Citi

Operations, Planning and Process Leadership

2009 — 2012

Built an early foundation in operational systems, banking process design, planning and internal tooling across multiple roles in Citi’s Brazilian operations organization.

Outputs

  • Managed branch operations for 16 branches and 45 employees while improving quality, risk and process efficiency.
  • Owned expense planning and monitoring for a R$120MM/year operations budget.
  • Developed intranet portals and workflow tools to make processes, manuals and systems easier for employees to access.
  • Mapped, developed and improved operational processes to reduce risk, cost and manual effort.

Outcomes

  • Led a project that reduced invoice printing expenses by around 20%, approximately R$3MM per year.
  • Created KPI dashboards for senior operations leaders.
  • Supported capacity planning, supplier contracts and restructuring of operational process management.

Focus areas

Banking operationsProcess designExpense planningInternal toolsOperational risk