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Financial Management & Headcount Associate

Citi · Heredia

🇬🇧 English
Excel Tableau SharePoint AI tools

Job description

About the role

This position sits within Citi's Client COO team, directly supporting the Chief Client Officer. The Financial Management & Headcount Associate will ensure accurate financial reporting and headcount operations across a globally connected organization, driving efficiency and continuous improvement.

Key responsibilities

  • Coordinate delivery of headcount and financial management processes, meeting deadlines and keeping stakeholders aligned.
  • Consolidate and reconcile financial and headcount data from multiple sources using Excel, identifying discrepancies.
  • Manage end‑to‑end milestone reporting, ensuring quality, accuracy, and timeliness.
  • Collect, review, and file audit‑trail documentation to evidence controls.
  • Document business‑as‑usual protocols and standard operating procedures.
  • Identify and remediate self‑identified issues, collaborating with internal teams.
  • Provide ad‑hoc project support for strategic initiatives within the Client COO team.

Required profile

  • 6+ years of experience in financial services or a related fast‑paced environment.
  • Advanced Excel proficiency for large‑dataset consolidation and analysis.
  • Exceptional attention to detail and strong organizational abilities.
  • Clear written and verbal communication skills, capable of engaging at all levels of a global organization.
  • Bachelor's degree or equivalent professional experience.

Required skills

  • Excel
  • Tableau
  • SharePoint
  • AI tools for operational efficiency

Questions fréquentes

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Published 3 months ago

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Citi

Heredia