Finance Manager

3 days ago

Boston, Massachusetts, United States Citizens Financial Group Full time $110,000 - $115,000 per year
Description

At Citizens, we're focused on what matters most—delivering for our customers by prioritizing with purpose. As part of our team, you'll join an organization deeply committed to serving our customers, colleagues, and the communities where we live and work.

Citizens is a well-established financial services company with a national footprint and global capabilities. We offer competitive and comprehensive benefits, foster career growth, and provide a stable, fiscally sound environment—all while driving meaningful impact for those we serve.

About the Role: Finance Manager – Citizens Private Wealth

As a Finance Manager supporting Citizens Private Wealth, you'll play a key role in our strategic expansion. You'll help elevate performance measurement, support forecasting and planning routines, and deliver insights that shape the future of our Wealth division.

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.

Key Responsibilities:

  • Lead reporting and forecasting for Private Wealth, including month-end and quarter-end close, financial reviews, and rolling forecasts.
  • Analyze financial performance and build compelling narratives for monthly business reviews, highlighting trends, risks, and opportunities.
  • Deliver insights that demonstrate the value of Private Wealth to the broader organization.
  • 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.

Qualifications:

  • Minimum 3 years of experience in financial analysis, including performance diagnostics (e.g., rate/volume analysis).
  • Bachelors degree in Finance, Accounting, Business, or related field. 
  • Experience in banking or wealth management strongly preferred.
  • 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.
  • Proficiency in Microsoft Excel, PowerPoint, and Word; experience with SQL or PowerQuery is a plus.
  • Bachelor's degree required.

Work Schedule:

  • Hours per Week: 40
  • Schedule: Monday–Friday

Pay Transparency 

The salary range for this position is $110,000 - $115,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit .

#LI-Citizens6

  • Finance Manager

    53 minutes ago

    Boston, Massachusetts, United States NavitsPartners Full time $80,000 - $120,000 per year

    Job Title: Finance ManagerLocation: Quincy, MADuration: 6 Months | ContractPosition Summary:"Navitas Partners, LLC" is seeking an experienced Finance Manager to oversee budgeting, forecasting, and financial reporting for IT-related projects, with a focus on healthcare program initiatives. The role involves managing budgets, analyzing financial performance,...

  • Executive Assistant to Chief Executive Officer

    2 weeks ago

    Boston, Massachusetts, United States Social Finance Full time $98,000 - $120,000 per year

    The OpportunitySocial Finance is currently seeking an experienced Executive Assistant to provide direct support to our CEO, Tracy Palandjian. This opportunity is ideal for a mission-driven, highly organized professional who thrives in fast-paced environments and is passionate about using their strategic and operational skills to support leadership in the...

  • Finance Manager, Commercial Business Partner

    2 days ago

    Boston, Massachusetts, United States EMD Serono Full time $102,300 - $153,400

    Work Your Magic with us Start your next chapter and join EMD Serono.Ready to explore, break barriers, and discover more? We know you've got big plans – so do we Our colleagues across the globe love innovating with science and technology to enrich people's lives with our solutions in Healthcare, Life Science, and Electronics. Together, we dream big and are...

  • Director of Finance

    2 days ago

    Boston, Massachusetts, United States City of Boston Full time $145,000 - $165,000

    OverviewOn April 2nd, 2024, Mayor Michelle signed an ordinance to create a Planning Department in the City of Boston for the first time in 70 years. The ordinance restores planning as a core function of City government, ensuring its inclusion in the City's budget, and allowing for the transfer of current staff from the Boston Planning & Development Agency...

  • Director of Finance

    2 days ago

    Boston, Massachusetts, United States Hyatt Full time $120,000 - $150,000 per year

    Hyatt Regency BostonAt Hyatt, we believe in the power of belonging- of making people feel at home no matter where they are in the world. We turn trips into journeys, encounters into experiences, and jobs into careers. Join a team that is making travel more human. Connected. Sustainable. Here, everyone's role matters. Opportunities are yours to shape. Your...

  • Head of Finance

    2 days ago

    Boston, Massachusetts, United States Upbound - Job Posting Full time $150,000 - $250,000 per year

    Upbound is redefining how modern infrastructure is built. As the creators of Crossplane and the pioneers of the Intelligent Control Plane, we are leading the shift toward agentic infrastructure: platforms that reason, adapt, and operate alongside AI-native systems.As Upbound enters its next stage of growth, we are seeking a Head of Finance, Accounting, and...

  • ASSOCIATE DIRECTOR, FINANCE

    2 days ago

    Boston, Massachusetts, United States Boston University Full time $120,000 - $180,000 per year

    Associate Director, Finance & Operations Position Summary The Associate Director, Finance & Operations, serves as a key leader in the Division of Student Affairs financial and administrative strategy. Reporting to the Associate Dean for Finance & Administration, this position provides oversight of financial operations, business process improvement, and staff...

  • Finance Associate

    3 days ago

    Boston, Massachusetts, United States Maven AGI Full time $60,000 - $120,000 per year

    Company OverviewMaven AGI is an enterprise AI platform on a mission to unleash business artificial general intelligence (AGI), starting with customer service. Founded in July 2023 by executives from HubSpot, Google and Stripe, Maven builds conversational AI agents capable of delivering accurate, autonomous support that delights customers at scale.Our...

  • Senior Finance Associate

    3 days ago

    Boston, Massachusetts, United States Kforce Inc Full time $80,000 - $120,000 per year

    ResponsibilitiesKforce's client, one of Boston's most dynamic investment management companies, is seeking a Senior Finance Associate on their Fund Management team. This company offers a highly proven promotion track, an excellent compensation plan and the chance to work with some of the best people in the industry. This role will work in a hybrid schedule, 3...

  • Finance Associate

    2 days ago

    Boston, Massachusetts, United States Maven AGI Full time $60,000 - $120,000 per year

    Company Overview:Maven AGI is an enterprise AI platform on a mission to unleash business artificial general intelligence (AGI), starting with customer service. Founded in July 2023 by executives from HubSpot, Google and Stripe, Maven builds conversational AI agents capable of delivering accurate, autonomous support that delights customers at scale.Our...