Citi-posted 2 days ago
Full-time • Mid Level
Getzville, NY
5,001-10,000 employees

Running and Operation: Lead initiatives focused on continuous improvement, process optimization, and the implementation of best practices to achieve and sustain operational excellence. Strategic Planning: Lead and develop the end-to-end operational execution of finance headcount strategies in alignment with the overall company vision, financial targets, and long-range plans. Process Ownership: Design, implement, and continuously refine robust headcount execution processes and controls, to ensure accuracy, compliance, and efficiency across the Finance function. System Optimization: Drive the optimization and effective utilization of headcount management systems and tools, working with IT and HR to identify enhancements, streamline workflows, and improve data integration. Budgeting & Forecasting: Collaborate with financial planning and analysis (FP&A) teams to integrate headcount plans into budget cycles, financial forecasts, and resource allocation models. Headcount Plan Implementation: Operationalize approved headcount plans and strategies, ensuring accurate and timely execution of staffing changes, and organizational adjustments within financial parameters. Process Coordination: Coordinate and facilitate headcount approval processes, working with relevant stakeholders to ensure all necessary documentation and approvals are in place before execution. System & Tool Utilization: Leverage subject matter expert in relevant headcount management systems and tools, utilizing them effectively for data entry, reporting, and process automation. Stakeholder Liaison: Serve as a primary point of contact for operational headcount inquiries from Finance business partners, HR, and other teams, providing timely and accurate information and support. Ensure effective communication, understanding, and execution of headcount strategies and policies. Process Adherence: Ensure strict adherence to established headcount policies, procedures, and controls. Process Improvement: Identify opportunities to enhance headcount management processes, tools, and systems. Drive initiatives to improve efficiency, accuracy, and transparency in workforce planning. Risk Management, Compliance and Controls: Ensure all headcount execution activities adhere strictly to internal policies, regulatory requirements, audit standards, and legal guidelines. Identify and mitigate operational risks related to headcount. Change Management: Lead and support change management initiatives related to new processes, system implementations, or significant organizational transformations impacting headcount execution. Operating Manuals & Guidance: Maintain and evolve workforce management operating manuals, guidelines, and best practices, providing clear guidance and training for stakeholders across the Finance function to ensure consistent application and understanding of headcount management processes.

  • Lead initiatives focused on continuous improvement, process optimization, and the implementation of best practices to achieve and sustain operational excellence.
  • Lead and develop the end-to-end operational execution of finance headcount strategies in alignment with the overall company vision, financial targets, and long-range plans.
  • Design, implement, and continuously refine robust headcount execution processes and controls, to ensure accuracy, compliance, and efficiency across the Finance function.
  • Drive the optimization and effective utilization of headcount management systems and tools, working with IT and HR to identify enhancements, streamline workflows, and improve data integration.
  • Collaborate with financial planning and analysis (FP&A) teams to integrate headcount plans into budget cycles, financial forecasts, and resource allocation models.
  • Operationalize approved headcount plans and strategies, ensuring accurate and timely execution of staffing changes, and organizational adjustments within financial parameters.
  • Coordinate and facilitate headcount approval processes, working with relevant stakeholders to ensure all necessary documentation and approvals are in place before execution.
  • Leverage subject matter expert in relevant headcount management systems and tools, utilizing them effectively for data entry, reporting, and process automation.
  • Serve as a primary point of contact for operational headcount inquiries from Finance business partners, HR, and other teams, providing timely and accurate information and support.
  • Ensure effective communication, understanding, and execution of headcount strategies and policies.
  • Ensure strict adherence to established headcount policies, procedures, and controls.
  • Identify opportunities to enhance headcount management processes, tools, and systems.
  • Drive initiatives to improve efficiency, accuracy, and transparency in workforce planning.
  • Ensure all headcount execution activities adhere strictly to internal policies, regulatory requirements, audit standards, and legal guidelines.
  • Identify and mitigate operational risks related to headcount.
  • Lead and support change management initiatives related to new processes, system implementations, or significant organizational transformations impacting headcount execution.
  • Maintain and evolve workforce management operating manuals, guidelines, and best practices, providing clear guidance and training for stakeholders across the Finance function to ensure consistent application and understanding of headcount management processes.
  • Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related quantitative field.
  • Minimum of 8-10 years of progressive experience in finance, strategic planning, workforce management, or a similar analytical role within a large, complex organization, preferably in the financial services industry.
  • Demonstrated experience in headcount planning, budgeting, forecasting, and financial analysis.
  • Proven track record of partnering with senior leadership and influencing strategic decisions.
  • Advanced proficiency in Microsoft Excel (e.g., pivot tables, complex formulas).
  • Experience with HR centric and position management systems.
  • Sophisticated ability to work with large datasets and keen attention to detail for data accuracy.
  • Excellent organizational skills and a high degree of attention to detail and accuracy.
  • Excellent analytical, problem-solving, and critical thinking skills.
  • Superior written and verbal communication as well as presentation abilities, with the capacity to articulate complex financial concepts to diverse audiences.
  • Strong interpersonal skills, with the ability to build and maintain effective working relationships across all levels of the organization.
  • High degree of intellectual curiosity and a proactive approach to identifying and addressing business challenges.
  • Ability to manage multiple tasks and prioritize effectively in a dynamic, fast-paced environment
  • Proactive and self-motivated with a strong work ethic.
  • Results-oriented with a keen eye for accuracy.
  • A collaborative team player.
  • Adaptable and comfortable with change.
  • An MBA or relevant Master's degree is highly preferred.
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