VP, Finance Reporting Lead Analyst - Hybrid/Buffalo

$92,000 - $138,000/Yr

Citigroup - Getzville, NY

Full-time - Senior

Hybrid - Getzville, NY

Credit Intermediation and Related Activities

About the position

This position involves determining requirements and developing analytical solutions for Interest Rate Risk in Banking Book (IRRBB) and reporting designs based on the analysis of business needs, objectives, and existing infrastructure. The role supports the design and development of solutions for portfolio analytics and business intelligence for products traded by Treasury, including Investment Securities AFS/HTM, Derivatives, and Capital Hedging portfolios. Responsibilities include creating prototypes for analytics related to derivatives portfolios, project management activities for centralized financial/risk/management reporting, and building relationships with stakeholders. The position also involves advising on valuation and reporting of fixed income securities, coordinating enhanced reporting, reviewing portfolio models, designing dashboards, collaborating on analytical items, providing user training, and enhancing portfolio digitization capabilities.

Responsibilities

• Determine requirements and develop analytical solutions for Interest Rate Risk in Banking Book (IRRBB) and reporting designs.
• Support design and development of solutions for portfolio analytics and business intelligence for Treasury products.
• Create prototypes for analytics related to derivatives portfolios using data reporting systems and pricing tools.
• Manage projects for centralized and enhanced financial/risk/management reporting.
• Build relationships with stakeholders and analyze portfolio management models.
• Advise on valuation and reporting of fixed income securities and hedging programs.
• Coordinate to provide centralized and enhanced financial/risk/management reports.
• Review portfolio models and reports to identify opportunities for streamlining analytics and reporting.
• Design portfolio management dashboard using financial analysis techniques.
• Collaborate to build new analytical and reporting items across finance platforms.
• Work with trading desk partners to analyze financial and risk model setups.
• Provide user training and working group sessions to demonstrate analytics capabilities.
• Enhance portfolio digitization capabilities and develop foundation for future innovations.
• Review digitization tools like MicroStrategy, Power BI, and Tableau.

Requirements

• 8 plus years of experience working for a financial services organization.
• Experience analyzing Actual and Forecast results with knowledge of Transfer Pricing and Intercompany items.
• Thorough knowledge of key Interest Rate Risk metrics (IRE, EVS) and Citigroup Financial Systems (PEARL / GENESIS / Etc.).
• Proficiency with standard analysis tools (Excel / Access / SQL).
• Excellent written and oral communication skills.
• Demonstrates thorough knowledge of fundamental Balance Sheet and P&L.

Nice-to-haves

• Master's degree in Finance, Economics, or quantitative discipline.
• Finance certifications like CFA, CPA, FRM.

Benefits

• Medical, dental & vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages including vacation, sick leave, and paid holidays.