Recovery and Resolution Planning - SVP

Citi; Charlotte (NC); Vor Ort; USD 146.000 - 219.000; Vollzeit

Benefits dieser Stelle

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Wellness programs

Paid time off

Zusammenfassung

Citi in Charlotte is seeking a senior RRP Financial Forecasting Lead to design and execute the company’s forecasting capabilities for Recovery and Resolution Planning. You will coordinate with Treasury, Finance, Lines of Business and Risk Management to ensure data integrity and reliable outputs across Citi’s entities.

The role requires deep expertise in capital, liquidity, and balance sheet forecasting, and the ability to implement assumptions consistent with Citi’s RRP strategies.

Qualifikationen

• 10+ years of experience in financial forecasting, data modeling, risk analytics or treasury activities within a global financial institution.
• Proven expertise in data analytics with Tableau, Power BI, Python, etc.
• Strong skills in PowerPoint and Excel; familiarity with financial modeling and forecasting tools is a plus.
• Solid understanding of financial products and regulatory requirements in banking books and trading books.
• Knowledge of U.S. regulatory reporting requirements and data implications.
• Experience leading cross-functional initiatives and data transformation projects.

Aufgaben

• Design, implement and execute Citi’s RRP forecasting capabilities aligned with internal methodologies and regulatory expectations.
• Oversee data sourcing, application deployment, and control of forecasting processes to ensure accuracy and consistency.
• Enhance workflows using data and analytical tools.
• Collaborate with technology, risk and finance teams to improve production processes and efficiency.
• Provide SME insights for RRP forecasting processes across internal stakeholders.
• Support governance forums with data-driven insights, trends, and leadership recommendations.

Kenntnisse

Tableau

Power BI

Python

Data analytics

Excel

Financial forecasting

Regulatory knowledge

Leadership

Communication

Project management

Ausbildung

Bachelor’s or Master’s in Finance/Data Science/Business/Economics

Tools

Excel

PowerPoint

Jobbeschreibung

Recovery and Resolution Planning (RRP) is responsible for the design, development and maintenance of the firm’s recovery and resolution plans and related capabilities. The plans require development of central strategies to support timely and effective execution of various financial, legal and operational actions during periods of unprecedented stress. Development of the plans requires coordination with stakeholders across the organization, including technology, finance, treasury, operations and businesses, to ensure execution readiness. RRP sets the requirements for and reviews plan documentation to ensure that it meets regulatory guidelines and is fit for purpose to guide management and board throughout both the planning and execution phases. RRP is also responsible for identifying required capabilities necessary to support plan development and execution and for establishing the framework to support capabilities testing. Finally, RRP oversees and manages the governance process associated with plan approval and submission along with regulatory engagement for plan review and challenge.

The RRP Financial Forecasting Lead is a key leadership role in Citi's RRP organization. The role will support the development and execution of Citi's RRP forecasting capabilities, coordinating with key partners across Treasury, Finance, Lines of Business and Risk Management. This role ensures the integrity, automation, and operational performance of Citi's RRP forecasting capabilities. The individual will be able to plan and execute the forecast production across material legal entities leveraging Citi's applications, systems and controls to support reliable results. The role requires subject matter expertise in capital, liquidity, and balance sheet forecasting and analysis with the ability to develop and implement assumptions consistent with Citigroup's RRP strategies.

Key Responsibilities

• Design, implement and execute Citi's RRP forecasting capabilities, ensuring alignment with internal methodologies and regulatory expectations
• Oversee data sourcing, application deployment, control execution of forecasting process to ensure accuracy, completeness and consistency in RRP forecasting output and reporting
• Enhance workflows leveraging data and analytical tools
• Partner with technology, risk and finance teams to continually improve production processes and efficiency
• Provide internal subject matter expertise for the RRP financial forecasting processes across internal stakeholders
• Support RRP forecasting governance forums by providing data-driven insights, trends, and recommendations for senior leadership

Qualifications

• 10+ years of experience in financial forecasting, data modeling, risk analytics or treasury activities within a global financial institution
• Strong technical expertise in data analytics, including experience with Tableau, Power BI, Python, etc.
• Exercised proven PowerPoint and Excel skills; experience with financial modeling, data analytics, or financial forecasting tools is a plus
• Strong understanding of financial products and regulatory requirements in the banking book and/or trading book domain
• Understanding of U.S. regulatory reporting requirements and their data implications.
• Proven ability to lead cross-functional initiatives and drive data transformation projects within Finance, Risk, or Treasury functions
• Excellent communication and presentation skills, with the ability to convey complex data insights to senior management and regulators
• Strong project management skills, with experience in process improvement and automation initiatives
• Strong understanding of financial services data, regulatory requirements, and compliance frameworks – interest in building Recovery and Resolution Planning knowledge/expertise

Education

• Bachelor’s or Master’s degree in Finance, Data Science, Business, Economics, or a related field

Job Family Group

Finance

Job Family

Financial Solutions Design & Implementation

Time Type

Full time

Primary Location

NC-CHARLOTTE (BALLANTYNE)

Primary Location Full Time Salary Range

$145,840.00 - $218,760.00

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• 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

Assessment, Change Management, Communication, Credible Challenge, Management Reporting, Problem Solving, Program Management, Risk Management, Stakeholder Management, Strategic Planning.

Other Relevant Skills

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

Anticipated Posting Close Date

Oct 30, 2026

Automated Processing and AI

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