Expense Management AVP

Role Overview: As a Business Associate at our company, you will be responsible for handling overall administrative activities. This includes contributing to external audits, addressing regulatory issues, and assisting in financial tracking. You may also be involved in managing employee headcount and coordinating other administrative needs. Additionally, you may work on ad hoc projects as needed. Key Responsibilities: - Review and approve requests for new deal numbers, ensuring alignment with established guidelines and procedures - Review and approve pipeline transactions to ensure accurate revenue tagging within the system - Perform regular revenue reconciliation to prevent breaks and investigate any discrepancies promptly - Manage syndicate settlements for ECM/DCM products and maintain a strong understanding of FINRA regulations - Conduct M&A direct client billing and analysis of accounts - Review deal-related and client general expenses for accurate billing and allocation - Communicate with syndicate members on closeouts to gather necessary expense information - Liaise with product partners and coverage teams to ensure accurate exchange of client data - Provide data, presentations, and analysis to senior management to support decision-making - Manage monthly charge back processes for accurate expense allocation - Collaborate with other teams for seamless technology enhancements and process improvements - Address ad-hoc requests effectively, managing workload to meet tight deadlines - Identify opportunities for automation and process improvement - Ensure accurate reporting of KPIs by conducting thorough reviews - Assess risk when making business decisions and drive compliance with laws and regulations Qualifications: - 8-10 years of relevant experience - MS Office expertise - Experience with databases and information management - Clear and concise written and verbal communication skills Education: - Bachelors Degree/University degree or equivalent experience Additional Company Details: The Expense Management team is part of the India Global Services Unit, providing support to the Banking team in Revenue and Expense reporting. The team operates 5 days a week with shifts between 8 am to 11 pm. Occasional weekend login may be required for urgent work-related needs. We are looking for a full-time team member who can contribute effectively to the team's core responsibilities and demonstrate strong leadership and decision-making skills. If you are a person with a disability and require accommodation to use our search tools or apply for a career opportunity, please review the Accessibility at Citi.,