Finance Technology Records Management & Workforce Strategy / Governance - Senior Vice President

# Position Overview

• Job Title: Finance Technology Shared Services Records Management & Workforce Strategy / Governance - Senior Vice President

• Organization: Finance Technology Shared Services

• Location: India (Pune)

# Role Summary

We are seeking an experienced and strategic leader at the Senior Vice President level to lead Business Management, Delivery Governance, Workforce Strategy, Records Management and Operational Controls across Finance Technology Shared Services.

In this role, you will partner directly with Global Heads, Managing Directors, and senior technology leaders to translate organizational objectives into actionable operational plans. You will manage a high-performing local team, drive workforce and location strategies, oversee financial and vendor operations, serve as the Records Management Officer (RMO) for a 1,900+ person global organization, and champion site engagement initiatives for 1,350+ colleagues in India.

# What We Offer

• Strategic Impact: Influence decision-making and operational strategy across a global technology organization.

• Executive Visibility: Work directly with senior global leadership (Managing Directors, Directors, and 60+ SVPs).

• Broad Scope: Lead diverse operational domains spanning workforce planning, engineering transformation, risk governance, and site leadership.

• Modernization & Automation: Opportunity to spearhead process improvement, automation, and tooling modernization across shared services.

• Collaborative Culture: Be part of an inclusive, high-energy environment driving key solutions through data and analytics.

# Key Responsibilities

## 1\. Delivery & Operational Governance

• Establish and run the operational governance framework for projects delivered from India across Finance Technology Shared Services.

• Enforce Software Development Life Cycle (SDLC) standards, quality assurance practices, and delivery controls.

• Organize and manage governance forums, calendars, agendas, management papers, and executive reviews.

## 2\. Workforce Planning & Resource Management

• Lead the annual workforce planning and forecasting process for Global Shared Services within Finance Technology.

• Provide data-driven insights and commentary on current headcount, future capacity creation, and resource optimization.

• Track workforce execution against financial plans, location strategies, insourcing goals, diversity targets, and succession planning.

• Manage hiring pipelines, aging requisitions, budget affordability, and onboarding processes for both permanent employees and external consultants.

## 3\. Risk, Controls & Records Management (RMO)

• Act as the designated Records Management Officer (RMO) for the 1,900+ member Finance Technology organization, ensuring compliance with global records management policies.

• Maintain audit readiness, regulatory compliance, and risk controls across all business operations.

## 4\. Strategic Planning & Executive Decision Support

• Partner with global technology leaders to define annual priorities, key performance indicators (KPIs), and strategic roadmaps across Talent, Delivery, and Engagement.

• Prepare weekly, monthly, and ad-hoc executive presentations, dashboards, and reporting packs for senior leadership meetings.

## 5\. Engineering Modernization & Tool Adoption

• Support engineering transformation initiatives across technology applications within the portfolio.

• Facilitate adoption of modern collaboration and engineering tooling, including large-scale migrations (e.g., Jira Cloud rollout across active projects).

• Champion continuous improvement by identifying manual tasks and implementing automated reporting solutions.

## 6\. Communications, Culture & Site Leadership

• Serve as the Pune Site Champion for 1,350+ Finance Technology colleagues, promoting local engagement, collaboration, and site-wide strategic initiatives.

• Drive internal communication strategy, including town halls, newsletters, leadership messaging, and presentation decks.

• Lead the Voice of the Employee (VOE) and employee engagement frameworks to foster a high-performance culture.

# Qualifications & Experience

## Required Qualifications

• Experience: 14+ years of relevant experience in Business Management, Chief of Staff, PMO/RMO, or Technology Governance functions.

• Industry Background: Minimum 4+ years of experience within Financial Services, Banking, or Global Capability Centers (GCCs).

• Leadership Track Record: Proven track record of managing teams, developing talent, and leading through periods of organizational change.

• Executive Presence: Exceptional communication, storytelling, and presentation skills with demonstrated ability to influence Managing Directors, Global Heads, and cross-functional teams.

• Analytical & Office Mastery: Advanced proficiency in MS Excel and MS PowerPoint with strong data storytelling capabilities.

• Multitasking & Delivery: Ability to balance competing priorities and drive deliverables independently in a fast-paced global environment.

## Preferred Qualifications

• Experience automating operational reporting and financial workflows (e.g., advanced Excel macros, Power BI, Python, or workflow tools).

• Prior experience acting as a Records Management Officer (RMO) or running large-scale risk/audit compliance frameworks.

• Experience coordinating across global time zones and diverse international teams.

\------------------------------------------------------

## Job Family Group:

Technology

\------------------------------------------------------

## Job Family:

Technology Project Management

\------------------------------------------------------

## Time Type:

Full time

\------------------------------------------------------

## Most Relevant Skills

Please see the requirements listed above.

\------------------------------------------------------

## Other Relevant Skills

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

\------------------------------------------------------

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.

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 Citi’s EEO Policy Statement and the Know Your Rights poster.