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SVP Financial Systems and Reporting (Wealth Management)

Citi

Irving, Texas, U.S.
Hybrid
Posted Oct 28, 2025
Hybrid

Compensation

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About the role

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.

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

Requirements

  • 10+ years relevant experience focused on data, systems, and financial reporting
  • Experience with RWA, Liquidity, and Transfer Pricing concepts
  • Accounting knowledge and experience with banking products
  • Strong leadership skills
  • Sound judgment to make decisions based on thoughtful and balanced analysis of highly complex issues
  • Sense of urgency in implementing processes and controls and evaluating priorities; decisive, action-oriented and practical
  • Demonstrated ability to manage multiple priorities under demanding time frames
  • Demonstrated capability of driving change in process, technology and data remediation
  • Flexibility to meet changing work requirements and strict deadlines
  • Outstanding presentation, and communication skills including power point
  • Ability to develop effective and productive working relationships with a wide range of groups across Citi as well as external auditors and regulators
  • Strong strategic thinking skills
  • Digital savvy

Benefits

  • 401(k) matching
  • Health insurance
  • Life, accident, and disability insurance
  • Wellness programs

About the Company

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Job Details

Salary Range

Salary not disclosed

Location

Irving, Texas, U.S.

Employment Type

Hybrid

Original Posting

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