Citigroup Equity and Deferred Comp Lead analyst in Tampa, Florida
The Eq & Def Comp 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.
Applies an in-depth technical expertise in Equity/Deferred Compensation principles, practices and procedures in the completion of complex compensation assignments with potential for broad business impact.
Understands the vesting and share delivery process for Citi's global stock award programs, including the treatment of awards upon separation from the company.
Has ownership of processes including but not limited to; new hire buyouts, Deferred Cash lifecycle including reconciliation, Chargebacks and understanding of the F&D account.
Serves as a subject matter expert in their field and uses expertise to run meetings with internal groups such as Finance, Tax, and Payroll.
Conceptualizes and works with Information Technology team to incorporate new equity/deferred comp programs and/or changes within the existing recordkeeping applications.
Partners with Payroll, Tax, Legal and Finance to ensure proper reporting of plan activity, and compliance with current legislation.
Ensures all processes are completed with accuracy and within required timeframes. Ensure compliance with program provisions and legal and tax regulations. Review and reconcile all data to ensure accuracy. Reviews and analyzes daily and weekly processing and exception reports
Identifies and implements process improvements
Provide SME knowledge of Finance processes to assist with: Monthly CERA activity reporting, Implementation in CERA of new awards so downstream systems are impacted accurately (ECDW, Payroll, etc.), Share reporting in Citi’s 10-K and proxy
Analyze new stock plan administration platforms and impact on financial reporting and accounting
Additional duties as assigned
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.
6-10 Years experience
Proficient in Microsoft Office with an emphasis on MS Excel
Ability to meet deadlines while dealing with multiple priorities.
Consistently demonstrates clear and concise written and verbal communication skills
- Bachelor’s/University degree, Master’s degree preferred
Job Family Group:
Compensation & Benefits
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