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Citi · 1 day ago

Cash Trade Processing Senior Analyst

Newark Delaware United States

Full-time

Onsite

Mid, Senior Level

$78K/yr - $117K/yr

1+ years exp

Citi is a leading global bank, and they are seeking a Cash Trade Processing Senior Analyst to provide operational support for the Public Sector Lockbox Operations team. The role focuses on developing and managing performance measures and reporting tools to support data-driven decision-making and continuous improvement in operations.

BankingFinanceFinancial Services

No H1B

U.S. Citizen Only

Responsibilities

Develop, implement, and maintain robust operations performance measures to ensure accurate and timely availability of reports essential for strategic decision-making

Ensure weekly/monthly operations reporting metrics are provided timely and accurately

Collaborate with various departments to understand unique reporting needs, providing guidance and support in establishing effective reporting solutions

Monitor and analyze the performance of existing reporting tools, proactively identifying areas of enhancement, implementing upgrades, and troubleshooting issues to minimize downtime

Proactively identify and resolve data quality issues through regular audits, ensuring the accuracy and reliability of all reports

Conduct thorough root cause analysis on risk points, anomalies, and exceptions within the reporting framework

Analyze complex datasets to identify key trends, anomalies, and opportunities for improvement

Create visualizations to effectively communicate data findings to diverse audiences

Leverage performance measures to develop and maintain capacity planning tools

Generate ad hoc tools and reports as required to support business needs

Train and support end-users in effectively utilizing performance measures, providing guidance on report generation, data extraction, and interpretation

Prepare and present insightful reports and analyses derived from performance measures to support strategic decision-making processes

Produce weekly and monthly scorecards to assess and track employee performance

Provide detailed headcount tracking and reporting for both permanent and contractor staffing

Ensure strict adherence to departmental policies and compliance guidelines for both Citi and the client

Proactively identify control deficiencies, escalate issues in a timely manner, and implement appropriate measures to mitigate risks

Review and analyze financial data, identifying trends and areas of opportunity for process improvements and cost efficiencies

Qualification

Microsoft OfficeManagement Information SystemsTableauSQLVBAAnalytical SkillsCommunication SkillsProblem-Solving SkillsInterpersonal SkillsWork EthicAdaptability

Required

Bachelor's degree, Associate's degree, or equivalent experience in a related field

U.S. Citizenship or Permanent Residency (green card) is a requirement for this position

Required to pass an extensive background check that is renewed every 5 years

1 – 3 years of relevant experience in a lockbox operations environment preferred

Advanced proficiency with all Microsoft Office products, specifically PowerPoint, Excel, Access, and Word

Strong technical knowledge and experience in managing complex Management Information Systems (MIS)

Advanced level knowledge of Tableau development including Tableau Desktop and Tableau Prep

Intermediate knowledge of Coding, SQL and VBA

Demonstrated advanced analytical skills with the ability to interpret complex data and draw actionable insights

Proven ability to perform root cause analysis and identify solutions

Excellent written and verbal communication skills, capable of conveying complex information clearly and concisely to diverse audiences and at all levels in the organization

Demonstrated ability to prepare and deliver executive-level presentations effectively

Strong listening skills to understand stakeholder needs

Proven ability to collaborate effectively with all levels of employees

Demonstrated ability to respond appropriately under pressure and effectively multi-task in a fast-paced and dynamic environment