Citigroup, Inc

KYC Modernization Project Manager

Citigroup, Inc$113K — $170K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6-10 years in data analysis, project management, or PMO roles for large technology transformations.
  • Expert-level Jira skills including dashboard creation and advanced JQL queries.
  • Proficient in analyzing datasets and visualizing findings using tools like Excel, Tableau, or Power BI.
  • Strong understanding of Agile methodologies, including story points and sprint processes.
  • Proactive problem solver with a focus on actionable recommendations.
  • Excellent communication skills, capable of simplifying complex data for executive audiences.
  • Familiarity with testing tools like Zephyr is preferred, knowledge of AI is a plus.

Responsibilities

  • Own and enhance the Epic-Driven Daily Execution Dashboard for clear visibility.
  • Prepare dashboards for the Execution War Room, highlighting key blockers and trends.
  • Automate data pulls and visualizations to streamline reporting and enhance analysis time.
  • Analyze performance metrics to track delivery velocity and identify potential bottlenecks.
  • Conduct root cause analyses of blockers and defects, providing insights and recommendations.
  • Maintain data hygiene in Jira, ensuring clarity in project structure and dependencies.
  • Support executive reporting with data-driven insights and simplified visual summaries.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • 401(k) retirement plan with employer contributions.
  • Life, accident, and disability insurance.
  • Wellness programs promoting employee health.
  • Generous paid time off including vacation and sick leave.
Full Job Description
The KYC Modernization initiative is a multi-year, enterprise-wide program to transform our global KYC processes by implementing a new core platform (Fenergo). As we pivot to a more data-driven execution model, we are seeking a highly analytical and proactive Senior Data Analyst to join our Execution Office.

This is not a passive reporting role. You will be the analytical engine of our daily War Room, responsible for interrogating our delivery data, identifying the root causes of delays, and providing the actionable recommendations that allow the Initiative Manager and senior leadership to make faster, smarter decisions.

Your primary mission is to replace narrative-based status updates with data-driven insights, transforming our Jira and Zephyr data from a complex repository into a clear, predictive tool for managing execution.

Key Responsibilities

Own the Daily Execution Dashboard:
  • Maintain and enhance the Epic-Driven Daily Execution Dashboard, ensuring data from Jira and Zephyr is accurately reflected in a "single pane of glass" view and prepare dashboards for senior executives to facilitate decision making.
  • Prepare the dashboard for the 3x weekly Execution War Room, highlighting critical blockers, at-risk capabilities, and negative trends before the meeting begins.
  • Automate data pulls and visualizations to minimize manual report creation and maximize time spent on analysis.

Analyze Delivery Velocity and Predict Bottlenecks:
  • Track sprint-on-sprint performance, including story point completion, defect resolution rates, and build-breaking bug trends.
  • Analyze the flow of Epics across the full lifecycle (Dev 12 SIT 12 UAT 12 Done) to identify where capabilities are slowing down or getting stuck.
  • Develop predictive metrics to forecast potential sprint spillover or milestone delays before they become critical.

Conduct Root Cause Analysis on Blockers and Defects:
  • Go beyond simply reporting that an Epic is "Blocked." Use Jira data to identify the specific dependency, the owner of the blocking task, and the aging of the issue.
  • Analyze defect trends to identify systemic quality issues, such as a specific POD generating a high number of bugs or a recurring type of integration failure.
  • Provide the "so what" behind the numbers, presenting clear, actionable recommendations to the Initiative Manager (e.g., "Data Migration defects have been flat for 3 days; we recommend assigning a dedicated engineer to defect #5821 to unblock the two dependent stories").

Support Jira Data Hygiene and Structure:
  • Work with Tech Leads and POD owners to ensure the Jira plan is maintained at a high quality, with clear dependencies, a defined critical path, and accurate capability prioritization (Non-Negotiable, High, Medium).
  • Ensure all test cases in Zephyr are correctly linked to their parent Jira Epics to enable the end-to-end lifecycle view.
  • Act as the subject matter expert for the Execution Office on JQL, helping to build and refine the queries that power our dashboards and reports.

Support Executive Reporting:
  • Provide the quantitative data and analytical insights required for the monthly Steering Committee and other senior leadership briefings.
  • Translate complex delivery metrics into clear, concise visuals and summaries that are easily consumable by an executive audience.

Qualifications & Required Skills
  • Experience: 6-10 years of experience in a data analysis, project management, or PMO role on a large-scale technology transformation program.
  • Jira Expertise (Non-Negotiable): Expert-level proficiency with Jira, including building complex dashboards, writing advanced JQL queries, and understanding how to structure projects with Epics, stories, and dependencies. Experience with Jira macros in Confluence is a strong plus.
  • Data Analysis & Visualization: Proven ability to analyze complex datasets, identify trends, and present findings in a clear and compelling way. Experience with tools like Excel, Tableau, or Power BI is highly desirable.
  • Agile/Scrum Knowledge: Deep understanding of Agile and Scrum methodologies, including concepts like story points, velocity, and sprint ceremonies.
  • Problem-Solving Mindset: You must be a proactive problem-solver who goes beyond reporting the numbers to understand the "why" behind them and recommend concrete actions.
  • Communication Skills: Excellent written and verbal communication skills, with the ability to explain complex technical concepts to a non-technical, executive audience.
  • Experience with Testing Tools (Preferred): Familiarity with test management tools like Zephyr and an understanding of how to link test execution status back to development work items is a significant advantage, and AI experience.


Education:
  • Bachelor's/University degree or equivalent experience


Job Family Group:
Operations - Core

Job Family:
Operations Project Management

Time Type:
Full time

Primary Location:
Jacksonville Florida United States

Primary Location Full Time Salary Range:
$113,840.00 - $170,760.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills
Please see the requirements listed above.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:
Jul 28, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents - AI Notice and Right

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

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Founded
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