Citi
Financial Services
ExpenseManagementAnalyst
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Expense Management Analyst at Citi. Skills: Expense Management, Financial Reporting, Data Analysis. Ensure transaction expenses are accurate. Allocate expenses to correct desks”
What You'll Achieve.
Ensure current month expenses are accurately accounted for; Develop enhanced accuracy of expense reporting; Develop cost benefit reports based on necessary analysis
Industry & Context.
Process improvement
What They're Looking For.
Must Have
Experience in process improvement, Experience in financial products, Experience in general accounting, Experience in general ledger, Experience with large data sets, Proficient computer skills, Microsoft Office applications, Excel (v lookups, SUMIFS, pivot tables), Clear and concise written communication, Clear and concise verbal communication, Ability to work under pressure, Ability to manage deadlines, Ability to manage unexpected changes, Ability to work in a team-oriented environment, Bachelor's degree/University degree or equivalent experience
Nice to Have
Currently studying for an accounting qualification e. g. CIMA/ACCA
What You'll Do.
Ensure transaction expenses are accurate
Allocate expenses to correct desks
Manage booking of accruals
Manage Balance Sheet monitoring
Manage Balance Sheet reporting
Assist with month end close
Develop enhanced accuracy of expense reporting
Integrate VarCiti platform
Attend monthly review meetings
Contribute to monthly review meetings
Discuss actual expense results
Discuss historic expense trends
Participate in projects
Target trading efficiencies
Target post trade efficiencies
Monitor vendor landscape developments
Track changes to regulatory requirements
Develop cost benefit reports
Assess risk in business decisions
Drive compliance with laws
Drive compliance with rules
Drive compliance with regulations
Apply ethical judgment
Escalate control issues
Manage control issues
Report control issues
How You'll Work.
Team & Collaboration
Attend and contribute to monthly review meetings with Trading Desks; Attend and contribute to monthly review meetings with Business Chief Accounting Officers; Attend and contribute to monthly review meetings with Financial Planning and Action; Work with trade analytics team
Communication Scope
Clear and concise written communication; Clear and concise verbal communication
Process & Methodology
Participate in projects that target trading and post trade efficiencies
Full Job Description
**Expense Management Analyst** Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills to Citi’s Business Expense Transparency Team. By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. **_Team/Role Overview_** Citi’s Business Expense Transparency Team are responsible for reporting all Transactional and Market Data expenses booked for Citi. This includes reporting, analysis and transactional & market data expense optimisation for the Markets business. ** _What you’ll do:_** * Ensure transaction expenses are accurate and allocated to the correct trading desks and businesses * Mange the booking of accruals (estimates) based on trade data to ensure current month expenses are accurately accounted for * Manage the Balance Sheet monitoring and reporting process for the BET team * Assist with the month end close process for Transaction Expenses to tight deadlines * Trade Analytics & Trend Monitoring – work with trade analytics team to develop enhanced accuracy of expense reporting via integration of VarCiti platform into month end activities * Attend and contribute to monthly review meetings with Trading Desks, Business Chief Accounting Officers, Financial Planning and Action. This includes discussing actual expense results vs plan and historic trend * Participate in projects that target trading and post trade efficiencies * Monitor and track developments in vendor landscape and changes to regulatory requirements that affect each business unit * Develop cost benefit reports based on necessary analysis with data points that include trade volume, fee schedules, and vendor contracts * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and ass
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