Finance Acctg Lead Analyst - VP

Posted 9 Days Ago
Be an Early Applicant
Getzville, NY, USA
In-Office
92K-138K Annually
Senior level
Fintech • Financial Services
The Role
Manage accounting processes including legal entity management, month-end close, equity investment reporting, and risk control oversight while ensuring data accuracy and compliance.
Summary Generated by Built In

This position supports the Corporate Functions Controller with various accounting processes across businesses. Responsibilities include: Legal Entity Management, Month End Close (MEC) process and

accounting adjustments, Balance Sheet review and reconciliation oversight, Accounting and Regulatory Reporting for equity investments, and organization and management of risk and controls for team

processes.

Responsibilities of this role:

  • Equity Investment Accounting and Reporting:
  • Equity investments include Citi Ventures and other portfolios where this position will lead and direct controls and accuracies over the Investment Portfolio, reporting requirements and well as compliance with Citi Legal Entity Management Policy.
  • Legal entity management including input and update in Citi systems (Citi Legal Entity Management System (CLEMS), Citi Legal Entity Management System Equity Investments (CLEMS EI), Citi Investment Platform).
  • ○ Lead various internal and external reporting requirements.
  • Ensure data accuracy and completeness across systems and in relation to
  • reporting requirements.
  • Monthly and/or quarterly financial statement and balance sheet reviews.
  • Balance sheet account ownership and oversight of E-recon functions.

Additional responsibilities will include:

  • Other controllership responsibilities within CFC, such as responding to

accounting questions and inquiries, any required policy changes,

identifying opportunities and leading transformation projects (particularly

AI based opportunities), driving process and control standardization, and

the development of improved monitoring controls.

  • Partnership with Risk and control teams to identify significant operational

risks, assess the overall effectiveness of key controls that mitigate

significant operational risks and detect and address specific weaknesses

in the design and/or execution of key operational controls.

Qualifications:

  • Bachelors Degree required. CPA or MBA is a plus.
  • Minimum of 5 years of finance and accounting experience in a Global Organization.
  • Key competencies will include a mix of excellent analytical and problem solving skills, able
  • to make accurate accounting and business judgment, and attention to quality and detail.
  • Candidate should be a self-starter who is able to work independently and be flexible enough
  • to handle multiple tasks.
  • Excellent written and oral communication skills are essential with experience presenting in
  • front of management.
  • Relationship skills and experience partnering with multiple businesses as well as the ability
  • to influence and team with colleagues at all levels are key.
  • Proficiency PC skills including Excel, Word & PowerPoint required. Ability to handle large
  • data sets and work with new systems.

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Job Family Group: Finance

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Job Family:Financial Accounting

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Time Type:Full time

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Primary Location:Getzville New York United States

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Primary Location Full Time Salary Range:$92,000.00 - $138,000.00


In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management.

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Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:Jun 10, 2026

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.

Skills Required

  • Bachelors Degree required
  • CPA or MBA is a plus
  • Minimum of 5 years of finance and accounting experience in a Global Organization
  • Excellent analytical and problem solving skills
  • Excellent written and oral communication skills
  • Proficiency in Excel, Word & PowerPoint

Citi Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.

  • Healthcare Strength Benefits coverage is positioned as comprehensive, including health, dental, and vision insurance plus on-site clinics, prescription drug support, and disability coverage. Family-building support such as fertility assistance is described as a notable differentiator within the overall package.
  • Retirement Support Retirement benefits are framed as strong, highlighted by a 401(k) with matching and additional plan options like a Roth 401(k). Financial support is reinforced through discounts and broader financial guidance resources tied to the benefits ecosystem.
  • Wellbeing & Lifestyle Benefits Wellbeing support extends beyond insurance through programs like an Employee Assistance Program, counseling/legal resources, and gym or wellness reimbursement. These offerings increase the perceived total rewards value even when cash compensation sentiment varies by role.

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The Company
HQ: Kwun Tong, Kowloon
223,850 Employees

What We Do

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

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