You’re made ready to continue a fulfilling career with exciting new challenges and opportunities to stretch yourself.
In the role of the Finance Senior Manager, you will play a critical role in ensuring the financial integrity of the Private Wealth Management business through sound fundamental practices and play a key role in it's current expansion and future growth and development. You’ll experience new things, create new opportunities, think beyond your role and make an impact. You will help support the inorganic build out of the Private Wealth manager business, including partnering with key stakeholders to execute advisor recruitment opportunities. This is a high-impact role within a small, agile team focused on analyzing performance, identifying risks and opportunities, and developing forecasts and long-range plans. You’ll collaborate closely with senior leaders and contribute to a top strategic priority for the firm. This is a unique opportunity to deepen your understanding of Wealth while driving innovation and improvement across our Finance function.
More importantly, while in this role you’ll feel valued for who you are and supported to achieve what’s important to you, personally and professionally!
Primary responsibilities include
- Significant element of this role requires partnering with the business and key stakeholders to build complex financial models and projections that effectively integrate wealth and banking impacts as part of decision criteria to grow the Private Wealth Manager business at Citizens.
- Supports the business by providing financial reporting and analysis to influence business management and advises on accounting issues and the financial implications of business trends.
- Deliver insights that demonstrate the value of Private Wealth to the broader organization.
- Ensures business leadership is focusing on the most important financial outcomes and that plans are aligned with business unit and franchise strategies.
- Partner across Finance and other teams to streamline processes, organize metric data, and develop both standard and ad-hoc reporting.
- Support the development of financial strategies and business cases for new initiatives and investments.
- Conduct ad-hoc financial analysis and contribute to special projects as needed.
Qualifications, Education, Certifications and/or Other Professional Credentials
- 5+ years of experience in financial analysis, including modeling and performance diagnostics (e.g., rate/volume analysis) with proficiency in leveraging Microsoft Excel functionalities
- Exceptional attention to detail, with strong organizational and time-management skills.
- Advanced analytical capabilities with the ability to interpret complex financial data and deliver actionable insights.
- Strong communication and collaboration skills, with a proven ability to work effectively across teams.
- Strategic thinker with the ability to connect big-picture goals to detailed execution.
- Strong PC skills including Microsoft Excel, Word, and PowerPoint.
- Working knowledge of Hyperion Essbase, Oracle Financials, Ariba and Apptio a plus.
- Bachelor’s degree required.
- Experience in banking or wealth management preferred.
Hours & Work Schedule
- Hours per Week: 40
- Schedule: Monday–Friday
Pay Transparency
The salary range for this position is $129,000-$169,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
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About UsEqual Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
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Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
