Senior Finance Manager, Client Profitability Lead, Commercial Banking

Citizens Financial Group
Boston, Massachusetts, United States
Competitive salary
26 Oct 2020
28 Oct 2020
Job role
Finance manager
Experience level

Citizens Financial Group, Inc. (CFG) is one of the nation's oldest and largest financial institutions, with $165.7 billion in assets as of December 31, 2019. Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. Citizens helps its customers reach their potential by listening to them and by understanding their needs in order to offer tailored advice, ideas and solutions.

In Commercial Banking, Citizens offers corporate, institutional and not-for-profit clients a full range of wholesale banking products and services, including lending and deposits, capital markets, treasury services, foreign exchange and interest rate products, and asset finance.

In Consumer Banking, Citizens provides an integrated experience that includes mobile and online banking, a 24/7 customer contact center and the convenience of approximately 2,700 ATMs and approximately 1,100 branches in 11 states in the New England, Mid-Atlantic and Midwest regions. Consumer Banking products and services include a full range of banking, lending, savings, wealth management and small business offerings.

Senior Finance Manager, Client Profitability Lead, Commercial Banking

The Finance organization in Commercial Banking provides management reporting, business analytics and strategic financial leadership and support to the Commercial Banking Business. The Client Profitability lead is a critical role in the Finance organization responsible for developing reporting around client revenues and profitability which is a key input in business and strategic decisions.

Primary responsibilities include:

  • Create and deliver a client profitability framework and reporting tools to accurately measure revenues, capital and returns for Commercial Bank's clients
  • Develop models and methodology to assign expenses and capital to clients to create accurate reporting for returns at a client level
  • Partner with Technology teams to design automated solutions to generate profitability data and drive project management to execute those solutions
  • Manage process for generating accurate client reporting on a monthly basis with appropriate checks and balances to reconcile to reported business financials


Required Skills/Experience:

  • 8 to 10 years of finance experience ideally in the Banking/Financial Services industry, prior experience in financial planning and analysis preferred
  • Strong understanding of banking financials and understanding of loan level, relationship level and business level risk adjusted returns and drivers
  • Significant understanding of Commercial Banking product suite and regulatory environment
  • Strong problem solving skills with ability to combine data analysis and critical thinking to make recommendations to solve business problems
  • Ability to demonstrate an understanding of the big picture, while navigating through line of business detail and financials
  • Strong analytical, communication and presentation development skills with the ability to think strategically
  • Ability to work independently with a team and across various levels of management
  • Ability to handle a fast-paced environment with tight deadlines during certain times by effectively managing competing priorities
  • Advanced Microsoft Office skills (Excel, Access and Power Point)
  • Experience with Essbase Hyperion and experience with data analytics and visualization tools like Tableau preferred

Education, Certifications and/or Other Professional Credentials:

  • Bachelor's degree in accounting, finance or related discipline is required,
  • MBA/CFA preferred

Hours and Work Schedule

Hours per Week: 40

Work Schedule: M-F

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.

Equal Employment Opportunity

It is the policy of Citizens to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, colleague or a dependent's reproductive health decision making, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, genetic characteristic, citizenship, veteran or military status, marital or domestic partner status, family status/parenthood, victim of domestic violence, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer/Disabled/Veteran