Intermediate Associate Transaction Services Analyst (B11)(Hybrid)

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Getzville, NY, USA
In-Office
55K-73K Annually
Fintech • Financial Services
The Role

This position is responsible for the generation, tracking, and submission of financial reports in coordination with the MIS and Feed Management teams. The overall objective of this role is to accurately prepare, and report financial transaction data used for business analytics and decision-making. Project work may be necessary at times, along with data entry, procedure writing, and streamlining reporting functions. This position also entails, interacting with all levels of management on a daily basis while reviewing processes to identify possible efficiencies.

Strong knowledge of reporting. Candidate must have excellent organizational, time management, and communication skills (interpersonal, written, and verbal). Must be highly motivated, self-starter, quick learner, flexible and adaptable to an ever-changing work environment while adhering to deadlines. Ability to work independently, as a member of the team, and have the ability to lead. Candidate must be detail oriented and possess strong investigation and problem-solving techniques. Must have strong analytical skills and have shown these in previous process improvements.

Core responsibilities include but not limited to:

  • Assisting with feed reporting and incoming data requests

  • Assisting with Feed Tracking and Feed Investigations

  • Liaise with Technology to resolve feed issues

  • Obtain a full understanding of the Feed Management process

  • Work with overseas partners to ensure all reporting is completed efficiently and on time

  • Take on new reporting requests

  • Assign and manage MSR requests from multiple departments

  • Assist with managing our EUC Portal and developing strategies to eliminate EUCs

  • Assisting team with CMP submissions

Skills and Competencies:

  • Microsoft (MS) Access

  • Experienced in MS Excel and spreadsheet development and analysis. 

  • Relational database design (unique identifiers, relational table creation) 

  • Understand and use data types 

  • Form creation for adds, edits, deletions 

  • Reporting knowledge 

  • Ability to create complicated IF statements and calculated fields 

  • Knowledge of using multiple functions within fields such as datepart, min, max, avg, 

  • Ability to create macros 

  • Knowledge of importing and linking various sources of data such as Excel and Access. 

  • Ability to create emails and attach reports to them 

  • Ability to create ERD diagrams & Work Flow diagrams 

  • Experience writing procedures 

  • Experience manipulating data shared between Microsoft Excel and Microsoft Access.

Qualifications

****Analytical and detail-oriented with basic accounting skills required

  • Strong analytical and problem-solving skills

  • Excellent written and oral communication skills with all levels within the organization

  • Ability to multitask and work effectively under pressure meeting stringent deadlines in a high paced environment.

  • Demonstrated experience working globally/internationally a plus

  • Strong customer service skills with proven ability to work with all levels of Management

  • Time and project management skills required

  • Proven track record in Operations environment

  • Achieving/ Driving Results - including identifying and implementing process improvements

  • Teamwork/Interpersonal with local, national and international team members

  • High competency/expertise with MS Office Suite products (MS-Word, MS-Excel, PowerPoint, Access)

  • Demonstrates strong work ethic, capable of disciplined self-motivation and commitment to the highest standards of professional integrity, maturity, and judgment

Education Level:  Bachelor's Degree or equivalent experience

Primary Location:  NAM-United States

Job Category:  Operations

Schedule:  Full-time

Shift:   Day Job

Employee Status:  Regular

Travel: No

Salary Grade: B11

Relocation: No

Office Location / Address: 540 Crosspoint Getzville, NY 14063

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Time Type :Full time

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Referral Bonus :3000USD

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Job Level :B11

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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Job Family Group:

Operations - Transaction Services

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Job Family:

Transaction Capture Services

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Time Type:

Full time

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Primary Location:

Getzville New York United States

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Primary Location Full Time Salary Range:

$55,341.00 - $73,050.00


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

Please see the requirements listed above.

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Other Relevant Skills

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

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Anticipated Posting Close Date:

Aug 05, 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.

 

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.

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.

  • 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.
  • 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.
  • 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.

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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.

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