What are the responsibilities and job description for the Financial Administration Intermediate Analyst position at Citigroup Inc?

Financial Administration (Financial Reporting Focus) Intermediate Analyst

Job Summary

Under general supervision, the Financial Administration Intermediate Analyst ("Intermediate Analyst") prepares quarterly, semi-annual and annual reports for investment companies in accordance with U.S. Generally Accepted Accounting Principles ("GAAP") and Securities and Exchange Commission ("SEC") requirements.

Prepare and / or review financial statements and SEC filings (e.g. N-CSR, N-CEN and 24F-2, N-1A etc.)
Assist with audits and provide support as necessary
Prepare quarterly Client / Board reports
Respond proactively to internal and external client inquiries
Conduct training sessions to increase industry knowledge
Assist in fund year-end tax reporting
Work on special projects, other regulatory filings and ad hoc requests as assigned

Qualifications

Job Specifications :

Bachelor's Degree in Accounting, Finance, or business-related area or equivalent work experience

3-5 years accounting or reporting experience in the registered investment company or financial services industry

Demonstrate an intermediate understanding of investment types, mutual funds, ETFs, and financial markets

Intermediate experience working with Microsoft Office applications

Ability to demonstrate the following attributes consistently :

Ability to apply accounting and financial concepts

Strong time management skills

Strong communication skills

High quality customer service to internal and external clients

Strong technical writing skills

Ability to work with and assist others in meeting common goals and creating a positive working environment

Initiative in self-development

Intermediate project management skills

Ability to identify and implement process improvements

Complete daily work in compliance with internal controls and procedures necessary to ensure quality products

Strong attention to detail

Willingness to work outside of normal work hours when necessarily, particularly during peak financial reporting cycles

Job Family Group :

Operations - Services

Job Family :

Accounting Operations

Time Type : Full time

Primary Location :

Columbus Ohio United States

Primary Location Full Time Salary Range :

57,780.00 - $80,620.00

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.

Anticipated Posting Close Date :

Feb 27, 2025

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting

Salary : $57,780 - $80,620

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