Ensuring the highest standards of accuracy, reliability, and control through testing Citi’s regulatory and management reporting while providing an objective assessment of issue remediation.
Requirements
Proficient in Alteryx Designer (Advanced Certification a plus) and Tableau.
Experience working with large datasets, data cleansing, and transformation.
Intermediate to advanced Excel skills; familiarity with databases (SQL, Snowflake) is a plus.
Experience with Power BI, Python, or VBA.
Knowledge of financial regulatory reports (e.g., CCAR, Y-14, 10-Q/10-K).
Responsibilities
Develop and maintain Alteryx workflows to automate repetitive finance processes (e.g., reconciliations, data validations, report generation).
Support the regulatory reporting QATV team by automating data aggregation and cleansing for CCAR, Y-14, FFIEC, and other financial reports.
Build reusable templates and macros to standardize and scale finance processes.
Perform data validation, error checks, and exception reporting to ensure accuracy in financial outputs.
Assist in transitioning manual tasks to automated solutions, documenting all procedures and workflow logic.
Monitor automated processes and address workflow failures or inefficiencies.
Create dashboards or outputs integrated with Tableau, Power BI, or Excel for reporting insights.
Other
10+ years of experience in Finance or Financial Systems roles, preferably within a regulated environment (banking, insurance, asset management).
Strong understanding of financial reporting.
Attention to detail with a strong sense of data accuracy and compliance.
Excellent communication and documentation skills.
Analytical thinking and problem-solving
Process orientation and continuous improvement mindset
Ability to manage multiple priorities and tight deadlines
