Balance Sheet Management Lead Analyst

Citibank, N.A. seeks a Balance Sheet Management Lead Analyst for its New York, New York location.

Duties: Design and enhance dynamic, data-driven Tableau dashboards to consolidate Treasury risk analytics and reporting into a one-stop-shop solution. Develop advanced visualizations that provide interactive insights into key balance sheet metrics, risk factors, and liquidity trends. Design Business Intelligence solutions. Use Tableau Desktop for development of advanced analytics and dashboards. Use Tableau Prep to enhance, clean and prepare complex datasets. Use Tableau PROD and UAT servers to test, deploy dashboards and data sources. Optimize dashboard performance by implementing efficient data structuring, indexing, and query tuning techniques to minimize load times and enhance user experience. Automate data updates and streamline reporting workflows by integrating Tableau with Python-based data pipelines to ensure seamless refresh cycles. Develop and implement scalable automation solutions to eliminate manual reporting processes, ensuring real-time and accurate financial risk reporting. Build and maintain Python-based data extraction and transformation scripts, integrating multiple data sources and automating large-scale data pulls. Optimize SQL-based data blending and joins to ensure consistency and reliability in Treasury analytics. Work closely with cross-functional teams to standardize data models and reporting logic, enabling a unified analytics framework. Support data governance initiatives by enforcing data validation, reconciliation, and integration best practices to maintain accuracy and regulatory compliance. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols.

Requirements: Requires a Master’s degree or foreign equivalent in Information Systems, Engineering (any) or related field and 3 years of experience as a Tableau Developer, Data Security Analyst or related position involving Data Analytics and Tableau development. Alternatively, will accept a Bachelor’s degree in the stated fields and 5 years of the specified progressive, post-baccalaureate experience. 3 years of experience must include: Tableau Desktop for development of advanced analytics and dashboards; Performance and query tuning techniques; Tableau Prep to enhance, clean and prepare complex datasets; SQL queries; Tableau PROD and UAT servers to test, deploy dashboards and data sources; Designing Business Intelligence solutions; and Build and maintain Python-based data extraction. Applicants submit resumes at https://jobs.citi.com/. Please reference Job ID #25908811. EO Employer.

• Wage Range:                $170,373 to $180,000
• Job Family Group:        Finance
• Job Family:                  Balance Sheet Management

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Job Family Group:

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Job Family:

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Nov 11, 2025

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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