Senior Project Data Analyst KYC Modernization

Citi; Jacksonville (TX); On-site; USD 114,000 - 171,000; Full time

Job summary

Citi in Jacksonville, FL seeks a Senior Data Analyst to drive KYC modernization. You will be the analytical engine of the Execution Office, turning Jira and Zephyr data into actionable, predictive insights for senior leadership.

You will own the daily execution dashboard, analyze velocity, identify bottlenecks, perform root-cause analysis, and support executive reporting with clear visuals and concise summaries.

Qualifications

• 6-10 years of experience in data analysis, project management, or PMO on large-scale technology transformation programs.
• Expert-level Jira proficiency: dashboards, advanced JQL, Epics/stories/dependencies; Confluence macros a plus.
• Proven ability to analyze complex datasets and present findings clearly with tools like Excel/Tableau/Power BI.
• Strong understanding of Agile/Scrum, story points, velocity, and sprint ceremonies.
• Must be a proactive problem-solver who explains the data and suggests concrete actions.
• Excellent written and verbal communication, able to convey technical concepts to executives.
• Experience with test management tools like Zephyr; knowledge of AI applications is a plus.

Responsibilities

• Own the Daily Execution Dashboard with Jira and Zephyr data, delivering a single-pane view for executives.
• Track sprint velocity, defect rates, and build-bug trends to forecast bottlenecks.
• Perform root-cause analysis on blockers and defects; provide actionable recommendations.
• Ensure Jira/Zephyr data hygiene, clear dependencies, and accurate prioritization in plans.
• Support monthly executive reporting with concise visuals and summaries.

Skills

Analytical thinking

Communication

Problem solving

Agile/Scrum knowledge

Executive storytelling

Education

Bachelor’s degree or equivalent experience

AI-first mindset and tech-driven experience

Experience in AI and automation

Tools

Jira

Zephyr

Excel

Tableau/Power BI

Job description

The KYC Modernization initiative is a multi-year, enterprise-wide program to transform our global KYC processes by implementing a new core platform (Fenergo). As we pivot to a more data-driven execution model, we are seeking a highly analytical and proactive Senior Data Analyst to join our Execution Office.

This is not a passive reporting role. You will be the analytical engine of our daily War Room, responsible for interrogating our delivery data, identifying the root causes of delays, and providing the actionable recommendations that allow the Initiative Manager and senior leadership to make faster, smarter decisions.

Your primary mission is to replace narrative-based status updates with data-driven insights, transforming our Jira and Zephyr data from a complex repository into a clear, predictive tool for managing execution.

Key Responsibilities

Own the Daily Execution Dashboard:

• Maintain and enhance the Epic-Driven Daily Execution Dashboard, ensuring data from Jira and Zephyr is accurately reflected in a “single pane of glass” view and prepare dashboards for senior executives to facilitate decision making.
• Prepare the dashboard for the 3x weekly Execution War Room, highlighting critical blockers, at-risk capabilities, and negative trends before the meeting begins.
• Automate data pulls and visualizations to minimize manual report creation and maximize time spent on analysis.

Analyze Delivery Velocity and Predict Bottlenecks:

• Track sprint-on-sprint performance, including story point completion, defect resolution rates, and build-breaking bug trends.
• Analyze the flow of Epics across the full lifecycle (Dev > SIT > UAT > Done) to identify where capabilities are slowing down or getting stuck.
• Develop predictive metrics to forecast potential sprint spillover or milestone delays before they become critical.

Conduct Root Cause Analysis on Blockers and Defects:

• Go beyond simply reporting that an Epic is “Blocked.” Use Jira data to identify the specific dependency, the owner of the blocking task, and the aging of the issue.
• Analyze defect trends to identify systemic quality issues, such as a specific POD generating a high number of bugs or a recurring type of integration failure.
• Provide the “so what” behind the numbers, presenting clear, actionable recommendations to the Initiative Manager (e.g., “Data Migration defects have been flat for 3 days; we recommend assigning a dedicated engineer to defect #5821 to unblock the two dependent stories”).

Support Jira Data Hygiene and Structure:

• Work with Tech Leads and POD owners to ensure the Jira plan is maintained at a high quality, with clear dependencies, a defined critical path, and accurate capability prioritization (Non-Negotiable, High, Medium).
• Ensure all test cases in Zephyr are correctly linked to their parent Jira Epics to enable the end-to-end lifecycle view.
• Act as the subject matter expert for the Execution Office on JQL, helping to build and refine the queries that power our dashboards and reports.

Support Executive Reporting:

• Provide the quantitative data and analytical insights required for the monthly Steering Committee and other senior leadership briefings.
• Translate complex delivery metrics into clear, concise visuals and summaries that are easily consumable by an executive audience.

Qualifications & Required Skills

• Experience: 6-10 years of experience in a data analysis, project management, or PMO role on a large-scale technology transformation program.
• Jira Expertise (Non-Negotiable): Expert-level proficiency with Jira, including building complex dashboards, writing advanced JQL queries, and understanding how to structure projects with Epics, stories, and dependencies. Experience with Jira macros in Confluence is a strong plus.
• Data Analysis & Visualization: Proven ability to analyze complex datasets, identify trends, and present findings in a clear and compelling way. Experience with tools like Excel, Tableau, or Power BI is highly desirable.
• Agile/Scrum Knowledge: Deep understanding of Agile and Scrum methodologies, including concepts like story points, velocity, and sprint ceremonies.
• Problem-Solving Mindset: You must be a proactive problem-solver who goes beyond reporting the numbers to understand the “why” behind them and recommend concrete actions.
• Communication Skills: Excellent written and verbal communication skills, with the ability to explain complex technical concepts to a non-technical, executive audience.
• Experience with Testing Tools (Preferred): Familiarity with test management tools like Zephyr and an understanding of how to link test execution status back to development work items is a significant advantage, and AI experience.

Education:

• Bachelor’s/University degree or equivalent experience

• Possess an AI-first mindset and tech-driven experience, with a strong understanding of project lifecycles and their impact.

• Demonstrated experience in Artificial Intelligence and automation, capable of identifying opportunities and driving innovative solutions.

Job Family Group:

Operations - Core

Job Family:

Operations Project Management

Time Type:

Full time

Primary Location:

Jacksonville Florida United States

Primary Location Full Time Salary Range:

$113,840.00 - $170,760.00

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; and 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.

Anticipated Posting Close Date:

Aug 20, 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.

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