The Reconciliation & Proofing Sr Billing Analyst is a seasoned professional role supporting the NAM Custody Billing. This role applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the invoicing function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate contributing to the Custody invoicing processes with a priority on reducing risk associated with manual tasks. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal leadership role within teams and acts as management backup and support. This role also includes metrics reporting, process implementations, testing tasks, and training of additional team members. In addition, this person will also be involved with leading special projects such as internal controls compliance, standard operating procedures, and business requirement document writing.

Responsibilities:

Responsible for supporting the management of end-to-end NAM Invoice Billing.This is a seasoned professional role and requires a subject matter and industry expertise of billing operations.Must possess the ability to multi-task and work within tight deadlines while maintaining positivity.Assume informal leadership role within the team, is involved in the coaching and training of new recruits, and provides guidance and support to junior staff.Directly impact the department through shared responsibility for delivery of end results and formulation of procedures/process improvements.Provide value-added perspective or advice that contributes to the development of new techniques.Resolve complex Billing queries (client, system, breaks) where the analysis of situations or data requires an in-depth evaluation of procedures and industry standards.Make a significant contribution to change-the-bank projects and offers solutions at an advanced levelServe as an analytical and/or procedural expert, representing a unit or team to support deliverables/initiatives.Identify control deficiencies and implements appropriate procedures and solutions to mitigate any risk or control losses. Escalating to management as necessary.Serve as the first point of escalation for staff members, management and internal clients.Compile metrics for weekly & monthly reporting to seniors.Create, develop and maintain effective relationships with colleagues, management, internal/external clients and stakeholders, and seeks to understand their needs and provides solutionsAcknowledge Citi’s principles and values of organizational culture and apply them in everyday work activitiesIdentify, escalate, and mitigate areas of key risk in operational processesIdentify process improvements and lead projects to completionAny other duties as required to meet business needsAppropriately 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:

Have subject matter expert in one (or more) specific skill sets, business areas or productsDemonstrated ability to take ownership of work responsibilities and lead problem resolutionAdvanced PC skills including MS Excel and SharePointDesire to develop expertise in the securities industry and billing functionsInvestigation and reconciliation abilityExcellent written and verbal communication skillsExcellent analytical, problem solving and interpersonal skillsAbility to effectively communicate with all levels of employees and clientsUnderstanding of operations, internal controls and risk managementProven aptitude to multi-task in a fast-paced environmentTrustworthy with confidential informationProven record of working on projects within team environmentProactive problem-solving experience

Education:

Bachelor’s degree in Business, Finance, Accounting or 5 to 8 years of billing related experience required.5 years’ experience in Securities industry or financial experience preferred

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Job Family Group:

Operations - Transaction Services

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Job Family:

Reconciliation and Proofing

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Time Type:

Full time

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Primary Location:

Tampa Florida United States

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Primary Location Full Time Salary Range:

$79,120.00 - $118,680.00

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.

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Anticipated Posting Close Date:

May 07, 2025

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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