Business Associate - Expense Management/Charitable BAO

Job Description

The Business 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:Work closely with Banking Management to understand spending patterns and implement best practicesMaintain documentation and update procedure flows for expense categoriesMonitor compliance with expense policies and identify potential areas of riskAct as Business Activity Owner for NAM IB/CB Organizations and work closely with senior Bankers, Business Execution Leads, Charitable Governance and Third Party ManagementWork closely Banking Management to determine, review and manage charitable asks by North America Sector Heads ensuring costs are within budget and projections are met. Assist in identifying opportunities to lower budgetary spending and gaps to improve operational effectiveness.Assist with creation of weekly expense review of Charitable and Sponsorship requests for Global Banking Business Execution Lead and participate in meetingExamine budget estimates for completeness, accuracy, and conformance with procedures and regulationsReview data for accuracy and manage analytics and reporting in coordination with team in MumbaiComplete compliance related activities and reportingAppropriately 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

Responsibilities + Skills

Education

Must be highly organized and resourceful with a strong ability to analyze problemsAdvanced Excel expertise including demonstrated capabilities with pivot tables, VLOOKUPs, formulas and databasesP2P and Concur a plusSound interpersonal and communication skills are required given the high level of interaction with Senior colleagues across the Firm (including the Corporate Office) and outside the Firm (Client Offices); Must be able to communicate clearly, concisely and confidently.

Experience

Job Summary

  • Published on: Tuesday, 20th May 2025
  • Designation: Business Associate -
  • industry: Miscellaneous
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: San Antonio, TX
  • Salary: 0
  • Gender:
  • Application Deadline: Tuesday, 20th May 2025

About the Company

  • Company Name: Citi.
  • Address: The Citi Private Bank Citigroup Center 153 East 53rd Street 16/ F, Zone 19 New York, NY 10022 U.S.A.
  • Website: https://www.citigroup.com/
  • Company Profile:
  • Citi is more than a global financial services company. It’s an engine for progress. Join us, and you’ll have the chance to get involved in progress in all its shapes and forms, right across the world. From the micro to the macro, from Australia to Zambia, the ... Read moreMission: 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 are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

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