OMAI - Program Management Lead - Vice President

Citigroup Inc.; Town of Amherst (NY); On-site; USD 92,000 - 138,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off & holidays

Wellness programs

Job summary

Citigroup Inc. is seeking a Finance OM&A Governance & Oversight Lead in Getzville, NY to drive portfolio governance, PoC stage-gating, and executive transparency across Finance OM&A AI initiatives. The role oversees PoC approvals, investment governance, and milestone tracking in enterprise PM tools to ensure audit-ready delivery.

The position requires deep expertise in project and portfolio management, change management, and strong executive communication to partners and leadership teams.

Qualifications

• 7–10 years of relevant experience in portfolio governance, project management, PMO, or business management within financial services.
• Experience with PoC stage-gate processes and investment governance.
• Strong ability to build executive dashboards and MIS for senior leadership.
• Structured change management experience in digital/technology transformations.
• Excellent verbal and written communication for senior stakeholders.

Responsibilities

• Establish governance standards across Finance OM&A transformations and AI initiatives.
• Lead PoC approval lifecycle with rigorous evaluation and stage-gate approvals.
• Oversee portfolio tracking, milestones, and data integrity in enterprise PM tools to ensure audit-readiness.
• Design, automate, and maintain executive dashboards and KPI scorecards for senior leadership.
• Drive cross-functional collaboration with Finance, Technology, Risk & Control, and Agile teams.

Skills

Portfolio governance

PMO

Executive reporting

Change management

Analytical problem solving

Executive communication

Autonomy & multitasking

MS Office & dashboards

Education

Bachelor’s degree or equivalent

Tools

MS Office

Power BI

Tableau

Job description

The Finance OM&AI Governance & Oversight Lead is a key leadership role within the Finance Operating Model & Artificial Intelligence (OM&AI) organization. This position is responsible for establishing, driving, and maintaining robust portfolio governance frameworks, investment stage-gating, milestone tracking, and executive transparency across strategic

digital, automation, and Artificial Intelligence initiatives.

Operating at the intersection of business strategy, technology execution, and risk control, the Governance & Oversight Lead provides centralized oversight across the transformation lifecycle. Key accountabilities include managing the end-to-end Proof of Concept (PoC) approval process, governing investment requests and business case evaluations, administering portfolio tracking and milestones within the Citi’s enterprise program management tool, and automating executive dashboards and scorecards for senior leadership. The role requires deep expertise in project and portfolio management principles, investment governance, and structured change management to foster organizational readiness and ensure audit-ready delivery.

Key Responsibilities

Portfolio Governance & PoC Stage-Gating

• Establish Governance Standards: Define, standardize, and enforce portfolio governance frameworks, gating criteria, and control mechanisms across all Finance OM&AI transformation and AI initiatives.
• PoC Approval Lifecycle: Lead and coordinate the end-to-end Proof of Concept (PoC) approval process, ensuring rigorous evaluation, architectural alignment, risk vetting, and stage-gate approvals prior to scaling.
• Stage-Gate Reviews: Facilitate cross-functional review forums to evaluate initiative viability, milestone completion, and readiness for transition from PoC to production deployment.

Investment Governance & Project Administration

• Investment Intake & Prioritization: Manage the intake, review, prioritization, and tracking of investment requests and business cases across Finance OM&AI programs.
• Financial Validation & ROI: Verify funding alignment, business case assumptions, return on investment (ROI), and measurable benefit realization across the project lifecycle.
• Enterprise Program Management Tools: Oversee end-to-end portfolio tracking, milestone administration, and project data integrity within Citi’s Project Management Tracking System to maintain complete audit-readiness.

Executive Dashboards, MIS & Stakeholder Briefings

• Dashboard Design & Automation: Design, automate, and maintain executive-level dashboards, KPI scorecards, and Management Information Systems (MIS) providing real-time visibility into portfolio health, delivery status, budget utilization, and risks.
• Executive Governance Packs: Prepare and present high-impact governance packages, steering committee decks, and executive briefings for senior leadership and operating committees.
• Transparency & Communications: Provide clear, actionable insights to senior stakeholders to support data-driven decision-making and rapid resolution of delivery roadblocks.

Change Management & Cross-Functional Alignment

• Change Management Frameworks: Drive structured change management frameworks to ensure organizational readiness, seamless business adoption, and effective transition management for new digital tools and operating models.
• Cross-Functional Collaboration: Partner closely with Finance leadership, Technology partners, Risk & Control officers, and Agile project delivery teams to foster alignment and shared accountability.
• Dependency & Issue Resolution: Proactively identify, track, elevate, and resolve cross-program risks, issues, dependencies (RAID), and governance bottlenecks across concurrent workstreams.

Risk, Controls & Governance Supervision

• Decision Risk Assessment: Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.
• Policy & Control Compliance: Drive compliance with applicable laws, rules, regulations, and internal policies, applying sound ethical judgement and escalating control issues with complete transparency.
• Supervisory Accountability: Effectively supervise team activity and establish accountability for maintaining enterprise control and governance standards.

Required Qualifications

• Experience & Background: 7–10 years of relevant experience in portfolio governance, project management, PMO, or business management within the financial services industry.
• Enterprise Program Management Tools : Proven, hands‑on experience utilizing and managing portfolio data, milestones, and reporting within • Enterprise Program Management Tools or enterprise PPM platforms.
• PoC & Investment Governance: Demonstrated track record in managing Proof of Concept (PoC) stage-gate processes, investment request workflows, and quantitative business case evaluations.
• Executive Reporting & MIS: Strong expertise in building executive dashboards, KPI scorecards, and advanced reporting packages for senior leadership.
• Change Management Methodology: Proven experience applying structured change management methodologies to complex digital, technology, or operating model transformations.
• Methodology & Frameworks: Solid knowledge of project management frameworks (Agile, Waterfall, Hybrid) and enterprise governance lifecycles.
• Analytical Problem Solving: Strong analytical and problem-solving skills to evaluate complex portfolio data, risk factors, and control activities.
• Executive Communication: Exceptional verbal and written communication skills, with a demonstrated ability to engage, influence, and present at the senior executive level.
• Autonomy & Multitasking: Ability to manage multiple initiatives, competing priorities, and tight deadlines with high autonomy and meticulous attention to detail.
• Technical Tools Proficiency: Advanced proficiency in MS Office (Excel, PowerPoint) and dashboarding/visualization tools (e.g., Power BI, Tableau).
• Education: Bachelor’s / University degree or equivalent work experience.

Preferred Qualifications

• Advanced Education: Master’s Degree (MBA, MS in Finance, Information Systems, or related discipline).
• Finance & AI Domain Exposure: Prior experience supporting Finance, Artificial Intelligence (AI/ML), Generative AI, or digital transformation initiatives within a major banking or financial institution.
• Professional Certifications: Relevant certifications such as PMP, PMI-ACP, SAFe, Prosci (Change Management), or equivalent portfolio management credentials.
• Controls & MCA Framework: Familiarity with Citi's Manager's Control Assessment (MCA) framework, risk shift‑left practices, and enterprise data governance standards.

Job Family Group:

Project and Program Management

Job Family:

Program Management

Time Type:

Full time

Primary Location:

Getzville New York United States

Primary Location Full Time Salary Range:

$92,000.00 - $138,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

Citi offers competitive employee benefits, including:

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

Oct 27, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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 Citi’s EEO Policy Statement and the Know Your Rights poster.