VP, Financial Reporting Lead Analyst-SEC Reporting in Getzville, NY

$100K - $150K(Ladders Estimates)

Citigroup Inc   •  

Getzville, NY 14068

Industry: Finance & Insurance


Not Specified years

Posted 39 days ago

The Finance Reporting Lead Analyst is responsible for driving the generation, analysis, and submission of reports to various constituencies based on requirements such as US Generally Accepted Accounting Principles (GAAP), US Regulatory, and local statutory reporting, in coordination with the broader Financial Reporting Team. The overall objective is to apply in-depth disciplinary knowledge to contribute to directional strategy.

This Buffalo, New York based role is part of the SEC Reporting Group which is responsible for Citigroup's Earnings Releases, 10-Qs, and Annual Report / 10-K. SEC Reporting is also responsible for Citibank N.A. Audited Financial Reporting, Citi's Accounting Policy Manual, Financial Close, and New Accounting Pronouncement implementations.

This position will be responsible for the complex VIE reporting process. In addition, this role may be involved in the Cash Flows Statement, Derivatives and Related Notes and Analysis, Investments, Risk Analysis, Corporate Credit, Average Balance Sheet analysis, Corporate Loans, Average Balance Sheet, Goodwill & Intangibles, Guarantees, the related financial monthly closes, and Fair Value Reporting among other reports and filings. This position works alongside the Legal Entity Management Team; involvement with legal entity management may include legal entity monitoring and rationalization, legal entity data analytics, process oversight, and management and regulatory progress reporting.

The preferred qualifications for this candidate are a licensed CPA with financial reporting or public accounting experience. The candidate should have strong finance and analytical skills. The role requires flexibility with hours and assignments to accommodate the requirements of the SEC's reporting calendar as well as the Firm's financial deliverables.

The individual should possess excellent leadership skills and the ability to work independently, communicate clearly with colleagues across multiple teams, and be comfortable presenting to senior management.


  • Support the analysis and submission of reports to various constituencies (local regulators, SEC, Fed, OCC, etc.) based on requirements such as US GAAP, US Regulatory, and local statutory reporting
  • Assist with closing the books and sub-ledgers, including passing appropriate required adjustment entries and consolidating financials at the end of each accounting period
  • Instill operational discipline into existing team processes
  • Work with senior leadership on strategic planning, establishing guidelines, implementing controls, and executing strategic plans
  • Mentor and advise on directional strategy by analyzing subject matter and its application within role and the business
  • Serve as a technical mentor for an area within the business
  • Build and maintain a thorough understanding of related reporting and analytics and utilize knowledge of systems and process flows to provide insight and recommendations on identified issues
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


  • 6-10 years of experience in Financial Services preferred
  • Undergraduate degree is required, preferably in finance or accounting
  • Licensed CPA preferred
  • Previous financial reporting or public accounting experience preferred
  • Demonstrated ability to work across functional areas
  • Able to communicate effectively and efficiently in both written and oral form
  • Willingness to "take ownership over their responsibilities"
  • Detail oriented but can provide vision and direction for the "big picture"
  • Strong Excel, PowerPoint and Word knowledge
  • Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
  • Proven organizational and time management skills
  • Proven problem-solving and decision-making skills
  • Consistently demonstrates clear and concise written and verbal communication skills


  • Bachelor's Degree/University degree or equivalent experience
  • Master's degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Valid Through: 2019-11-9