"Alerted.org

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).

+ 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

#LI-Citizens6

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

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.

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.