Citigroup Inc
Senior Business Associate - Expense Business Management Lead, Vice President
Citigroup Inc, Tampa, Florida, us, 33646
The Risk Chief Administrative Office (CAO) provides support to the Independent Risk organization with a focus on governance, control effectiveness, regulatory engagement, risk communications, financial performance including resource management.
The Organization
: The Resource and Business Management, within the COO, has strategic and operational responsibilities to support Citi's Chief Risk Officer and the Independent Risk organization to achieve its priorities and liaise with HR, Finance, O&T, ESPA and all Risk CROs by managing resources, financials, accountability, business and strategic planning and analysis, resilience, and overall business office management.
The Team:
The Expense Management Team, within Resource and Business Management, is responsible for leading all expenses activities for Independent Risk Management including Headcount and Financial Planning, centralized reporting, 3rd party Expenses process, expense guidelines and expense policy exceptions.
The Role:
The Expense Management Team is seeking an Expense Lead to be responsible for providing management support required for financial planning. The role will support to create and coordinate the annual planning and periodic forecast for non compensation expenses, conduct various ad hoc analyses that are complementary to the regular Planning and Analysis processes. The Expense Lead role will also work closely with finance partners based in Mumbai and other locations during the planning and forecasting cycles. The role would require learning of financial processes and planning tools such BAW, DSMT used by the Risk Organization.
Key responsibilities include but not limited to:
Support financial results insights for different areas within Citi's Chief Risk Officer.
Maintain and update Expense guidelines for Risk aligned to Citi's expense policy.
Lead all policy exceptions requests for fulfillment.
Provide enhanced insights to specific non compensation expenses (T&E, Citi Gratitude, Education & Training, Relocations, etc.)
Provide monthly analysis for expense lines under review.
Be able to manage and run small processes and/or initiatives.
Assist in the development of material for internal senior leadership.
The right candidate should have the ability to operate with a limited level of direct supervision and can act as SME/guide to other team members.
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.
Key Competencies:
Demonstrated organizational and project management skills
Methodical and proactive thinker with strong organizational and follow-up skills
Proven time and task management skills with the ability to multi-task effectively
Excellent analytical and problem solving skills
Desire to improve processes
Highly proficient in Excel, PowerPoint, and data management/ mining
Effective verbal and written communication skills
Qualifications:
6-10 years of experience in a financial services role
Communications or marketing experience preferred
Demonstrated working knowledge of financial services industry
Consistently demonstrates clear and concise written and verbal communication skills
Education:
Bachelor's Degree/University degree or equivalent experience
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.
Job Family Group:
Business Strategy, Management & Administration
Job Family:
Business Execution & Administration
Time Type:
Full time
Primary Location:
Tampa Florida United States
Primary Location Full Time Salary Range:
$113,840.00 - $170,760.00
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.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Aug 07, 2025
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.
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 Citi's EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
The Organization
: The Resource and Business Management, within the COO, has strategic and operational responsibilities to support Citi's Chief Risk Officer and the Independent Risk organization to achieve its priorities and liaise with HR, Finance, O&T, ESPA and all Risk CROs by managing resources, financials, accountability, business and strategic planning and analysis, resilience, and overall business office management.
The Team:
The Expense Management Team, within Resource and Business Management, is responsible for leading all expenses activities for Independent Risk Management including Headcount and Financial Planning, centralized reporting, 3rd party Expenses process, expense guidelines and expense policy exceptions.
The Role:
The Expense Management Team is seeking an Expense Lead to be responsible for providing management support required for financial planning. The role will support to create and coordinate the annual planning and periodic forecast for non compensation expenses, conduct various ad hoc analyses that are complementary to the regular Planning and Analysis processes. The Expense Lead role will also work closely with finance partners based in Mumbai and other locations during the planning and forecasting cycles. The role would require learning of financial processes and planning tools such BAW, DSMT used by the Risk Organization.
Key responsibilities include but not limited to:
Support financial results insights for different areas within Citi's Chief Risk Officer.
Maintain and update Expense guidelines for Risk aligned to Citi's expense policy.
Lead all policy exceptions requests for fulfillment.
Provide enhanced insights to specific non compensation expenses (T&E, Citi Gratitude, Education & Training, Relocations, etc.)
Provide monthly analysis for expense lines under review.
Be able to manage and run small processes and/or initiatives.
Assist in the development of material for internal senior leadership.
The right candidate should have the ability to operate with a limited level of direct supervision and can act as SME/guide to other team members.
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.
Key Competencies:
Demonstrated organizational and project management skills
Methodical and proactive thinker with strong organizational and follow-up skills
Proven time and task management skills with the ability to multi-task effectively
Excellent analytical and problem solving skills
Desire to improve processes
Highly proficient in Excel, PowerPoint, and data management/ mining
Effective verbal and written communication skills
Qualifications:
6-10 years of experience in a financial services role
Communications or marketing experience preferred
Demonstrated working knowledge of financial services industry
Consistently demonstrates clear and concise written and verbal communication skills
Education:
Bachelor's Degree/University degree or equivalent experience
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.
Job Family Group:
Business Strategy, Management & Administration
Job Family:
Business Execution & Administration
Time Type:
Full time
Primary Location:
Tampa Florida United States
Primary Location Full Time Salary Range:
$113,840.00 - $170,760.00
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.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Aug 07, 2025
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.
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 Citi's EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.