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Treasury Solution Lead (VP)

Getzville, NY, USA | Citi Private Bank

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Accounting / Control
    Financial Services Professional
  • Experience:
    7-10 years
Job Description:
58 people have viewed this job

Independently lead and/or manage medium to large scale projects on behalf of Citi Treasury Investments (CTI) business 

Work with CTI Analytics, Trading Desk, Product Control directly to gather and document business requirements related to Treasury business

Act as a technical advisor for the best Technology and Infrastructure solution implementation

Contribute to implementation of common data and data standards, common processes and integrated technology platforms

Enable a foundational reporting infrastructure across Citi businesses and global functions by ensuring consistency within Finance and Risk

Advise on directional strategy by analyzing subject matter and its application in own job and the business

Prepare, update and manage project plans and coordinate meeting minutes

Ensure projects comply with Citi required process and documentation standards

Opportunity to supervise junior staff


6-10+ years of relevant experience, within the financial services industry preferred

Knowledge and expertise in Program Management, including Project Management and/or management reporting and analysis.

Communication and diplomacy skills in order to guide and influence others

Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment Self-motivated with the ability to make decisions in the absence of detailed instructions

BS/BA required (Masters degrees are a plus)

PMP certification a plus

Hands on experience with end to end project life cycle for Treasury applications from initiation through implementation

Solid understanding of banking products (Loans, Securities and Derivatives) and of the Treasury function within a bank

Experience with Finastra's Summit application a plus

Knowledge of various Citi booking systems, product processors and reporting systems a plus

Strong technical proficiency, including advanced Excel and Visio skills

Excellent interpersonal skills

Must be able to come up to speed quickly in a fast paced environment

Must be able to work independently

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