BANAMEX | Manager – Strategic Transformation & Value Creation

Citigroup · Mexico City

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The Project Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• Manages a large multi-faceted project/account/campaign or multiple projects at the same time.
• Owns project goals leveraging expertise to inspire a sense of shared purpose within the project team.
• Organizes new challenges and drive business results.
• Uses best practice PMO methodology to create a project plan to fit the stakeholders/customers’ needs and deliver within budget on desired outcomes.
• Drives end results of the project as a representative of the business.
• Works closely with the Customer, Sales Team, Engineering and Manufacturing to define a project scope and objectives for project members.
• Prepares, maintains, and submits clear and concise activity/progress reports and time recording/management reports.
• Assesses project risk potentials and discover potential problems before they occur.
• Applies a proactive approach in routinely tracking the project participant progress against project goals.
• Defines, teaches, and enforces the use of good project management practices such as techniques in resolving complex, interdependent activities into tasks and sub-tasks that are documented, monitored and controlled.
• Identifies and where required amends the approach to the context and constraints of each project.
• Constantly improving their own and their teams' skills through lessons-learned reviews at project completion.
• Possess the knowledge, skills and experience to be able to recognize when problems surface or potential problems are looming.
• Articulates problems, bring the right people together to solve problems and know when the problem has been properly addressed and closed.
• Promotes partner involvement through effectively communicating project status upward and to the Client.
• Applies lessons learned from recent projects to future projects.
• Communicates to all concerned parties project milestones, status updates, as well as any existing or potential customer escalation issues.
• Proactively follows escalation and change control processes.
• Owns all management reports on a given engagement.
• Promotes good working relationships across a project, cultivating the people skills needed to develop trust and communication among all of a project's stakeholders: its sponsors, those who will make use of the project's results, those who command the resources needed, and the project team members.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 6-10 years of project management experience – preferably from a mortgage or financial services environment
• PMP certification strongly preferred, Six Sigma a plus.
• Ability to develop project plans, manage individual deadlines and goals.
• Knowledge of project metrics, including gathering, reporting, trend analysis, creation, and metrics.
• Ability to identify issues and problems, generate solutions and choose appropriate alternatives using basic root cause analysis.
• Manage project scope by assessing requirements changes, determining and conveying impact on budget, time and risk.
• Manage client expectations, anticipates operational and tactical risks and tracks them; clarify, identify, and track requirements and issues, remove barriers, resolve minor project issues and escalate to immediate manager where required.
• Proficient in MS Office applications, MS Project, VISIO, Adobe Acrobat Professional.
• Stays abreast of current industry trends and new technology through professional associations, trade journals, networking, and associated training and seminars.

Education:

• Bachelor’s/University degree, Master’s degree preferred

Manager – Strategic Transformation & Value Creation

Oficina de Modernización

Propósito del Rol

Buscamos un líder analítico y estratégico que impulse iniciativas de transformación con impacto transversal en la organización, identificando oportunidades de creación de valor, liderando análisis complejos y movilizando a diferentes áreas para convertir las recomendaciones en resultados tangibles.

Este rol tiene una alta exposición con la Alta Dirección y requiere una combinación excepcional de pensamiento estratégico, juicio de negocio, capacidad de influencia y ejecución.

La persona será responsable no solo de analizar información, sino de definir qué preguntas deben responderse, construir una perspectiva propia y liderar iniciativas que generen impacto material en la organización.

Responsabilidades Principales

Liderazgo de Iniciativas Estratégicas

• Liderar análisis estratégicos y financieros relacionados con productividad, eficiencia y transformación organizacional.
• Identificar oportunidades de creación de valor y construir casos de negocio para sustentar decisiones.
• Definir líneas de análisis, metodologías e hipótesis de trabajo.

Gestión de Stakeholders

• Interactuar con líderes de negocio, Finanzas, Recursos Humanos y áreas corporativas.
• Facilitar la alineación entre áreas para asegurar la implementación de iniciativas.
• Influir en la toma de decisiones a distintos niveles de la organización.

Creación de Valor y Transformación

• Diseñar y supervisar iniciativas de optimización de costos y productividad.
• Evaluar riesgos, dependencias y capacidades organizacionales necesarias para la ejecución.
• Monitorear el cumplimiento de beneficios y objetivos comprometidos.

Comunicación y Exposición Ejecutiva

• Preparar materiales para Comités Ejecutivos, Dirección General y foros de decisión.
• Presentar recomendaciones complejas de forma clara, ejecutiva y persuasiva.
• Traducir análisis cuantitativos en implicaciones estratégicas para el negocio.

Desarrollo del Equipo

• Coordinar y desarrollar analistas y consultores internos.
• Revisar y elevar la calidad de análisis, modelos y materiales ejecutivos.
• Promover una cultura de pensamiento crítico, rigor analítico y orientación a resultados.

Experiencia y Formación

Experiencia

• 7 a 12 años de experiencia en:
  • Consultoría estratégica.
  • Corporate Strategy.
  • Transformation Office.
  • FP&A estratégico.
  • Corporate Finance.
  • M&A o Corporate Development.

Experiencia deseable en:

• Big 4 Strategy.
• Bain, BCG, McKinsey.
• Boutiques de consultoría estratégica.
• Oficinas de transformación o valor.

Formación Académica

• Ingeniería Industrial.
• Actuaría.
• Economía.
• Finanzas.
• Matemáticas Aplicadas.
• MBA o posgrado relevante (deseable).

Competencias Clave

• Pensamiento estratégico.
• Juicio de negocio.
• Influencia y manejo de stakeholders.
• Liderazgo sin autoridad formal.
• Capacidad para navegar entornos ambiguos.
• Comunicación ejecutiva.
• Mentalidad de dueño.
• Orientación a impacto.

Conocimientos Técnicos

• Modelado financiero avanzado.
• Análisis de escenarios.
• Visualización de datos.
• Storytelling ejecutivo.
• PowerPoint y Excel avanzados.

Deseable:

• Power BI.
• SQL.
• Python.
• Herramientas de IA aplicadas al análisis estratégico.

Lo que valoraremos

• Capacidad para formular hipótesis y definir agendas de análisis.
• Habilidad para conectar datos con decisiones de negocio.
• Capacidad para convertir recomendaciones en resultados.
• Historial demostrable liderando iniciativas con impacto medible.

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