Job DescriptionWe are building the bank for the future. We are focused on what matters most...and prioritizing well to deliver for our customers!
As an employee of Citizens, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens is an established and successful financial services company with national presence and the ability to conduct business globally. We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering for our customers.
As a
Finance Manager supporting Citizens Private Wealth, you will help drive our expansion, by enhancing performance measurement for the division, and supporting the forecasting & planning routines. This is a small but high-impact team that is focused on developing analytical insights into the division's performance, identifying and communicating both risks and opportunities for improvement, developing monthly forecasts that reflect that outlook, and creating long-range plans. This requires close partnership with key leaders, to support a key strategic priority for the firm. The successful candidate will have an opportunity to learn about Wealth, while contributing to the Finance team by improving our forecasting models, accessing and analyzing new data, and recommending & implementing process improvements. This candidate will be part of an exciting journey and team that is charged with supporting the strategic expansion of Private Wealth at Citizens.
Primary responsibilities include: - Managing the reporting and forecasting processes for Private Wealth, including month-end and quarter-end close, monthly financial reviews, and rolling forecasts.
- Building the financial story for monthly business and performance reviews through analyzing financial performance, including variance analysis, to identify trends, risks, and opportunities. Review explanations of variance for sufficiency, clarity, and value
- Developing and delivering analyses that demonstrate the value of the Private Wealth business to the overall bank.
- Partnering with the Finance team and other stakeholders to identify and drive process improvements, including management / organization of metric data, and creation of standard and ad-hoc reports
- Assist in the development of financial strategies and business cases for new initiatives and investments
- Conduct ad-hoc financial analysis and support special projects as needed
Qualifications - 3+ years of experience in financial analysis, including analytical work to diagnose performance (e.g., rate/volume analysis )
- Experience in banking or wealth management is highly preferred
- High level of attention to detail and accuracy, with strong organizational and time-management skills
- Excellent analytical skills with the ability to source and interpret complex financial data and provide actionable insights
- Strong communication and partnering skills with a track record for working effectively with internal colleagues and partners
- Demonstrated ability to think deeply and understand the big picture, while working through the details required to ensure accountability for results
- Proficiency with Microsoft Excel, PowerPoint, & Word; skills with query logic such as SQL and PowerQuery desired
- Bachelors Degree required
Hours & Work Schedule - Hours per Week: 40
- Work Schedule: M-F
About UsEqual Employment OpportunityCitizens, 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.
Equal Employment and Opportunity Employer
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Background CheckAny 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.
