Finance Sr Manager - Expense Management and Forecasting

Citizens•Charlotte, NC

22h•$128,000 - $160,000

About The Position

You’re made ready to continue a fulfilling career with exciting new challenges and opportunities to stretch yourself. Citizens Private Bank is a rapidly expanding, strategically important business within Citizens Bank, serving high‑net‑worth clients through a growing national footprint. As the business scales, disciplined expense management and forward‑looking financial insight are critical. In the role of the Finance Senior Manager, you will play a critical role as an individual contributor in ensuring the financial integrity of the business through sound fundamental practices. You will be responsible for owning expense planning, forecasting, and operational financial insights across the Private Bank. In this role, you’ll experience new things, create new opportunities, think beyond your role and make an impact. To support your team, you will develop talent, drive strategic business initiatives, and review financial forecasts, variance reports, and industry drivers as part of the planning process. You will serve as a strategic business partner for leaders, leading strategic initiatives and supporting cross functional teams with high visibility and impact. This position partners closely with Private Bank leadership, regional teams, and field offices to ensure financial transparency, accountability, and informed decision‑making. Ideally, you are fully knowledgeable on the day to day activities of a product or process and can provide assistance on complex business issues. 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!

Requirements

Bachelor’s degree in Finance or Accounting, or Science/Engineering/Math with relevant experience in a Finance organization
Strong experience in expense management, forecasting, or corporate finance
High attention to detail with strong analytical, organizational, and time‑management skills
Ability to think strategically while working through detailed analysis to drive accountability
Strong communication and partnership skills with comfort engaging senior and field leaders
Proficiency in Excel, PowerPoint, and Word

Nice To Haves

experience with SQL or PowerQuery a plus
Comfortable operating independently in an individual contributor role

Responsibilities

Lead expense planning across compensation and non‑compensation, including multi‑year forecasts and long‑range planning
Support capital planning, build initiatives, technology investments, and cost allocation methodologies
Own and maintain organizational and financial structures, including hierarchy alignment, headcount mapping, AFS mapping, relationship grouping, and profitability attribution
Support regional performance analysis, management reporting, and specialized operational insights
Partner with Private Bank leaders to translate financial data into clear, actionable insights in a high‑growth environment