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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in strategic planning, project management, and financial analysis, with a strong focus on AI portfolio management and value realization. Capable of leading cross-functional initiatives and effectively communicating insights to senior leadership.
Highest-signal resume keywords
Strategic PlanningProject ManagementFinancial AnalysisAI Portfolio ManagementCross-Functional Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Value Case DefinitionROI ModelsKPI DefinitionData IntegrityBusiness Case DevelopmentRisk AssessmentPortfolio SequencingQuantitative AnalysisEmerging AI Trends MonitoringGovernance Framework Implementation
Soft Skills
Clear CommunicationCreative ThinkingCollaborative StyleProblem StructuringLeadership Presence
Tools & Technologies
Executive DashboardsValue UpdatesRoadmap Health Reports
Industry Keywords
AI DevelopmentsData Risk ConceptsResponsible AI PrinciplesMatrixed OrganizationInterdisciplinary Teams
About the role
Key responsibilities & impact- Oversee structured portfolio and lifecycle management for all USCC AI projects, from value case definition through path-to-production and milestone closure
- Manage the pipeline of use cases across business units
- Run intake and prioritization using value, risk, and readiness criteria
- Estimate value, cost savings, efficiency, incremental revenue, or risk reduction for each business case in alignment with Finance and Citi’s Central AI Department
- Define portfolio structure and quarterly sequencing
- Track resourcing
- Prepare executive dashboards, value updates, and roadmap health reports
- Define KPIs, ROI models, and value realization frameworks
- Run monthly value reviews and publish dashboards
- Partner with the USCC AI Lead on cross-functional alignment
- Partner with Delivery teams to implement initiatives and own post-launch value tracking
- Monitor emerging industry trends, AI developments, and potential disruptors relevant to USCC
- Conduct targeted ad hoc analyses for senior management discussions, business reviews, and prioritization forums
- Document findings and propose enhancements to AI portfolio processes, investment frameworks, and sequencing logic
- Produce executive-ready analyses and briefings for executive and senior business leaders
- Assess risk in portfolio decisions and ensure transparent escalation of control considerations
Requirements
What you’ll need- 15+ years relevant experience in strategic planning and execution
- Previous project management experience, project planning & execution managed, focus on data integrity preferred
- In-depth understanding of the business and financial acumen
- Leadership and partnership on team and cross-functional initiatives, with focus on simplification in execution
- Problem structuring and analytic capabilities
- Experience developing business cases, ROI models, or financial analyses for strategic initiatives
- Strong capability in interpreting operational, market, or customer trends to inform portfolio sequencing and prioritization
- Ability to size and prioritize large-scale initiatives across businesses
- Ability to work effectively with senior and middle level managers and with large interdisciplinary teams
- Clear and concise written and verbal communication
- Problem structuring & causal thinking, sound business judgment, and demonstrated result orientation
- Outstanding analytical and quantitative capabilities; history of academic and professional excellence and achievement
- Creative thinking; thinks outside the box and challenges conventional wisdom
- Collaborative style; effectively interacts with partners across organizational boundaries/hierarchies
- Leadership presence; commands respect and earns trust of senior leaders
- Ability to prioritize productively and reliably while managing conflicting priorities
- Demonstrated ability to influence and negotiate with senior partners
- Experience implementing governance, control, or regulatory frameworks in a complex, matrixed organization
- Understanding of responsible AI principles, model governance, and data risk concepts
- Ability to operate effectively in a fast-paced, dynamic environment while managing multiple competing priorities
- Bachelor’s/University degree or equivalent experience, potentially Masters degree
Benefits
Comp & perks- Discretionary and formulaic incentive and retention awards
- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
