Lead Finance Officer (Investment Banking) - C16 - NEW YORK

Citi•New York, NY

About The Position

Partner with and act as a trusted advisor to business partner for all strategic and tactical financial business decisions Engage and drive the relationship with business partners through strategic leadership, execution of key priorities, thoughtful challenge, and insightful analysis Lead the strategy, execution and implementation of finance specific programs, projects and/or exercises Formulate the overall budget and forecast planning, through engagement with business and other partners; ensure financial targets are met, provide insightful input into drivers needed for dynamic decision making Accountable for developing insights into all earnings presentations, business reviews, QBRs, metrics and reporting, in partnership with other key business contacts, ensuring both the financial and strategic story aligns with overall business strategy Drive and have accountability for reviewing investment strategies, having a deep understanding of business cases, fully understanding the proposed work and being able to articulate the outcomes and benefits of the investments Define and monitor KPIs to drive accountability Drive opportunities and the execution of optimization and efficiencies Provide strategy for driving change within the team inclusive of transformation efforts, e. g., process efficiency, standardization, etc. Drive risk & control agenda including data accuracy and timeliness of financial reporting and metrics; identify, assess, and escalate risks Partner with Risk and Compliance to maintain a strong control environment Lead, mentor, and develop a team of finance professionals Proven ability to serve as a strategic thought leader to the CFO Strong command of investment banking products, including capital markets, financing solutions and M&A, with clear understanding of revenue drivers, fee and cost structures, and balance sheet usage. The ideal candidate will have a minimum of 15+ years of experience in Finance or related fields, with experience interacting with and influencing senior managers, leading, and managing C-level leaders 10+ years of managerial experience as a senior finance officer in a global organization building and managing high-performing teams Proven track record of building strong relationships with senior executives Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets Exceptional analytical skills, combined with an ability to deliver analysis in a concise manner Strong leadership skills and ability to manage cross-functional teams Excellent communication skills (written / verbal) and proven ability to influence a wide range of stakeholders Results/task orientated with excellent attention to detail Ability to manage and prioritize effectively and resolve conflicting priorities Experience in business/corporate strategy is a plus Bachelor's degree required; MBA preferred Assessment, Budgeting, Business Acumen, Credible Challenge, Financial Acumen, Management Reporting, Planning and Organizing, Problem Solving, Risk Management, Stakeholder Management.

Requirements

Proven ability to serve as a strategic thought leader to the CFO
Strong command of investment banking products, including capital markets, financing solutions and M&A, with clear understanding of revenue drivers, fee and cost structures, and balance sheet usage.
The ideal candidate will have a minimum of 15+ years of experience in Finance or related fields, with experience interacting with and influencing senior managers, leading, and managing C-level leaders
10+ years of managerial experience as a senior finance officer in a global organization building and managing high-performing teams
Proven track record of building strong relationships with senior executives
Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
Exceptional analytical skills, combined with an ability to deliver analysis in a concise manner
Strong leadership skills and ability to manage cross-functional teams
Excellent communication skills (written / verbal) and proven ability to influence a wide range of stakeholders
Results/task orientated with excellent attention to detail
Ability to manage and prioritize effectively and resolve conflicting priorities
Bachelor's degree required
Assessment
Budgeting
Business Acumen
Credible Challenge
Financial Acumen
Management Reporting
Planning and Organizing
Problem Solving
Risk Management
Stakeholder Management

Nice To Haves

Experience in business/corporate strategy is a plus
MBA preferred

Responsibilities

Partner with and act as a trusted advisor to business partner for all strategic and tactical financial business decisions
Engage and drive the relationship with business partners through strategic leadership, execution of key priorities, thoughtful challenge, and insightful analysis
Lead the strategy, execution and implementation of finance specific programs, projects and/or exercises
Formulate the overall budget and forecast planning, through engagement with business and other partners; ensure financial targets are met, provide insightful input into drivers needed for dynamic decision making
Accountable for developing insights into all earnings presentations, business reviews, QBRs, metrics and reporting, in partnership with other key business contacts, ensuring both the financial and strategic story aligns with overall business strategy
Drive and have accountability for reviewing investment strategies, having a deep understanding of business cases, fully understanding the proposed work and being able to articulate the outcomes and benefits of the investments
Define and monitor KPIs to drive accountability
Drive opportunities and the execution of optimization and efficiencies
Provide strategy for driving change within the team inclusive of transformation efforts, e. g., process efficiency, standardization, etc.
Drive risk & control agenda including data accuracy and timeliness of financial reporting and metrics; identify, assess, and escalate risks
Partner with Risk and Compliance to maintain a strong control environment
Lead, mentor, and develop a team of finance professionals