JESSICA ROOS
New York,NY
Summary
A seasoned executive with extensive experience in leading large teams, transforming organizational functions, and achieving measurable results.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Managing Director
Citigroup
03.2014 - Current
- Finance Chief Operating Officer - Responsible for managing the day-to-day operations and overall business management of the Finance function. This role involves providing key capabilities related to transformation and remediation priorities, resource allocation, data management, control implementation, and report testing
- Lead and implement Finance transformation and remediation, with regular interactions with the Executive Management Team, Board, and Regulators
- Coordinated regulatory engagement and examination support across Finance.
- Managed Citi's Resolution and Recovery Planning initiatives, ensuring alignment with regulatory requirements.
- Utilized communication, leadership, and management skills to resolve strategic and tactical issues for internal and external audiences
- Attracted and retained talent with expertise to address business risks, strengthen teams, and implement effective succession plans
- Global Head of Business Services - Structured the company's products and processes into a business services model, ensuring proper ownership and aiding Service Owners in identifying opportunities for transformation, simplification, and improved execution
- Citigroup Chief Auditor - Member of the Executive Management Team and leader of the Global Internal Audit function of over 2,000 people
- Developed the strategic direction of Citi's Internal Audit (IA) function, focusing on risk-based auditing. This includes reporting methodologies, technology, and the implementation of advanced auditing techniques
- Set the Audit Committee agenda, and engage with the Board and global Regulators
- Delivered high-impact reports on IA's contributions to executive management, regulators, and Citigroup and Citibank boards' sub-committees, highlighting trend analyses and thematic insights
Partner
PricewaterhouseCoopers, LLP
07.2009 - 02.2014
- Led audit for the investment banking division of a major banking and capital markets client. Signed audits for related broker-dealer, mortgage, and commodity entities
- Assessed risks for large global entities to determine appropriate audit approach, conducting business and legal entity assessments, utilizing specialists, and coordinating domestic and international teams for execution.
- Evaluated methods and assumptions for valuing financial instruments and reserving for loan losses, ensuring compliance with established standards.
- Analyzed and assessed complex financial instruments to determine appropriate accounting treatment
- Conducted thorough analysis of processes and procedures, identified appropriate controls, and provided control gap analysis along with remediation recommendations.
- Tracked US GAAP, SEC, and US regulatory requirements for banking and alternative institutions, ensuring adherence to regulatory frameworks.
PricewaterhouseCoopers, LLP
07.2003 - 02.2014
McGladrey and Pullen, LLP
05.1999 - 06.2003
Wipfli, Ulrich & Bertleson, LLP
01.1999 - 04.1999
Resource Trust Company
05.1995 - 01.1999
Education
Bachelor of Science - Accounting
University of St. Thomas
St. Paul, MN05-1995
Skills
- Business transformation
- Financial strategy
- Change management
- Regulatory compliance
- Project management
- Operational efficiency
- Data analysis
- Audit methodologies
- Team collaboration
Certification
Certified Public Accountant, New York, Minnesota, Member of the AICPA
Timeline
Managing Director
Citigroup
03.2014 - Current
Partner
PricewaterhouseCoopers, LLP
07.2009 - 02.2014
PricewaterhouseCoopers, LLP
07.2003 - 02.2014
McGladrey and Pullen, LLP
05.1999 - 06.2003
Wipfli, Ulrich & Bertleson, LLP
01.1999 - 04.1999
Resource Trust Company
05.1995 - 01.1999
Bachelor of Science - Accounting
University of St. Thomas