Wealth Solutions Advisor

3 - 7 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Finance Reporting Analyst 2 at Citi, your role will involve generating, reviewing, and escalating reconciliation exceptions in coordination with the Finance controller Team. Your main responsibility will be to accurately prepare and report business/financial transactions, reports, and statements in accordance with Citi policies. Key Responsibilities: - Implement reconciliation procedures to streamline processes and improve efficiency. - Participate in User Acceptance Testing (UAT) R1 deliverables of Strategic Ledger reconciliation processes. - Perform regular reconciliation, exceptions monitoring, and investigate discrepancies between different ledger systems. - Analyze breaks, identify trends and anomalies in ledger data, and escalate as needed. - Collaborate with Technology and other Finance teams to ensure timely resolution of breaks. - Contribute to new strategic initiatives of the Firm. - Maintain strong R&C ethic in the team and act as a maker/checker for exception monitoring activities. - Provide guidance and on-the-job training to new team members. - Escalate problems or issues related to transactions, processes, reports, or procedures. Qualifications: - 3 - 5 years of relevant experience within the financial services industry preferred. - Working knowledge of Oracle Ledger reconciliation is a plus. - Technical, analytical, writing, and communication skills to create effective desktop procedures. - Advanced Microsoft Office skills. In this role, you will be a valuable member of the Finance Family Group, specifically in the Fin Solutions Dsgn & Implement job family. Your work will be full-time and require skills such as Assessment, Change Management, Communication, Problem Solving, and Strategic Planning. If you believe you are the right fit for this position, we encourage you to apply and take the opportunity to join a global team of dedicated professionals at Citi.,

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