Finance Manager

2 weeks ago

Westwood, United States Citizens Full time

Description

As a part of our team, youre made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself As the Finance Manager you are responsible for supporting the financial reporting, forecasting, budgeting and performance analysis of the Citizens Securities, Inc. business line within Wealth Management. You will Review reports and budgets prepared by others for accuracy and completeness and assist with problem resolution during monthly financial reporting and annual budgets processing. Additionally, you will be fully knowledgeable on the day to day activities of a product or process and provide assistance on complex business issues. Most importantly, here youll experience new things, create new opportunities, think beyond your role and make an impact

Specific responsibilities include:

+ Complete monthly financial close process via review of financial results with identification and coordination of necessary adjustments to ensure accuracy.

+ Source data from multiple systems to load metrics to statistical accounts for financial reporting and analysis.

+ Analysis of actual monthly results compared to forecast / budget. Identification and research of variance drivers to develop insightful explanation of financial and business results.

+ Completion of the monthly financial performance reporting for use in monthly review of business results with senior finance and line of business management.

+ Development & production of executive reporting.

+ Identifying and driving process improvements, including improvement in management / organization of metric data for Wealth Management, creation of standard and ad-hoc reports.

+ Develop forecasts and budgets for staffing and expenses.

+ Contribute to creation of the budget packages that document key assumptions.

+ Maintenance of reporting hierarchies to align financial reporting with changes in the business.

+ Analysis and reporting of Wealth Management vendor costs.

+ Ad-hoc projects as necessary.

Qualifications:

+ 3-5 years experience in financial reporting, analysis or accounting, preferably in a Financial Services organization.

+ Solid analytical skills and the ability to succinctly communicate financial issues both verbally and in writing.

+ Ability to work on multiple deliverables within tight deadlines.

+ Ability to develop and use financial models in Excel.

+ Ability to develop and deliver financial presentations.

+ Proficiency with Microsoft Excel, PowerPoint, and Essbase.

+ Bachelors degree in accounting, finance or related discipline is required.

#LI-CITIZENS2

Hours and Work Schedule

Hours per week: 40

Work Schedule: 8:30am - 5:30pm, Monday - Friday hybrid, 3 days in office/2 days remote

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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, colleagues or a dependents reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any 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.

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