**The Business Planning Lead is a senior level position responsible for the overall administrative activities of KYC Ops and RSU business.
The Business Associate may coordinate and manage activities such as the tracking of business financials, employee headcount and other administrative needs as necessary.
These tasks may include managing external audits, business continuity activities or addressing regulatory issues.
May manage ad hoc projects as requested.
**
**Responsibilities**:
- ** Complete financial deliverables including monthly forecasts, the annual budgeting process, investment tracking, Headcount evolution, client reporting and ad hoc requests.
**:
- ** Lead financial conversation directly with business & finance partners**:
- ** Promote and expense discipline for the business**:
- ** Understand in-depth how work is coordinated across areas and how it impacts the overall organization and bank strategies**:
- ** Drive productivity/ cost savings initiatives in partnership with the senior management team**:
- ** Advance organization/people strategy goals including communications strategy, talent strategy, and employee engagement initiatives**:
- ** Assist leadership/Chief of Staff in promoting and executing communications program**:
- ** May participate in People Engagement Working Group and promote Voice of the Employee (VOE) communications**:
- ** Participate in leadership meetings to assess scope of communications needs, educate leadership on strategy, and make recommendations for achieving desired impact**:
***Qualifications**:
- ** 6-10 years of experience in a financial services role**:
- ** Strong Financial experience preferred**:
- ** Demonstrated working knowledge of financial services industry**:
- ** Consistently demonstrates clear and concise written and verbal communication skills in English**:
- ** Demonstrated presentation and analytical skills**:
- ** Demonstrated organizational and project management skills**:
***Education**:
- ** Bachelor's Degree/University degree or equivalent experience**:
- ** Master's degree preferred**:
***This job description provides a high-level review of the types of work performed.
Other job-related duties may be assigned as required.
**:
- **Job Family Group**:
Business Strategy, Management & Administration
- **Job Family**:
Business Administration
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
View the "**EEO is the Law**" poster.
View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting