Finance Sr Manager

Citizens•Boston, MA

19h•$129,000 - $169,000•Hybrid

About The Position

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!

Requirements

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.
Bachelor’s degree required.

Nice To Haves

Working knowledge of Hyperion Essbase, Oracle Financials, Ariba and Apptio a plus.
Experience in banking or wealth management preferred.

Responsibilities

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.