Senior Project Data Analyst KYC Modernization

Citi; Jacksonville (FL); On-site; USD 113,840 - 170,760; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off

Job summary

Citi is seeking a Senior Data Analyst in Jacksonville to drive the KYC modernization program. You will own analytics for daily execution, identify bottlenecks, and deliver actionable insights to senior leadership to accelerate decision-making.

You will integrate Jira/Zephyr data, automate dashboards, and partner with the Execution Office to improve delivery velocity and quality across epics and milestones.

Qualifications

• 6–10 years experience in data analysis or PMO on large-scale technology transformation.
• Jira expertise: build dashboards, write advanced JQL, manage Epics/stories/dependencies.
• Proficient data analysis & visualization with Excel, Tableau, or Power BI.
• Strong Agile/Scrum knowledge including velocity and sprint concepts.
• Proactive problem solving with actionable recommendations for leadership.
• Excellent written and verbal communication for executive audiences.
• Experience with Zephyr and linking test status to development work; AI experience is a plus.

Responsibilities

• Own the Daily Execution Dashboard tying Jira/Zephyr data to a single view.
• Prepare the 3x weekly Execution War Room for blockers and trends.
• Automate data pulls and visualizations to reduce manual reporting.
• Analyze sprint velocity and bottlenecks across Epics (Dev → SIT → UAT → Done).
• Provide root-cause analyses and actionable recommendations.
• Ensure Jira/Zephyr data hygiene with proper dependencies and paths.
• Support executive reporting with clear, data-driven insights.

Skills

Data analysis

Visualization

Communication

Problem solving

Agile/Scrum

Education

Bachelor’s degree

Tools

Jira

Confluence

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 actionable recommendations that allow the Initiative Manager and senior leadership to make faster, smarter decisions.

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…
  • Provide the "so what" behind the numbers, presenting clear, actionable recommendations…
• 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.

Benefits and Compensation

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.

Location and Salary

Primary Location: Jacksonville, Florida, United States. Salary Range: $113,840.00 - $170,760.00.

Application Deadline

Anticipated Posting Close Date: Jul 30, 2026.

Equal Opportunity Employer

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

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