Most recent job postings at The Balance
via My ArkLaMiss Jobs posted_at: 15 hours agoschedule_type: Full-time
Citi is a leading global financial services company having 200 million customer accounts. Citi does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. The Capital Planning... Group is responsible for calculating, analyzing and Citi is a leading global financial services company having 200 million customer accounts. Citi does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.

The Capital Planning... Group is responsible for calculating, analyzing and reporting firm-wide Risk Weighted Assets (RWA) projections for all business lines. The RWA measures support Citi's internal capital planning practices, and the Federal Reserve Comprehensive Capital Analysis and Review (CCAR) and Dodd-Frank Act stress tests (DFAST) external regulatory filings and disclosures. This position involves understanding business and finance balance sheet forecasting, and the implications on the RWA forecast. The forecasted number is a critical indicator of the amount of capital needed for CCAR results during a stressed or severely stressed economic environment, then used as an input to Citi's capital planning exercise and CCAR Fed reporting.

Key success factors will be this position's ability to perform analytics on large datasets and ability to learn the rules of RWA calculation and process. The candidate must be able to summarize the finding and create commentary that can be consumed by seniors and others outside the RWA team. Excellent interpersonal skills are required given the high level of interaction with senior managers, as well as the ability to work under pressure to meet tight deadlines. Technical skill is important to the candidate's success, but also is strong project management and multi-tasking skills to plan and manage deliverables towards a number of objectives.

Responsibilities
• Support the RWA forecasting processes Book of Work for Citigroup and CBNA.
• Act as a liaison between RWA sub-worsktreams and other functions such as Model Risk, Internal Audit, Independent Risk, Finance, and Technology partners.
• Coordinate the execution of the internal Capital Planning and external CCAR/DFAST production process, with a focus on RWA.
• Facilitate regular check-in meetings with the RWA workstream, track progress on all open deliverables, and provide the workstreams support during the productions cycle.
• Perform business analysis, working closely with RWA and balance sheet reporting line users and downstream consumers, as required.
• Ability to create front-to-back view of data flow based on identifying data linkages across systems
• Provide project management support as part of a complex CCAR front-to-back change project delivery.
• Identify and escalate the need for process, execution and control enhancements.
• Monitor, track and report project progress to the stakeholders and to the Managing Director of CCAR Execution.
• Manage issues / risks on projects with timely issue escalations and suggestions for issue resolutions

Qualifications:
• Must have a Bachelors in Business, Finance, Economics, Computer Science, Math, or related field.
• 5+ years' experience in Financial Services industry or data analytics.
• Prior experience in regulatory reporting functions, financial control function with clear knowledge and understanding of balance sheet forecasting, and RWA and Capital calculations, across different products and Basel risk pillars.
• Self-motivated with ability to make decisions and maintain a control environment
• Ability to manage multiple priorities and tasks, tireless work ethic and ability to work well under pressure and exhibit strong partnership skills.
• Strong analytical skills, attention to detail, willingness to "roll up sleeves" and produce a polished, high quality, accurate product.
• Excellent communication and presentation skills.

-------------------------------------------------

Job Family Group: Finance

-------------------------------------------------

Job Family:Fin Solutions Dsgn & Implement

------------------------------------------------------

Time Type:Full time

------------------------------------------------------

Primary Location:Tampa Florida United States

------------------------------------------------------

Primary Location Salary Range:$110,090.00 - $165,130.00

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi ) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting

-----------------------------

Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment
Show more details...
via Salary.com schedule_type: Full-time
Position Title: Balance Control Specialist Reports To: Balance Control Supervisor... Direct Reports: N/A Salary Grade: 5 SUMMARY: Performs a wide variety of duties, pertaining to balancing the bank core system, tellers, ATM’s, official checks, Federal/State backup withholding, Online Account Opening, P2P (Pay Friends), and submitting annual IRS tax as it relates to Federal backup withholding. This position supports daily interaction with branch Position Title: Balance Control Specialist

Reports To: Balance Control Supervisor...

Direct Reports: N/A

Salary Grade: 5

SUMMARY:

Performs a wide variety of duties, pertaining to balancing the bank core system, tellers, ATM’s, official checks, Federal/State backup withholding, Online Account Opening, P2P (Pay Friends), and submitting annual IRS tax as it relates to Federal backup withholding. This position supports daily interaction with branch personnel via phone and email communication.

JOB REQUIREMENTS:
• High School Diploma or equivalent
• Two to Four Year College degree preferred
• 1-2 years’ experience as a Teller and/or related field preferred
• Knowledge of Federal Banking regulations preferred
• Possess the ability to understand computer functions and navigate web based programs
• Proficient in Microsoft Office programs (Outlook, Excel, Word, etc.) and standard office equipment.
• Ability to converse clearly and concisely with verbal and written communications
• Possess excellent interpersonal and customer service skills and the ability to function in an office environment with minimal personal interaction
• Must be detail-oriented and have the ability to focus on detailed work such as balancing and researching any outages
• The ability to work flexible hours, overtime and weekends as necessary
• Ability to work in a time sensitive environment
• Ability to appropriately escalate issues requiring problem solving and decision making
• High aptitude for understanding balancing as it relates to the banking environment
• Possess a team spirit, willing to assist others and cross train on all functions within the department
• Adept to investigating trends as it relates to fraud within the organization
• Participate and complete all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.

JOB FUNCTIONS:
• Responsible for daily balancing functions that includes but not limited to: bank core systems, teller cash, 210 general ledger accounts, Debit Card Settlements, ATM Terminals, Official checks, COD Interest Checks, Online Account Opening transactions, P2P (Pay Friends), and Federal & State Backup Withholding, etc.
• Responsible for identifying and resolving outages for tellers, ATM settlements, core systems, etc.; as well as providing supporting documentation for Audit and Management
• Completes daily checklist to ensure out of balance situations are addressed timely and promptly
• Responsible for the processing Official checks, COD Interest checks, IRA checks, Christmas Club checks, etc. for all bank locations.
• Responsible for sending/approving wires sent to Money Gram for Official checks, COD Interest checks, IRA and Christmas Club checks for all bank locations
• Ensure tellers over/short general ledger is cleared when employees leave their positions or the bank
• Provide assistance with on-the-job training
• Recommend and implement productivity enhancements with proper approval from management
• Assist with maintaining and implementing departmental procedures and policies
• Responsible for assisting with offsite storage: destruction, sending, and receiving
• Receive and service branch phone call and emails from bank representatives in a timely manner.
• Provides assistance to affiliate banks and other departments within the holding company in resolving Balance Control related issues
• Other duties as assigned
Show more details...
via Glassdoor posted_at: 22 days agoschedule_type: Full-time
Palmetto Air and Water Balance is a Testing and Balancing service company. Founded in 1989, Palmetto has grown to over 100 employees located in 10 offices across North Carolina, South Carolina, and Virginia. Palmetto has the second-largest number of Certified Test and Balance Engineers and Certified Technicians in the United States. What we are proud to offer you the following benefits... • Medical for employee • Dental for employee • Medical Palmetto Air and Water Balance is a Testing and Balancing service company. Founded in 1989, Palmetto has grown to over 100 employees located in 10 offices across North Carolina, South Carolina, and Virginia. Palmetto has the second-largest number of Certified Test and Balance Engineers and Certified Technicians in the United States.

What we are proud to offer you the following benefits...
• Medical for employee
• Dental for employee
• Medical Includes $30,000 Life Insurance
• Vision
• Voluntary Life Insurance
• Voluntary Short/Long Term Disability
• Voluntary Accident & Critical Illness coverage
• 401(k) matching program
• Paid Time Off
• Holiday Pay

Palmetto Air and Water is driven by strong core values and strives to create an environment where employees can learn, grow, and thrive. We are interested in adding to our team through the following position:

Education and Experience Required:
• Required is a High School diploma or greater

Qualification Requirements
• Self-motivated
• Have reliable transportation
• Arrive ready to work and on time
• Able to work alone or in a team environment
• Maintain a valid license, and clean driving record are required
• Possess a mathematical aptitude for standard algebraic equations
• Possess a computer aptitude including hardware and software
• Adhere to OSHA job site safety requirements
• Pass a pre-hire drug screening

PHYSICAL DEMANDS/WORKING CONDITIONS:

The physical activities described are representative of those that must be met by an employee to perform the essential functions of this job successfully. Ability to frequently lift or carry 20 to 50 pounds. Individuals may need to ride or drive in a vehicle for 2 or more hours at a time depending on position. Individuals working at an outside job site may be exposed to varying temperatures including very hot (above 90 degrees F) or very cold (below 32 degrees F) and all weather conditions. Individuals may be exposed to sounds and noise levels that are distracting or uncomfortable. Performing this job requires frequent use of hands to handle, control or feel objects, tools or controls. Must be able to sit, talk, hear, and frequently stand throughout the day. Must be able to climb, reach above shoulder height, stoop, kneel, crouch or crawl frequently. The position occasionally may require lifting heavy objects (up to 75 pounds) and performing strenuous physical labor under adverse field conditions. The position may require working ten-hour shifts and can work twelve hour days when job/business needs demand.

Summary

Level I technicians work on a team to deliver the successful completion of test and balancing projects. Level I will work under the direction of a TAB technician, project manager, or lead technician.

Essential Duties and Responsibilities:
• Follow all internal and external safety policies
• Maintain a professional appearance
• Assist in performing the test, adjust and balance work on projects
• Assist lead technician in the documentation of the test and balance report
• Assist in preparing preliminary and final field balancing logs
• Assist in preparing written reports regarding system installation function and design deficiencies
• Perform additional tasks as assigned
• Keeping track of time sheet information and expense reports
• Expand knowledge through self-study and in company training programs
• Learn the Purpose, Vision, Mission, and Core Values of Palmetto Air and Water Balance
Show more details...
via Florida Jobs - Tarta.ai posted_at: 20 days agoschedule_type: Full-time
Treasury's Balance Sheet Management (BSM) unit is responsible for the methodology and execution of the firm's Capital Management, Funds Transfer Pricing (FTP) and Interest Rate Risk in the Banking Book (IRRBB) processes. Within BSM, the Balance Sheet Analytics & Management team (BSAM) is responsible for managing the overall balance sheet of the firm to drive results and achieve financial... targets, driving internal and external communication of Treasury's Balance Sheet Management (BSM) unit is responsible for the methodology and execution of the firm's Capital Management, Funds Transfer Pricing (FTP) and Interest Rate Risk in the Banking Book (IRRBB) processes.

Within BSM, the Balance Sheet Analytics & Management team (BSAM) is responsible for managing the overall balance sheet of the firm to drive results and achieve financial... targets, driving internal and external communication of the strategy and performance of the balance sheet, and conducting analytics and projects related to the firm's NII/NIM, IRE and associated financial metrics.

In addition, the group partners and collaborates with teams across the firm including Business Treasury, Legal Entity Treasury, Citi Treasury Investments (CTI), Capital Management, Business and Corporate FP&A, Investor Relations, Controllers, Risk and FRSS to achieve the objectives of Treasury and the firm.

Ideal candidate will possess the ability to synthesize complex issues into intuitive and impactful analytics to support senior management decision making. The combination of both strong communication skills, data management experience and technical competency in data analytics and optimization techniques is required for the role. The role will lead the development of balance sheet analytical solutions which will support the senior management decision making of the firm's balance sheet strategy and ensure connectivity with the design of the FTP, Liquidity Premium and other Costs and Resources attribution frameworks designed to incentivize the optimal use of Citi's financial resources.

Responsibilities:
• Work closely with colleagues across Risk, Controllers / financial reporting units, and Capital and Liquidity reporting functions to source and aggregate the relevant metrics needed to develop a comprehensive representation of the firm's balance sheet
• Work with colleagues in Business and Business Treasury to ensure data extracted from financial reporting sources are aligned with managed business hierarchy - apply business acumen across Retail / Wholesale / Markets to capture idiosyncratic business dynamics leveraging product and client-level data
• Design, implement, and operate processes to effectively source all data in a systematic and transparent manner
• Lead the design and development of a suite of agile analytical tools to analyze effects of potential regulatory and macro conditions on business-driven balance sheet decisions
• Design, implement and draw insights from innovative analyses using such tools to help inform decision making for Lines of Business, Investment Portfolio, Capital planning and Funding team
• Produce high quality materials to concisely communicate insights and balance sheet strategic recommendations to Citi's senior management and Business / Treasury teams
• Syndicate key messages with senior Business leaders to garner key stakeholder engagement and ensure alignment of broader organization with overall balance sheet strategy execution
• Ensure that new processes and analyses follow required governance and control per Citi's Standards and Policies

Qualifications:
• 10+ years of experience working in the finance industry, preferably in a Treasury / ALM function
• Excellent communication skills, oral and written, with the ability to interface directly with a wide variety of counterparts across functions / seniority
• Strong Influencing skills with the ability to mediate discussions and draw consensus
• Highly proficient in object-oriented language programming (e.g., Python, Java, C#), mathematical scripting languages (e.g., R, Matlab, Mathematica) and database management systems (e.g., MySQL)
• Extensive experience in data management with the demonstrated ability to design database architecture and deploy and maintain database in desktop and cloud environments
• Expert in the use of Excel, PowerPoint
• Strong problem-solving skills with an ability to rapidly assimilate complex information across a variety of disciplines
• Demonstrated ability to work effectively across business units / functions to deliver results
• High energy, self-starter with a flexible and pragmatic attitude and a desire to show continued progress

Education:
• Minimum Bachelor's degree in a quantitative-focused discipline from a top tier school; Masters or other relevant advanced qualification would be a plus

-

Job Family Group:
Finance

-

Job Family:
Balance Sheet Management

Time Type:
Full time

Primary Location:
Long Island City New York United States

Primary Location Salary Range:
$170,000.00 - $300,000.00

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting

-

Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment
Show more details...
via KHON2 Jobs posted_at: 15 hours agoschedule_type: Full-time
Treasury's Balance Sheet Management ( BSM ) unit's responsibilities cover 4 key areas: Asset Liabilitiy Management: ALM group is responsible for developing optimal strategy , quantitative analytics and models to support the management of the firm's assets and liabilities... Capital management and Portfolio Analytics :Capital Management group is responsible for building strategy to execute capital decision like dividends, share repurchase Costing Treasury's Balance Sheet Management ( BSM ) unit's responsibilities cover 4 key areas:

Asset Liabilitiy Management: ALM group is responsible for developing optimal strategy , quantitative analytics and models to support the management of the firm's assets and liabilities...
Capital management and Portfolio Analytics :Capital Management group is responsible for building strategy to execute capital decision like dividends, share repurchase
Costing the Balance Sheet: Leading refinements in the design of Citigroup's Transfer Pricing, Liquidity Premium and Capital Allocation frameworks to incentivize optimal use of Citi's financial resources
Asset Allocation: Leading the analysis of / investment strategy for optimizing Citi's $500bn+ global liquidity portfolios

Opportunities are available in the following areas: Asset Liability Management, Capital Management, Fund transfer Pricing, Asset Allocation

The Balance Sheet Mgmt Ld 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 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.

Responsibilities:
• Strategic thinking: Participating and contribute in BSM team's problem-solving sessions in support of strategic business decision making
• Advanced analytics: Build advanced data analytics model and perform to support Balance Sheet decisions
• Stakeholder management and communication: Build and maintain relationships with different stakeholders and partners
• Project management: Following up on project next steps, proactively raising issues, and offering recommendations for potential solutions to immediate work streams

Successful Candidates Will Possess:
• Detailed understanding of technology and using technology-led solutions to implement automated analytics and reporting
• Strong interpersonal and communication skills, oral and written, with the ability to communicate with cross-functional teams and senior leaders.
• Proven ability to support complex technical project by taking ownership and delivering results
• Ability to handle multiple initiatives simultaneously with continual attention to detail
• High energy, self-starter with a flexible and pragmatic attitude and a desire to show continued progress
• Knowledge of fixed income financial instruments and products including an awareness of bank regulation, accounting, valuation techniques and risk measurement
• Analytical background with problem solving skills and an ability to assimilate information across financial disciplines
• Expert in the use of Microsoft Office applications (Excel, PowerPoint and Word)

Basic Qualifications:
• At least 4 years of experience within Treasury for a financial services company
• Bachelor's degree in a quantitative-focused discipline
• At least 2 years of experience using VBA, Python, R, SaaS, OR SQL programming languages

Preferred Qualifications:
• At least 6 years of experience within treasury for a financial company
• Advanced degree in a quantitative focused-discipline
• At least 3 years of experience using VBA, Python, R, Saas, OR SQL programming languages
• At least 4 years of experience supporting projects that build or test financial models.

-------------------------------------------------

Job Family Group: Finance

-------------------------------------------------

Job Family:Balance Sheet Management

------------------------------------------------------

Time Type:

------------------------------------------------------

Primary Location:Long Island City New York United States

------------------------------------------------------

Primary Location Salary Range:$137,610.00 - $206,420.00

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi ) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting

-----------------------------

Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment
Show more details...
via WANE Jobs posted_at: 15 hours agoschedule_type: Full-time
The Balance Sheet Mgmt Ld 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 The Balance Sheet Mgmt Ld 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 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.

Responsibilities:
• Contributes to the governance of funding, investing and analytics of the balance sheet. This... includes
• Participates in managing liquidity and interest rate risk, the capital/legal entity structure and capital planning as well as managing rating agency relationships.
• Involved in capital markets activities including commercial paper and securitization; liquidity, accrual risk oversight and transfer pricing.
• Exposure to Citi's balance sheet and develop understanding of data and technology infrastructure supporting the liquidity reporting process.
• Performs other duties and functions as assigned
• 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:
• Bachelor's degree in Finance or Accounting or related field preferred,
• 6-10 years of experience in Finance
• Must have advanced analytical skills but also the ability to see the big picture
• Excellent communication skills are imperative i.e. ability to make complex subjects easily digestible for senior management
• Exercises proven Power Point and Excel skills
• Ability to multitask in a fast-paced environment Ability to interact with all levels of management Must be a team player

Education:
• Bachelors degree, potentially Masters degree

The individual will work in the Global Liquidity Management (GLM) team within the Citi's Treasury Global Function. The GLM team is responsible for establishing the framework for sizing liquidity requirements including internal stress testing framework, developing contingency funding plans in conjunction with other stakeholders within and outside Citi Treasury, providing liquidity oversight to Citi's global entities, and ensuring that Citi maintains adequate liquidity appropriately positioned to meet the Company's global needs both in normal market conditions as well as during periods of stress.

The Liquidity Reporting Controllers team within GLM leads the Company's liquidity regulatory reporting oversight and initiatives as well as liquidity issues management. The team will focus primarily on the FR 2052a reporting and all related aspects including (1) development and maintenance of regulatory interpretations; (2) liquidity regulatory reporting implementation logic; (3) FR 2052a reporting oversight; (4) risk-based transaction testing; (5) liquidity data management including data requirements and issues management; and (6) control frameworks and policies/standards related to liquidity regulatory reporting.

The Liquidity Reporting Controllers Governance group is responsible for supporting and strengthening the governance framework within Liquidity Reporting Controllers, which includes (1) development, facilitation and maintenance of liquidity regulatory reporting and issues management governance forums, (2) development and oversight of liquidity regulatory reporting control framework, (3) streamlining and standardization of Liquidity Reporting Controllers processes, (4) maintenance of liquidity regulatory reporting policies and standards in collaboration with second line, (5) oversight of internal and external commitments to ensure a clear line of sight into projects and enhancements, (6) coordination and messaging across second and third lines of defense, and (7) Liquidity Reporting Controllers organizational strategy and hiring coordination.

Key Responsibilities:
• Key strategic partner to the Head of Liquidity Reporting Controllers and leadership team - helping shape strategic decisions, coordinating feedback from teams, and delivering on goals
• Develop and review presentations and materials for senior management, board, and regulators
• Participate in key business priorities as needed, providing additional support to the Head of Liquidity Reporting Controllers and leadership team on core business focus areas, with an emphasis on governance and organization
• Participate, as needed, in developing appropriate operating models for each team, including talent decisions and appropriate business model
• Build relationships across key partner organizations to help ensure flow of information
• Provide support as needed to the Head of Liquidity Reporting Controllers on all key deliverables and engagements, including preparation of materials, talking points and briefing material for senior forums and regulatory engagements
• Ensure that tracking and monitoring mechanisms are in place to follow through on key decisions and actions emerging from operating routines and discussions

Specialized Skills:

The ideal candidate should be eager to learn the current liquidity processes and liquidity metrics, be a change-agent to effectively recommend and implement enhancements and help the broader Liquidity Reporting Controllers team to execute towards the target state. Existing knowledge of basic balance sheet products, off-balance sheet products, liquidity, controls, Citi's firm-wide systems and data architecture and project management are desirable.

-------------------------------------------------

Job Family Group: Finance

-------------------------------------------------

Job Family:Balance Sheet Management

------------------------------------------------------

Time Type:Full time

------------------------------------------------------

Primary Location:Long Island City New York United States

------------------------------------------------------

Primary Location Salary Range:$137,610.00 - $206,420.00

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi ) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting

-----------------------------

Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment
Show more details...
via My Valley Jobs Today posted_at: 17 hours agoschedule_type: Full-timesalary: 132,320–198,480 a year
The Balance Sheet Mgmt Ld 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 The Balance Sheet Mgmt Ld 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 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.

Responsibilities:
• Contributes to the governance of funding, investing and analytics of the balance sheet. This includes
• Participates in managing liquidity and interest rate risk, the capital/legal entity structure and capital planning as well as managing rating agency relationships.
• Involved in capital markets activities including commercial paper and securitization; liquidity, accrual risk oversight and transfer pricing.
• Exposure to Citi's balance sheet and develop understanding of data and technology infrastructure supporting the liquidity reporting process.
• Performs other duties and functions as assigned
• 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:
• Bachelor's degree in Finance or Accounting or related field preferred,
• 6-10 years of experience in Finance
• Must have advanced analytical skills but also the ability to see the big picture
• Excellent communication skills are imperative ie ability to make complex subjects easily digestible for senior management
• Exercises proven Power Point and Excel skills
• Ability to multitask in a fast-paced environment Ability to interact with all levels of management Must be a team player

Education:
• Bachelors degree, potentially Masters degree

The team is working on the build out of a new global Funds Transfer Pricing (FTP) system. You'll have the opportunity to drive the design, solutioning, and implementation of key functionality. The work will span across several business areas and products, which present their own unique challenges.

-

Job Family Group: Finance

-

Job Family:Balance Sheet Management

-

Time Type: Full time

-

Primary Location: Long Island City New York United States

-

Primary Location Salary Range: $132,320.00 - $198,480.00

-

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi ) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting

-

Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment
Show more details...
via WANE Jobs posted_at: 15 hours agoschedule_type: Full-time
The Balance Sheet Management ( BSM ) unit is a division within Treasury, and is part of Citigroup's broader Finance organization. Balance Sheet Management's specific responsibilities cover five key areas: • Asset and Liability Management (ALM): • FTP Governance & Execution: establishes and oversees the policies under which business assets and liabilities are priced based on interest rates and... liquidity values; executes various firm-wide transfer The Balance Sheet Management ( BSM ) unit is a division within Treasury, and is part of Citigroup's broader Finance organization. Balance Sheet Management's specific responsibilities cover five key areas:
• Asset and Liability Management (ALM):
• FTP Governance & Execution: establishes and oversees the policies under which business assets and liabilities are priced based on interest rates and... liquidity values; executes various firm-wide transfer pricing processes; and ensures retained costs and balance sheet in Treasury are minimal through an effective allocation process
• Interest Rate Risk Management: evaluates, analyses, and reports Interest Rate Risk in the accrual businesses for Citigroup
• Balance Sheet Analytics & Management: conducts analytics related to the firm's balance sheet, NIR/NIM and associated financial metrics to drive financial resource allocations, and leading on internal and external communication of the strategy and performance of the balance sheet
• Capital Management & Portfolio Analytics: Proposes Capital Policy design to Capital Committee including capital targets and buffers, and manages capital distribution strategy; designs the methodologies for allocating capital limits and attributing capital usage to businesses; and leads the design and delivery of portfolio management reporting and analytical capabilities to support Treasury's securities portfolios.
• Balance Sheet Costing (Infrastructure): Leads the design, development, and implementation of the firm's Funds Transfer Pricing system.
• Balance Sheet Costing (Methodology): Leads cross-functional working groups to design and evolve Balance Sheet costing frameworks and methodologies, which flow into the attribution of resource costs / benefits across users/providers of balance sheet resources.
• Asset Allocation: Designs and manages Treasury's allocation process on security portfolio strategy for Citi's $400bn+ global liquidity portfolios. The team also performs the review and challenge of the Stress Testing results for securities portfolios, and oversees model governance for models related to valuation and forecasting of AFS/HTM asset classes.

The successful candidate will join the Asset Allocation team and will participate as a subject matter expert in the Stress Testing/business planning review and challenge process for Citi's AFS/HTM Investment portfolio.Key Responsibilities
• Performing a SME role within AFS/HTM Workstream during the firm-wide stress testing (CCAR/DFAST) exercise
• Conducting the first line review and challenge of stress testing results, including:
• OCI forecast of AFS/HTM fixed income instruments under FAS115 (ASC 320)
• OCI forecast of fair value and cash flow hedging instruments under FAS 133 (ASC 815-20)
• OCI forecast of translation of foreign capital and its cost of hedge under FAS 52 (ASC 830)
• Forecast of current estimated credit losses (CECL) under ASC 326
• Participating in design of portfolio analytics, including the development of prototype financial models and tools to better understand and forecast the drivers of financial and risk metrics.
• Performing necessary periodic governance and documentation procedures, including presentation to the Senior Governance Group and AFS/HTM CCAR Methodology Document
• Provide cross-team support to the model governance and asset allocation team related to the ongoing model performance monitoring and stress related performance of various asset classes.
• Assist in coordinating and liaising with businesses and functions to educate and garner support for project initiatives.
• Contribute and support other cross-group projects and initiatives.Experience & Qualifications
• Three or more years of previous experience working in the finance industry.
• Minimum Bachelor's degree in a quantitative-focused discipline.
• Knowledge of financial instruments and products including an awareness of bank regulation, accounting, valuation techniques and risk measurement.
• Analytical background with problem solving skills and an ability to assimilate information across a variety of financial disciplines.
• Strong interpersonal and communication skills, both oral and written, with the ability to converse with a wide variety of people across functions / seniority.
• Experienced in the use of Microsoft Office applications (Excel, PowerPoint and Word).
• Coding knowledge such as SAS, SQL, VBA and Python, as well as working experience with SharePoint, will also be an advantage.
• High energy, self-starter with a flexible and pragmatic attitude and a desire to show continued progress.

Exceptional candidates who do not meet all of the criteria may be considered for the role.

-------------------------------------------------

Job Family Group: Finance

-------------------------------------------------

Job Family:Balance Sheet Management

------------------------------------------------------

Time Type:Full time

------------------------------------------------------

Primary Location:New York New York United States

------------------------------------------------------

Primary Location Salary Range:$137,610.00 - $206,420.00

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi ) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting

-----------------------------

Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment
Show more details...
via My Valley Jobs Today posted_at: 2 days agoschedule_type: Full-timesalary: 150K–175K a year
• Competitive compensation package, internal mobility, & DEI inclusion • Flexible PTO & tuition reimbursement About Our Client... Fortune 500, internationally known as one of the largest Bank's in the world. Report to Director & Head of Treasury function Job Description • Assists in providing accounting guidance and support for Citi business units. • Assists in strengthening and providing controls by showing transparency of the Balance Sheet. • • Competitive compensation package, internal mobility, & DEI inclusion
• Flexible PTO & tuition reimbursement
About Our Client...

Fortune 500, internationally known as one of the largest Bank's in the world.

Report to Director & Head of Treasury function
Job Description
• Assists in providing accounting guidance and support for Citi business units.
• Assists in strengthening and providing controls by showing transparency of the Balance Sheet.
• Advise on directional strategy by analyzing subject matter and its application in own job and the business.
• Present projects and findings to key stakeholders
• Manage projects from the frontlines
• Typically deals with complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting needs.
• Acts as SME to senior stakeholders and/or other team members.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
The Successful Applicant
• 5+ years of experience in finance with experience in spearheading projects
• Industry/function, analysis, communication skills, technical proficiency
• History of leading by doing
• Dynamic presentation skills
• Strong Microsoft Office skills. Experience with SQL is helpful but not required
• Self-starter who is analytical and a critical thinker

Education:
• Bachelor's degree in Finance or related discipline
What's on Offer

Working here is far more than just a job. A career with us means joining a family of more than 200,000 dedicated people from around the globe. You'll have the opportunity to grow your career, give back to your community and make a real impact. Some benefits of joining our team include
• Competitive compensation package
• Tuition reimbursement program
• Flexible planned time off
• Internal career mobility
• Being part of a company that fosters a culture of diversity and inclusion
Show more details...
via My Stateline Jobs posted_at: 15 hours agoschedule_type: Full-time
The Balance Sheet Mgmt Ld 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 The Balance Sheet Mgmt Ld 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 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.

Responsibilities:
• Contributes to the governance of funding, investing and analytics of the balance sheet.
• Participates in managing liquidity and interest rate risk, the capital/legal entity structure and capital planning as well as managing rating agency relationships.
• Involved in capital markets activities including commercial paper and securitization; liquidity, accrual risk oversight and transfer pricing.
• Exposure to Citi's balance sheet and develop understanding of data and technology infrastructure supporting the liquidity reporting process.
• Performs other duties and functions as assigned
• 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.

Successful Candidates Will Possess:

-Experience in a transformation environment including process and technology change management

-Ability to work in a high-energy environment leading teams with daily duties, and take ownership and timely execute on deliverables

-Innovative self-starter with ability to thrive in a fast-paced environment

-Team player with ability to work well with others, and able to collaborate across different levels and functions

-Good analytical, strategic, and problem-solving skills

-Strong attention to detail and ability to convey complex ideas (verbally, in writing, and visually through graphs, presentation slides, etc.)

-Well-developed listening skills and ability to engage with senior leaders

-Project management with experience leading product reviews or enterprise level initiatives

Basic Qualifications:

-At least 5 years of experience within regulatory reporting, financial reporting, product controller or liquidity management experience

-Bachelor's Degree

Preferred Qualifications

-At least 3 years of experience in Legal, Controllers, Treasury, or a Business with an understanding of liquidity-based metrics, regulatory reporting, analytics, and applicable regulations such as US LCR, US NSFR, and FR 2052a reporting

-Advanced Degree

-------------------------------------------------

Job Family Group: Finance

-------------------------------------------------

Job Family:Balance Sheet Management

------------------------------------------------------

Time Type:

------------------------------------------------------

Primary Location:Tampa Florida United States

------------------------------------------------------

Primary Location Salary Range:$110,090.00 - $165,130.00

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi ) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting

-----------------------------

Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment
Show more details...