The Operations and Finance Associate is an intermediate level position responsible for the overall administrative activities of a business. These tasks may include contribution to external audits, business continuity activities or addressing regulatory issues. The Business Associate may assist in activities such as the tracking of business financials, managing employee headcount or coordination of other administrative needs. May work on ad hoc projects as requested.
Responsibilities:
- Supports the management and control data flows to and within Finance applications to ensure integrity and completeness of data, including by preparing and recording financial transactions for legal vehicle and regulatory reporting purposes, updating the general ledger, recording financial transactions, and preparing of consolidated financial statements, in accordance with management reporting requirements, for legal vehicle & regulatory purposes. Also, includes specialized accounting, such as equity compensation, securitization, payroll and investment accounting.
- Assist other departments/internal users involved in business processes within finance control.
- Oversight and management of integrated reporting period close process.
- Accuracy and timeliness of month, quarter and annual preparing financial reporting as well as executing and maintaining controls.
- Oversight of intercompany process and reporting accuracy.
- Balance sheet substantiation process completed for each reporting period.
- Ensure changes in US GAAP requirements/accounting are implemented accordingly.
- Keep procedures/notes up-to-date covering processes within department.
- Provide control evidence for the department according to corporate control standards.
- Participate in internal / external and regulatory audit requests processing projects within Citi Foundaiton or CID.
- Has the ability to operate with a limited level of direct supervision.
- Can exercise independence of judgement and autonomy.
- Acts as SME to senior stakeholders and /or other team members.
- Interface with centralized staffing office on contractor hiring requirements and partner with business managers to forecast monthly headcount
- Submit approval/disapproval of funds requests for budget reports and analyze monthly department reports to maintain expenditure controls
- Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations
- Complete compliance related activities and reporting
- Assist with real estate analytics and reporting
- Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation
- Review data for accuracy and create required reporting to manage the data
- 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.
- This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Qualifications:
- 5-8 years of relevant experience
- Advanced Excel expertise including demonstrated capabilities with pivot tables, VLOOKUP’s, and formulas
- Experience with databases and information management
- Consistently demonstrates clear and concise written and verbal communication skills
- Foundation accounting strongly preferred
Education:
- Bachelor’s Degree/University degree or equivalent experience
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Job Family Group: Business Strategy, Management & Administration------------------------------------------------------
Job Family:Business Execution & Administration------------------------------------------------------
Time Type:Full time------------------------------------------------------
Primary Location:New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:$109,120.00 - $163,680.00
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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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:May 01, 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.
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.
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