Recovery and Resolution Planning - SVP

Citi•Charlotte, NC

2d•$145,840 - $218,760

About The Position

Recovery and Resolution Planning (RRP) designs, develops, and maintains the firm’s recovery and resolution plans and related capabilities. This includes developing central strategies for timely and effective financial, legal, and operational actions during periods of unprecedented stress. The work requires coordination with stakeholders across technology, finance, treasury, operations, and business units to ensure readiness. RRP sets requirements for and reviews plan documentation to meet regulatory guidelines and support management and board decision-making during planning and execution. It also identifies capabilities needed to develop and execute plans, establishes a framework for testing those capabilities, oversees plan approval and submission governance, and manages regulatory engagement for plan review and challenge. The RRP Financial Forecasting Lead is a key leadership role in Citi’s RRP organization. The role supports the development and execution of Citi’s RRP forecasting capabilities in coordination with partners across Treasury, Finance, Lines of Business, and Risk Management. It ensures the integrity, automation, and operational performance of forecasting capabilities and plans and executes forecast production across material legal entities using Citi applications, systems, and controls. The position requires subject matter expertise in capital, liquidity, and balance sheet forecasting and analysis, and the ability to develop and implement assumptions consistent with Citigroup’s RRP strategies.

Requirements

10+ years of experience in financial forecasting, data modeling, risk analytics, or treasury activities within a global financial institution.
Strong technical expertise in data analytics, including experience with Tableau, Power BI, Python, or similar tools.
Proven PowerPoint and Excel skills.
Strong understanding of financial products and regulatory requirements in the banking book and/or trading book domain.
Understanding of U.S. regulatory reporting requirements and their data implications.
Proven ability to lead cross-functional initiatives and drive data transformation projects within Finance, Risk, or Treasury functions.
Excellent communication and presentation skills, including the ability to convey complex data insights to senior management and regulators.
Strong project management skills, with experience in process improvement and automation initiatives.
Strong understanding of financial services data, regulatory requirements, and compliance frameworks.
Bachelor’s or Master’s degree in Finance, Data Science, Business, Economics, or a related field.

Nice To Haves

Experience with financial modeling, data analytics, or financial forecasting tools.
Interest in building Recovery and Resolution Planning knowledge or expertise.

Responsibilities

Design, implement, and execute Citi’s RRP forecasting capabilities in alignment with internal methodologies and regulatory expectations.
Oversee data sourcing, application deployment, and control execution to ensure accuracy, completeness, and consistency in RRP forecasting output and reporting.
Enhance workflows using data and analytical tools.
Partner with technology, risk, and finance teams to improve production processes and efficiency.
Provide internal subject matter expertise on RRP financial forecasting processes to internal stakeholders.
Support RRP forecasting governance forums by providing data-driven insights, trends, and recommendations for senior leadership.
Plan and execute forecast production across material legal entities using Citi applications, systems, and controls.

Benefits

Medical coverage
Dental coverage
Vision coverage
401(k)
Life insurance
Accident insurance
Disability insurance
Wellness programs
Paid time off, including planned vacation and unplanned sick leave
Paid holidays
Eligible employees may receive discretionary and formulaic incentive and retention awards.