Project Manager – Financial Solutions Lead ID-15826

May 26, 2025

The Project Manager – Financial Solutions Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the program/project’s impact to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

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Manages a large multi-faceted project or multiple projects at the same time.
Owns project goals leveraging expertise to inspire a sense of shared purpose within the project team to:
- Contribute to the design, roll-out and governance of financial solutions
- Participate in formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products, functions and locations
- Play a part in settling and operating necessary forums and frameworks to establish and govern policies and starts for global Finance processes
Uses best practice PMO methodology to create a project plan to fit the stakeholders/customers’ needs and deliver within budget on desired outcomes.
Drives end results of the project as a representative of the business
Participates in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications
Defines, teaches, and enforces the use of good project management practices such as techniques in resolving complex, interdependent activities into tasks and sub-tasks that are documented, monitored and controlled.
Assesses project risk potentials and discover potential problems before they occur. Articulates problems, bring the right people together to solve problems and know when the problem has been properly addressed and closed.
Communicates to all concerned parties project milestones, status updates, as well as any existing or potential escalation issues.
Prepares, maintains, and presents clear and concise management reports.
Capable of fast paced multi-tasking, delivering project artifacts on time, and providing critical review and challenge as applicable.
Has the ability to operate with a limited level of direct supervision.
Can exercise independence of judgement and autonomy.
Acts as SME to senior stakeholders and/or 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.

Qualifications:

6-10+ years of project management experience using a structured methodology to successfully track, plan, monitor and report on concurrent projects, within the financial services industry preferred.

PMP certification strongly preferred, Six Sigma a plus.
Ability to develop project plans, manage individual deadlines and goals.
Knowledge of project metrics, including gathering, reporting, trend analysis, creation, and metrics.
Ability to identify issues and problems, generate solutions and choose appropriate alternatives using basic root cause analysis.
Manage project scope by assessing requirements changes, determining and conveying impact on budget, time and risk.
Manage client expectations, anticipates operational and tactical risks and tracks them; clarify, identify, and track requirements and issues, remove barriers, resolve minor project issues and escalate to immediate manager where required.
Requires 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.
Advanced Microsoft Office skills (e.g. Excel, PowerPoint, Teams), MS Project, VISIO, Adobe Acrobat Professional.
In depth knowledge of banking products / systems preferred.

Education:

Bachelor’s/University degree, Master’s degree preferred

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