Job Purpose:
This role is a critical part of the team responsible for overseeing and operating Citi's global forecasting platform. This platform is utilized across various critical functions, including strategic planning, operational planning, scenario planning (CCAR/DFAST), and monthly accrual interest rate risk management. As the Model Onboarding Process Lead, you will be the primary liaison between the business, Financial Planning & Analysis (FP&A) modelers, and technology teams. You will lead the onboarding and revision of models, equations, and associated data constructs into the forecast platform framework. This role requires a deep understanding of financial models, data structures, and technology integration.
Key Responsibilities:
Leadership and Collaboration: Lead and mentor a team of model onboarding specialists. Collaborate effectively with global stakeholders, including business leads, FP&A modelers, technology developers, and operations teams. Foster strong relationships and ensure seamless communication across all parties.
Model Onboarding and Revision: Oversee the technical onboarding of new and revised forecast models and equations. Work closely with model developers to understand model specifications, data requirements, and integration points. Ensure models are implemented accurately and efficiently within the platform framework.
Financial Analysis: Analyze Citi’s Financial statements like P&L and Balance Sheet for macro-economic or qualitative driver-based trends. Add qualitative inputs to Finance stakeholders number reviews using tools like Python, SQL
Process Improvement and Innovation: Continuously evaluate and improve model onboarding processes. Identify opportunities to automate data flows, enhance validation procedures, and streamline integration efforts. Explore and champion the adoption of advanced modeling tools, languages, and flexible/interactive modeling environments.
Data Quality and Governance: Contribute to the global implementation of common data and data standards. Ensure data integrity, validity, and accuracy throughout the model onboarding process. Adhere to Citi's data governance policies and procedures.
Project Management: Manage multiple model onboarding projects simultaneously, ensuring projects are delivered on time and within budget. Effectively prioritize tasks, allocate resources, and track progress.
Stakeholder Management: Partner with business stakeholders to understand their forecasting needs and ensure the platform meets their requirements. Provide regular updates on project status and address any concerns.
Risk Management: Assess and mitigate risks related to model onboarding, data quality, and platform stability. Ensure compliance with applicable laws, rules, and regulations.
Qualifications:
10+ years of experience in financial services, with a strong background in modeling processes, data analysis, and technology integration.
Proven experience leading and managing teams.
Deep understanding of financial models, forecasting methodologies, and data structures.
Good knowledge of Banking products, how financial institutions make money and impact of macro-economic conditions on the industry.
Strong technical skills, including experience with SAS, Java, Python, SQL, and Oracle DB.
Excellent communication, interpersonal, and stakeholder management skills.
Bachelor's degree in a quantitative field (e.g., Computer Science, Engineering, Finance). Master's degree preferred.
Competencies:
Leadership: Ability to inspire and motivate teams to achieve common goals.
Collaboration: Ability to work effectively with diverse stakeholders across different functions and geographies.
Problem Solving: Ability to analyze complex problems and develop effective solutions.
Communication: Ability to communicate clearly and concisely, both verbally and in writing.
Technical Proficiency: Strong understanding of modeling tools, technologies, and data management principles.
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Job Family Group: Finance------------------------------------------------------
Job Family:Financial Solutions Design & Implementation------------------------------------------------------
Time Type:Full time------------------------------------------------------
Primary Location:Tampa Florida United States------------------------------------------------------
Primary Location Full Time Salary Range:$141,440.00 - $212,160.00
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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Most Relevant Skills Assessment, Change Management, Communication, Credible Challenge, Management Reporting, Problem Solving, Program Management, Risk Management, Stakeholder Management, Strategic Planning.------------------------------------------------------
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:May 25, 2026------------------------------------------------------
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.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
Skills Required
- 10+ years of experience in financial services
- Proven experience leading and managing teams
- Deep understanding of financial models and forecasting methodologies
- Strong technical skills including SAS, Java, Python, SQL, Oracle DB
- Bachelor's degree in a quantitative field
- Master's degree preferred
Citi Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.
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Healthcare Strength — Benefits coverage is positioned as comprehensive, including health, dental, and vision insurance plus on-site clinics, prescription drug support, and disability coverage. Family-building support such as fertility assistance is described as a notable differentiator within the overall package.
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Retirement Support — Retirement benefits are framed as strong, highlighted by a 401(k) with matching and additional plan options like a Roth 401(k). Financial support is reinforced through discounts and broader financial guidance resources tied to the benefits ecosystem.
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Wellbeing & Lifestyle Benefits — Wellbeing support extends beyond insurance through programs like an Employee Assistance Program, counseling/legal resources, and gym or wellness reimbursement. These offerings increase the perceived total rewards value even when cash compensation sentiment varies by role.
Citi Insights
What We Do
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
