Equity and Deferred Compensation Sr. Analyst / AVP

This role is a seasoned professional position that applies in-depth disciplinary knowledge to contribute to the development of new techniques and the improvement of processes and workflows. The role integrates subject matter and industry expertise within a defined area and requires an in-depth understanding of how areas collectively integrate within the sub-function.

Responsibilities

• Manages the vesting and share delivery of Citi's global stock award programs, including the treatment of awards upon separation from the company.
• Has full ownership of processes including creation of stock awards, stock option grants and deferred compensation, award reconciliation, preparation and distribution of communication and award agreements.
• Serves as a subject matter expert in equity and deferred compensation, running meetings with vendors and internal groups such as Finance, Tax, and Payroll.
• Tracks and processes awards for participants with changes in employment status.
• Conceptualizes and collaborates with the Information Technology team to incorporate new equity/deferred compensation programs or changes within existing recordkeeping applications.
• Partners with Payroll, Tax, Legal, and Finance to ensure proper reporting of plan activity and compliance with current legislation.
• Ensures all processes are completed with accuracy and within required timeframes, complying with program provisions, legal, and tax regulations.
• Reviews and reconciles all data to ensure accuracy, analyzing daily and weekly processing and exception reports.
• Identifies and implements process improvements.
• Acts as subject matter expert on the vesting process for equity compensation initiatives and projects, including development, testing, and implementation of a new equity administration system.
• Develops and delivers communications to participants and HR related to vesting events, including presentations to Human Resources and Global Equity Coordinators.
• Provides superior customer service to program participants and Human Resources, resolving escalated issues for clients.
• Appropriately assesses risk in business decisions, demonstrating consideration for Citi’s reputation and compliance with applicable laws, rules, and regulations.
• Performs additional duties as assigned.

Requirements

• 5-8 years of relevant experience.
• Proficient in Microsoft Office with an emphasis on MS Excel.
• Ability to meet deadlines while managing multiple priorities.
• Consistently demonstrates clear and concise written and verbal communication skills.

Qualifications

Bachelor’s degree or equivalent experience.

Benefits

• Competitive medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, including vacation, sick leave, and holidays.
• For eligible employees, discretionary and formulaic incentive and retention awards.

Pay

Full-time salary range: $79,120.00 - $118,680.00.

Schedule

Full time.

Primary location: Jacksonville, Florida, United States.