Banking - IGS: Expense Management - Business Analytics Analyst 1 - Officer

Citi — Mumbai Maharashtra India

include: • Review and approve requests for new deal numbers, ensuring alignment with established guidelines and procedures • Review and approve pipeline transactions (backlog) to ensure accurate revenue tagging within the system, contributing to proper financial reporting • Perform regular revenue reconciliation within the system to prevent breaks; any identified discrepancies must be investigated and resolved promptly to maintain financial integrity • Manage the E2E closure and final settlement of syndicate settlements for ECM/DCM products and maintain a strong understanding of FINRA (Financial Industry Regulatory Authority) regulations, ensuring adherence to all deadlines • Comprehensive Mergers & Acquisitions (M&A) direct client billing and analysis of accounts • Thorough review of deal-related and client general expenses, ensuring proper allocation and accurate billing for timely expense recovery • Monthly review and payment processing of vendor related charges incurred during deal closeout process • Communicate effectively with syndicate members on closeouts to gather necessary expense information for underwriting participation • Liaise with product partners and coverage teams across the banking division to ensure accurate exchange and capture of client data and deal information within the system • Provide comprehensive data, presentations, and independent analysis to senior management and business heads to support strategic decision • Manage monthly charge back processes for accurate and timely expense allocation • Manage E2E Charitable and Sponsorship process including onboarding, seeking necessary business approvals and payment processing for contributions made / events attended by Citi • Engage in cross-team collaboration to ensure seamless technology enhancements for daily business-as-usual (BAU) activities, improving operational efficiency • Address ad-hoc requests effectively, managing workload to meet tight deadlines while maintaining accuracy and thoro

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