Equity and Deferred Compensation Sr. Analyst / AVP

CitiJacksonville, FL
$79,120 - $118,680Onsite

About The Position

The Equity & Deferred Compensation Sr. Analyst is a seasoned professional role that applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. This role integrates subject matter and industry expertise within a defined area and requires an in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. The individual will evaluate moderately complex and variable issues with substantial potential impact, where the development of an approach or taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. The role regularly assumes informal/formal leadership roles within teams and is involved in coaching and training of new recruits. This position has a significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in the area of specialization. The work and performance of all teams in the area are directly affected by the performance of the individual. The role also requires appropriately assessing risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Requirements

  • 5-8 years of experience
  • Proficient in Microsoft Office with an emphasis on MS Excel
  • Ability to meet deadlines while dealing with multiple priorities.
  • Consistently demonstrates clear and concise written and verbal communication skills

Responsibilities

  • Manages the vesting and share delivery of Citi's global stock award programs, including the treatment of awards upon separation from the company.
  • Has full ownership of processes including but not limited to; creation of stock awards, stock option grants and deferred compensation, award reconciliation, preparation and distribution of communication and award agreements.
  • Serves as a subject matter expert in their field and uses expertise to run meetings with vendors as well as internal groups such as Finance, Tax, and Payroll.
  • Tracks and processes awards for participants with certain changes in employment status.
  • Conceptualizes and works with Information Technology team to incorporate new equity/deferred comp programs and/or changes within the existing recordkeeping applications.
  • Partners with Payroll, Tax, Legal and Finance to ensure proper reporting of plan activity, and compliance with current legislation.
  • Ensures all processes are completed with accuracy and within required timeframes. Ensure compliance with program provisions and legal and tax regulations. Review and reconcile all data to ensure accuracy. Reviews and analyzes daily and weekly processing and exception reports.
  • Identifies and implement process improvements.
  • Acts as subject matter expert on the vesting process for equity compensation initiatives and projects, including the development, testing and implementation of a new equity administration system.
  • Develops and deliver communications to participants and HR related to vesting events. Develop and deliver presentations to Human Resources and Global Equity Coordinators.
  • Provides superior customer service to program participants and Human Resources. Resolve escalated issues for clients.
  • Additional duties as assigned

Benefits

  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
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