the ability to multi-task effectively in a high-volume environment.
Ability to achieve business objectives without compromising on controls and risk parameters established.
Ability to interact confidently with senior management
Education:Bachelor’s/University degree or equivalent experience
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience
Job Family Group:Customer ServiceJob Family:Institutional Client OnboardingTime Type:Full timeCiti 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.pdf) .View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeoaapolicy.pdf) .View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp%20EnglishformattedESQA508c.pdf)Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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