Job Description
The Finance Senior Manager serves as the lead strategic finance partner for Consumer Deposits and is responsible for integrating the organization's most critical executive deliverables, including the Monthly Business Review (MBR), Forecast, Budget, Strategic Plan, and ad hoc leadership presentations. The role acts as the central point of coordination across Finance, Product, Analytics, Marketing, and FP&A teams to ensure leadership is receiving a consistent, fact-based narrative on business performance, risks, opportunities, and strategic priorities.
This individual is accountable not only for developing executive materials, but also for creating connectivity across deliverables, eliminating redundant work, and ensuring the business story is developed once and communicated consistently across multiple forums and audiences. The role serves as the primary owner of executive storytelling for Consumer Deposits and helps translate complex financial and business performance into actionable insights for senior leadership.
In addition, the role leads continuous improvement efforts focused on automation, AI enablement, and process transformation. Responsibilities include identifying opportunities to automate recurring analyses, streamline presentation development, standardize commentary production, reduce manual reporting activities, and implement technology-enabled solutions that increase organizational capacity for strategic decision support. Success in the role will be measured by improved efficiency, stronger executive messaging, enhanced business partnership, and the development of future Finance leadership capabilities.
Primary Responsibilities
- Serve as the lead finance partner and integrator across Forecast, Budget, Strategic Planning, MBRs, and executive reviews.
- Develop and maintain a consistent executive narrative that clearly communicates business performance, key drivers, emerging risks, opportunities, and strategic priorities.
- Identify synergies across deliverables and create scalable processes that eliminate redundant work and improve efficiency across the Finance organization.
- Partner with senior business leaders to support strategic initiatives, evaluate performance, and provide decision support on high-impact business issues.
- Lead automation and AI enablement efforts across Consumer Deposits Finance, including enhancement of reporting, commentary generation, analytics, and presentation production processes.
- Drive continuous improvement initiatives that simplify processes, improve operating leverage, and redirect team capacity toward higher-value analysis and strategic business partnership.
- Provide coaching, leadership, and development opportunities that build future Finance leadership bench strength.
Key Qualifications
- Progressive experience in Finance, FP&A, Strategic Finance, Corporate Finance, or Business Planning.
- Demonstrated ability to lead enterprise forecasting, budgeting, strategic planning, and executive-level financial presentations.
- Proven track record of translating complex financial and business performance into concise, actionable recommendations for senior leadership.
- Experience partnering with executive leaders and influencing decisions across multiple business functions.
- Strong communication and storytelling skills with the ability to develop compelling narratives for executive and board-level audiences.
- Experience leading cross-functional initiatives, driving process improvements, and simplifying complex workflows.
- Knowledge of automation, analytics, AI-enabled tools, and finance transformation initiatives.
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
- MBA or advanced degree in Finance, Business, or related discipline.
- Experience supporting Consumer Banking, Deposits, Product, Pricing, Treasury, or Retail Banking organizations.
- Experience developing executive committee, board, or regulator-facing materials.
- Demonstrated leadership in finance transformation, automation, or organizational effectiveness initiatives.
- Experience developing talent and building future finance leadership capabilities.
Preferred Qualifications
- MBA or advanced degree in Finance, Business, or related discipline.
- Experience supporting Consumer Banking, Deposits, Product, Pricing, Treasury, or Retail Banking organizations.
- Experience developing executive committee, board, or regulator-facing materials.
- Demonstrated leadership in finance transformation, automation, or organizational effectiveness initiatives.
- Experience developing talent and building future finance leadership capabilities.
Hours & Work Schedule
- Hours per Week: 40+
- Work Schedule: Monday - Friday (4 days in office, 1 day remote)
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Pay Transparency
The salary range for this position is $129,000-$169,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to, the budget, 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 https://jobs.citizensbank.com/benefits .
Work Authorization:
This role is not eligible for new employer sponsored or current H-1 B visa holders. Applicants, including current OPT, L and other visa holders, must be authorized to work in the U.S. without the need for new employer sponsorship for themselves or their spouses now and in the future.
Equal Employment Opportunity
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, 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, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy
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.
Skills Required
- Progressive experience in Finance, FP&A, Strategic Finance, Corporate Finance, or Business Planning
- Experience leading enterprise forecasting, budgeting, strategic planning, and executive-level financial presentations
- Ability to translate complex financial and business performance into concise, actionable recommendations for senior leadership
- Experience partnering with executive leaders and influencing decisions across multiple business functions
- Strong communication and storytelling skills for executive and board-level audiences
- Experience leading cross-functional initiatives, process improvements, and workflow simplification
- Knowledge of automation, analytics, AI-enabled tools, and finance transformation initiatives
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
- MBA or advanced degree in Finance, Business, or a related discipline
- Experience supporting Consumer Banking, Deposits, Product, Pricing, Treasury, or Retail Banking organizations
- Experience developing executive committee, board, or regulator-facing materials
- Leadership in finance transformation, automation, or organizational effectiveness initiatives
- Experience developing talent and building future finance leadership capabilities
Citizens Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citizens and has not been reviewed or approved by Citizens.
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Parental & Family Support — Policies include six weeks of fully paid parental leave for all parents, up to 16 weeks for birthing parents, 10 days of emergency back‑up care, and adoption assistance of more than $25,000. Recognition for adoption support underscores a strong family‑friendly posture.
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Leave & Time Off Breadth — Time off includes 11 paid holidays and up to 27 PTO days. The breadth of leave is presented as generous versus many peers.
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Healthcare Strength — Medical, dental, and vision options pair with an HSA that includes a company contribution, plus mental‑health access via Spring Health (eight no‑cost sessions), Hinge Health, wellness programs, and discounted gyms. Eligibility at 20+ hours per week broadens access to these resources.
Citizens Insights
What We Do
As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. We invest in the humans who build the logic, ideas, and innovations that bring new technologies to life. Investments in AI, cloud computing, machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. If you're ready to advance your career in technology and security, learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation
Why Work With Us
We empower the colleagues that power our tech. With growth & upskilling opportunities and sought-after benefits, plus a diverse culture of people and perspectives, we help our colleagues achieve career goals. Because innovation can’t happen without the minds and hearts of our people. Technology is constantly evolving, and we believe you can too.
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