Joseph Sapienza

Finance Transformation Strategy and Solutions | Product Management and Execution | COO

Role
Global Lead, Reporting Transformation at Citi
Location
New York, NY, US
LinkedIn followers
500 followers
Information TechnologyView LinkedIn profile

About Joseph Sapienza

Senior finance leader with background across multiple functions at top tier banks. Proven record leading high exposure enterprise and industry-wide finance transformation initiatives from conception through delivery, focusing on finance operations and the intersection of finance, data, and technology. Experience managing global product manager/owner teams to define strategic vision and implement innovative solutions which drive efficiencies to mitigate operational risks and reduce costs. Extensive engagement and direct communication with Fortune 50 C-level executive management and regulatory agencies in the US, UK, and Canada.

Experience

  1. Global Lead, Reporting Transformation

    Citi

    Aug 2020 — Present · New York, NY, US

    Set strategy and direction of end-to-end transformation of Regulatory, Management, and Financial reporting, establishing operational design, target operating model, and governance framework.* Accountable for execution and delivery of end-to-end program while satisfying heightened global/local regulatory, governance, and audit Consent Order expectations.* Formulate strategic ‘action plan’ to achieve Finance transformation and Consent Order obligations, including determination of metrics/KPIs to ensure phased progression and target state exit criteria are achieved.* Increase velocity by spearheading the use of AI across the program, including devising bots to streamline UAT and the use of internal AI chat functionality to facilitate the application of Boolean logic in scripting calculation rules.* Establish Global Regulatory Reporting technology strategy in partnership with Global Technology.* Lead data efforts across Reporting workstream, focusing on the adoption of strategically sourced and remediated data into reporting systems, analytical processes, and reports.* Partner closely with firm COO, Legal, and Regulatory Relations Office teams to interpret regulatory feedback, MR(I)A letters, and regulatory NPRs to determine potential Reporting impacts and drive to remediation.* Primary communication interface to regulators and executive management, authoring responses and presenting updates to Steering Committees, firm CFO, firm Controller, and formal meetings with regulatory examiners

Education

  • Virginia Tech

    Bachelor, Economics

    2001

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Joseph Sapienza — Global Lead, Reporting Transformation at Citi in New York, NY, US | Unifers