Citi Strategic Planning and Data Analytics Manager in Irving, Texas

  • Primary Location: United States,Texas,Irving

  • Other Location: United States,New York,Long Island City

  • Education: Bachelor's Degree

  • Job Function: Operations

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: Yes, 10 % of the Time

  • Job ID: 16067995


The Strategic Planning and Data Analytics Manager will be primarily responsible for the end-to-end management of the Banker Dashboard, which ensures portfolio integrity of the CCB Data warehouse and allows for seamless Banker Dashboard delivery, uninterrupted management reporting, and Banker Scorecard integrity. This tool provides for insight to CCB senior management for effective decision making concerning financial investment, incentive compensation and staffing growth. In addition, SP&DA manager will also be responsible for providing technical expertise and leadership to provide tools and solutions to increase team and banker productivity and effectiveness.


• Manage End-to-end Banker Dashboard delivery including administration, training, and production

• Lead SP & DA Team for ad Hocs, tool building and process automation

• Manage the tools that drive Customer Net Revenue for Business Unit Reporting, Management Reporting and variable compensation for all US CCB Bankers and Manager Scorecards

• Provide technical expertise to build tools and solutions to drive banker and team productivity and effectiveness

Key Responsibilities:

• Primary responsibility for Interfacing with senior management on administration of Banker Dashboard and managing end-to-end monthly production cycle of CPDW Banker Dashboard and Data warehouse, which provides insight to CCB senior management for effective decision making concerning financial investment, incentive compensation and staffing growth

• Develop new techniques and processes for evaluating and measuring performance and success

• Oversee Finance interface for production of senior Business Unit Reporting; Provide oversight over monthly Dashboard Reporting results

• Liaison between CPDW Data warehouse and RPMS Pricing Tool

• Provides expertise and innovation in the design of business ad hocs, analytics, and reporting tool development in order to aid in the automation of team/banker processes and experience improvement

• Apply technical expertise and analytical skills to define solutions to support the Commercial Bank

• Apply a forward looking mentality to continuously research improvement methods and tools to deliver significant results across the SP&DA team, as well as the greater CCB in order to simplify our processes and improve the client experience while increasing staff productivity

• Establish and develop strong relationships with departmental and organizational leaders, and champion a culture of teamwork, continuous learning and self-improvement while maintaining Citi’s values and interests

• Provide leadership to collaborate and strategize with all levels of the organization to assess feasibility, determine costs versus benefits and prioritize identified initiatives

• Other special projects to support the needs of the Commercial Bank


• Exceptional consulting skills; ability to probe and listen to help clarify inquiries, gather and present data to advance transactions

• Superior analytic and problem solving skills and ability to rapidly assimilate complex information

• Highly effective verbal and written communication skills

• Ability to work in a team environment; High levels of energy and enthusiasm

• Financial modeling/data management experience

• Proven proficiencies in SQL, VBA and Microsoft Office Products

• BA with a major in Accounting or Finance or MBA, MIS emphasis preferred

• 8-10 years relevant business experience