Jaime Ortiz
Transformation executive in Financial Services |Cross Functional Team Leader | PMO | Consulting , Strategy and Operations Senior Leader
- Role
- Senior Vice President - Finance Transformation Office at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jaime Ortiz
Senior Transformation and Strategy leader with a successful record of leading cross functional teams and supporting internal and external clients achieve transformation goals• Background in regulatory transformation programs, operations and management consulting, and Front Office experience (Fixed Income Trading and Treasury- Liquidity Management). • Global Experience, lived in 4 countries and worked on different projects with intercultural teams and clients at different seniority levels. • Fluent in English and Spanish. Proficient in Porteguese
Experience
Senior Vice President - Finance Transformation Office
Oct 2021 — Present · New York, NY, US
Senior leader within Citi\'s Finance Transformation Organization responsible for leading large-scale regulatory, data, and capital transformation initiatives- Own program governance, execution oversight, and senior stakeholder engagement across complex, cross-functional portfolios- Act as a key liaison between Finance, Risk, Technology, and Data, delivering decision-ready insights to executive committees, ensuring regulatory commitments are met, and driving sustainable operating model change under Consent Order expectations- Established and led the PMO function for the Retail Capital Spot RWA portfolio to address CO, MRIA and critical audit issues. Provided centralized governance, execution oversight, and senior leadership reporting across 30+ initiatives- Partner with Finance CAO and business stakeholders to define execution strategy, manage risks anddependencies, and successfully close critical regulatory milestones.
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
2011 — 2013
Pontificia Universidad Javeriana
Industrial Engineer
2000 — 2006
Pontificia Universidad Javeriana
Economist, Economics
2003 — 2008
Skills
- Consultoría
- Management Consulting
- Strategy
- Planificación Estratégica
- Financial Analysis
- Plan De Negocio
- Elaboración De Modelos Financieros
- Gestión De Proyectos
- Analysis
- Análisis Competitivo
- Administración Y Dirección De Empresas
- Estrategia
- Desarrollo Empresarial
- Strategic Planning
- Estrategia Empresarial
- Gestión De Cartera De Clientes
- Análisis De Datos
- Análisis Financiero
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