Citigroup, Inc

Reconciliation and Proofing Lead Analyst Vice President

Citigroup, Inc • $103K — $155K *
Tampa, FL 33647In-Person
Finance & Insurance
5 - 7 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • 6-10 years of experience in operations or transaction services
  • Strong client service focus
  • Good analytical skills for complex problem-solving
  • Execution focused with an emphasis on timely deliverables
  • Excellent communication skills for influencing stakeholders
  • Ability to develop partnerships with internal and external clients

Responsibilities

  • Manage front to back reconciliation, operational risk identification, and trade confirmation
  • Develop and implement business initiatives related to pre-settlement and transaction activities
  • Analyze transaction capture issues to recommend actionable solutions
  • Ensure delivery of complex deliverables with a focus on quality and integrity
  • Oversee performance of daily operational processes related to transaction capture
  • Establish and track KPIs and SLAs for operational efficiency
  • Consult with clients to identify needs and enhance service quality
  • Drive process improvements and cost-saving opportunities

Benefits

  • Medical, dental & vision coverage
  • 401(k) retirement plan
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off for vacation and sick leave
  • Paid holidays
Full Job Description
The Rec & Proofing Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:
  • Responsible for supporting the management of front to back reconciliation, identifying operational risk, trade confirmation and settlement forecasts.
  • Develops and implements business initiatives, client solutions, and/or projects affiliated with pre-settlement processes and transaction capture activities
  • Stays abreast of developments within own field and considers his/her implications for own job and the business
  • Takes responsibility for volume, quality, timeliness and delivery of complex deliverables
  • Accountable for integrity of process, operations and associated results and may have responsibility for planning, budgeting and policy formulation within area of expertise
  • Responsible for detailed analysis of issues on transaction capture and all the related functions where the best course of action is not evident from the information available, but actions must be recommended/ taken
  • Supports a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients.
  • Develops and exercises business plans, policies and procedures, and demonstrates an ability to lead projects, offer innovative
  • solutions and cost saving opportunities
  • Demonstrates good analytical skills to filter, prioritize and validate potentially complex material from multiple projects
  • Oversees the daily performance related to transactions capture pre-settlement activities of operations processes to satisfactory completion of the daily operational cycle
  • Defines, develops, implements and tracks appropriate KPIs and SLAs for the group
  • Committed to process improvement, client service, control, and cost reduction and identifies any opportunity to implement process improvements, service enhancements, or technology enhancements
  • Liaises with internal and external clients to assess service quality and identify areas for improvement
  • Conducts discovery and due diligence activities with clients to meet their needs, solving complex client queries and consults with
  • clients as required
  • Provides in-depth and sophisticated analysis to define problems and develop solutions
  • Influences strategic functional decisions through advice, counsel or provided services that have direct impact on the business
  • Acts as an advisor or coach to new or junior staff
  • Builds and maintains effective relationships with colleagues, management, internal/external clients and stakeholders;
  • facilitates and enables change
  • Persuades and influences colleagues, management, clients and stakeholders through excellent communication, interpersonal and diplomacy skills
  • Appropriately assess 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.

Qualifications:

  • 6-10 years of experience
  • Client Service Focused
  • Good Analytical skills
  • Execution focused
  • Excellent communication skills
  • Good influencing skills
  • Develops partnerships with key internal and external stakeholders

Education:

  • Bachelor's/University degree, Master's degree preferred


Job Family Group:
Operations - Transaction Services

Job Family:
Reconciliation and Proofing

Time Type:
Full time

Primary Location:
Tampa Florida United States

Primary Location Full Time Salary Range:
$103,920.00 - $155,880.00

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:
Jun 25, 2026

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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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Finance & Insurance
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ
C
* Ladders Estimates

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