Citi

Financial Management & Headcount Associate

Citi  •  Republic of Costa Rica (Remote)  •  6 hours ago
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Job Description

This is an opportunity to play a central role in how Citi's Client Organization manages its financial and headcount operations, sitting within the Client COO team that directly supports the Chief Client Officer. As a Financial Management & Headcount Associate, you will coordinate and deliver key operational processes from financial reporting and headcount management to controls evidencing and stakeholder coordination ensuring accuracy, consistency, and efficiency across a globally connected team. You will work closely with senior leadership and cross-functional partners to keep critical business routines running smoothly and to drive continuous improvement across reporting and operational processes.

Responsibilities

  • Coordinate the delivery of headcount and financial management processes, ensuring deadlines are met and stakeholders across the Client Organization are kept informed and aligned.
  • Consolidate and reconcile financial and headcount data from multiple sources, using Excel to identify discrepancies and ensure consistency across reporting cycles.
  • Manage milestone reporting processes end-to-end, maintaining quality, accuracy, and timeliness across business-critical outputs.
  • Collate, review, and file audit trail documentation including emails and supporting materials to evidence controls and maintain clear operational records.
  • Document business-as-usual protocols and operational procedures to support team continuity and process standardization.
  • Identify and support the remediation of self-identified issues, coordinating with internal teams to resolve gaps and improve operational quality.
  • Deliver ad-hoc project support for the Client COO team, contributing to strategic initiatives and operational improvements as priorities evolve.

Required qualifications & skills

  • 6 or more years of experience in financial services or a related industry, with a clear track record of delivering in complex, fast-paced environments.
  • Advanced Excel skills, with the ability to consolidate, reconcile, and analyze large datasets accurately and efficiently.
  • Exceptional attention to detail, with the ability to manage high volumes of work without compromising quality or accuracy.
  • Strong organizational skills, with the ability to manage shifting priorities and deliver multiple tasks concurrently under pressure.
  • Clear and confident communication skills both written and verbal with the ability to engage effectively at all levels of a global organization.
  • Bachelor's degree or equivalent professional experience.

Beneficial skills & qualifications

  • Familiarity with data visualization or collaboration tools such as Tableau or SharePoint, used to improve reporting efficiency and team coordination.
  • Experience working with AI tools or prompting techniques to streamline operational tasks and enhance productivity.
  • Knowledge of how large financial institutions operate, including an understanding of Citi's products, services, or organizational structure.
  • Previous experience in business execution or project management, with exposure to program governance or strategic initiative delivery.
  • A Master's degree or postgraduate qualification in a relevant field.

What we offer

Joining Citi's Client COO team means working at the center of a globally connected organization, where your contributions directly support the priorities of senior leadership and shape how the Client organization operates at scale. This is a role where operational precision meets strategic impact and where your work is visible, valued, and consequential.

  • A hybrid working arrangement of 3 days in the office and 2 days working remotely, giving you flexibility alongside meaningful in-person collaboration.
  • Direct exposure to senior leadership and cross-functional teams across Citi's global network, broadening your professional perspective and career reach.
  • The opportunity to contribute to strategic initiatives and business-critical programs, building project management experience alongside your operational expertise.
  • A performance-driven environment where your analytical skills and attention to detail are recognized and rewarded.
  • Access to Citi's global learning and development resources, supporting your continued professional growth within financial services.
  • Wellbeing and financial benefits in line with Citi's commitment to supporting employees across all stages of their careers.

Apply now to bring your financial services expertise to a role where operational excellence directly shapes the performance of one of the world's leading global banks.

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Job Family Group:

Business Strategy, Management & Administration

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Job Family:

Business Execution & Administration

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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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.

Citi

About Citi

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

For information on Citi’s commitment to privacy, visit on.citi/privacy.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
New York, New York
Year Founded
1812
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