Lead Finance Officer - Citi Private Bank
About The Position
Responsible for all financial management aspects of global Private Bank across its regions in the North America, Latin America, Asia, Europe and Middle East. Lead short and long term budgeting, forecasting and planning processes through partnership with functional partners such as FP&A. Key Business leader in the planning and execution of CCAR, Recovery and Resolution planning activities. Partner with senior management to deliver on financial objectives, including a broad set of P&L goals by providing insightful analysis and strategic advice on financial business decisions and plans. Serve as primary point of contact for Private Bank business management team for all Finance disciplines including FP&A, Controllers, Treasury, and Tax Partner effectively across internal and external stakeholders including Executive Management Team members, regulators, Investor Relations, Treasury, Risk, Legal and other functions while leading delivery of capital, risk and profitability targets Drive financial discipline, efficiencies and a culture of accountability of delivering financial results Evaluating business cases and analyses to support business investment decisions such as new product development, client segments, new market entries, external partnerships, technology builds, client decisions, and marketing spend decisions Develop and set the team's strategic direction. Lead team of finance professionals to accomplish established goals while navigating intricate/complicated situations. Attract, retain and develop top talent. Lead efforts to streamline and improve financial processes, including partnering with FP&A and Technology to automate processes, as well as leverage AI.
Requirements
- 15+ years of financial experience and leadership progression in the wealth industry and/or a global financial services organization
- Knowledge and experience serving as a key strategic / financial advisor and partner to executive level business leaders
- Extensive financial management experience, including financial planning, budgeting, reporting, analytics and analysis
- Excellent communication and presentation skills; ability to drive change and support transformation and process improvement across all functional areas
- Experience managing high performing and motivated teams
- Bachelors/University degree
Nice To Haves
- Master's degree preferred
Responsibilities
- Lead short and long term budgeting, forecasting and planning processes
- Key Business leader in the planning and execution of CCAR, Recovery and Resolution planning activities
- Partner with senior management to deliver on financial objectives
- Serve as primary point of contact for Private Bank business management team for all Finance disciplines
- Drive financial discipline, efficiencies and a culture of accountability of delivering financial results
- Evaluating business cases and analyses to support business investment decisions
- Develop and set the team's strategic direction
- Lead team of finance professionals to accomplish established goals while navigating intricate/complicated situations
- Attract, retain and develop top talent
- Lead efforts to streamline and improve financial processes
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What This Job Offers
Job Type
Full-time
Career Level
Executive
