Finance Data Utilities & AI Enablement - SVP

The Fin Solutions Sr. Lead Analyst is a strategic professional who closely follows the latest trends in their field and adapts them for application within their job and the business. Typically a small number of people within the business provide the same level of expertise. Excellent communication skills are required to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required to guide, influence and convince others, in particular colleagues in other areas and occasional external customers.

Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team or project.

• Define and drive the long‑term product vision and strategy for financial data utility tools, ensuring alignment with organizational goals for financial control, reconciliation, and advanced analytical capabilities.
• Proactively identify and assess market trends, emerging AI/ML technologies, and process automation opportunities to enhance data utility.
• Translate complex business requirements related to financial ledger reconciliation, workflow optimization, and data analytics into a clear and actionable product roadmap.
• Participate in formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products, functions and locations.
• Develop and manage the product lifecycle for data utility tools, with a key objective to enforce and deliver solutions that precisely demonstrate reconciliation differences between legacy and target finance ledger systems.
• Drive the enhancement of workflow processes and data analytics capabilities, leveraging AI/ML for anomaly detection, data matching, and predictive insights in financial data.
• Participate in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications.
• Act as the primary liaison between business stakeholders (finance, controllers, reporting teams), technology teams (data engineering, AI/ML specialists), and external partners.
• Champion user needs and pain points related to financial data reconciliation and analysis, ensuring they are integrated into product development and prioritization.
• Communicate effectively and with strong presentation skills across all levels, especially engaging C‑Suite leaders, regarding product strategy, reconciliation insights, and the value proposition of data utility and AI solutions.
• Provide advice to internal clients on the implications of business trends, issues, operating environment changes and firm or business unit strategy.
• Ensure all data utility products adhere strictly to financial and regulatory reporting standards and internal compliance frameworks, particularly demonstrating the integrity of financial books and records through reconciliation.
• Oversee the integration of compliance and audit requirements directly into the product design and delivery process, focusing on transparent and auditable reconciliation outcomes.
• Possess a strong understanding of financial data architecture, data modeling, and advanced data analytics techniques.
• Guide the implementation of robust data controls, data lineage, tracing, and data quality rules specifically for comparative analysis and reconciliation processes.
• Leverage expertise in AI/ML frameworks, workflow automation platforms, and advanced data analytics tools to optimize the identification, analysis, and resolution of reconciliation differences.
• Explore and integrate cutting‑edge AI‑powered solutions for scalable and intelligent financial data utility.
• 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…