Job Description

Benefits Finance group within the Corporate Controllers' organization is responsible for the accuracy and integrity of U.S. GAAP financial reporting for all United States (U.S.) and Puerto Rico (P.R.) employee benefit programs. Benefits Finance group provides finance support for all U.S. and P.R. businesses for employee benefit plans, including financial reporting and analysis, regulatory filings, and tax reporting. The group is responsible for developing the U.S. and P.R. benefits budget, various financial forecasts, and recording and monitoring all business allocations for these programs. Non-U.S. charges are monitored at the local and regional levels. In addition, Benefits Finance is responsible for monitoring the global retirement benefit plans for Citi. The Pension and Benefits Controller VP is a senior level position responsible for leading efforts that ensure the timely preparation and filing of Department of Labor 5500 forms, and the retirement footnote disclosure for the SEC 10-K and 10-Q filing and stand-alone subsidiary entities’ financial statements. The objective of this role includes efforts to control and support data integrity in monthly close and general ledger reconciliation, monitor control operations through monthly testing, and lead the retirement plans’ financial statements audit. Responsibilities include preparation of financial statements and footnote disclosures required for U.S. employee benefit plans filing with the Department of Labor; preparation of financial statement footnote disclosures required for Citi and subsidiaries SEC 10-K/10-Q and standalone financial reporting requirements; support internal and external audits for US employee benefits plans; support inquiries from Corporate groups (Finance, Tax, legal, Treasury, Risk and Human Resources); prepare monthly balance sheet reconciliations and account owner attestation; assist in Management Control Assessment and SOX process for the team; approve payments for retirement plans; establish consistent processes and a strong control environment and review procedures; build a strong partnership with internal and external stakeholders, including HR Benefits, HR Payroll, Legal, FP&A, auditors, actuary firms, plan trustee, etc. Qualifications include 5+ years of experience with benefit plan reporting, audit experience of benefit plans a plus, high proficiency in MS Office (Excel, Word, PowerPoint), strong analytical and problem-solving skills, attention to details, clear and concise written and verbal communication. Education required is Bachelor’s/University degree or equivalent experience; MBA or CPA preferred but not required.

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