Job Description

Description We are building the bank for the future. We are focused on what matters mostand prioritizing well to deliver for our customers! As an employee of Citizens, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens is an established and successful financial services company with national presence and the ability to conduct business globally. We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering for our customers. This Financial Planning & Analysis (FP&A) position is responsible for providing insightful financial support for Private Bank and Private Wealth. This role offers a unique opportunity to contribute to the management and forecast of an entire business units P&L and Balance Sheet. This is a small BUT high impact team that is constantly challenging processes to create efficiencies focused on driving positive business outcomes and supporting leaderships vision. This requires close partnership with key leaders and supports an area of strategic importance for the firm. The successful candidate will work with various teams within the organization to ensure the integrity of the financial forecast within CFGs CFO framework and will be encouraged to seek out ways to transform the way the finance team supports the business as it matures. This candidate will be part of an exciting journey and team charged with establishing routines, financial reporting and building various financial analyses to support ongoing strategic decisions to grow the Private Bank. Primary responsibilities include:

• Managing the reporting and forecasting processes for the Private Bank and Private Wealth, including month end and quarter end close, monthly financial reviews, and rolling forecasts
• Building the financial story for monthly business and performance reviews through analyzing financial performance, including variance analysis, to identify trends, risks, and opportunities. Review explanations of variance for sufficiency, clarity, and value
• Developing and delivering analyses that demonstrate the value of the Private Bank business to the overall bank
• Partnering with the Finance team to identify and drive process improvements, including management / organization of metric data, and creation of standard and ad-hoc reports
• Assist in the development of financial strategies and business cases for new initiatives and investments
• Conduct ad-hoc financial analysis and support special projects as needed

Qualifications

• 3+ years experience in financial analysis including the ability to perform ratevolumemix analytics from balance sheet and revenue accounts; experience in banking is preferred
• High level of attention to detail and accuracy, with strong organizational and time-management skills
• Excellent analytical skills with the ability to interpret complex financial data and provide actionable insights
• Strong communication and partnering skills with a demonstrated ability to work effectively with internal colleagues and partners
• Demonstrated ability to think deeply and understand the big picture, while working through the details required to ensure accountability for results
• Proficiency with Microsoft Excel, PowerPoint, & Word; skills with query logic such as SQL and PowerQuery desired
• Bachelors Degree in Finance/Accounting required or Science/Engineering/Math with 3+ years of relevant experience

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. Citizens

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