Finance Rptg Sr. Manager Pbwm Nam

hace 1 semana


Heredia, Costa Rica Citi A tiempo completo

The Finance Reporting Senior Manager is a senior management level position responsible for accomplishing results through the management of a team or department in an effort to provide regulatory analysis and reporting in coordination with the Finance team. Additionally, the Finance Reporting Senior Manager develops reporting and control procedures to accurately prepare information required for financial reporting and analysis. The overall objective of this role is to ensure business/department financials are prepared and delivered in a timely and accurate manner. This position is to manage Personal Bank Wealth Management (PBWM) for North America (NAM) Retail Bank team.

**Responsibilities**:

- Drive the analysis and submission of reports to various constituencies (local regulators, SEC, Fed, OCC, etc.) based on requirements such as US GAAP, US Regulatory, and local statutory reporting
- Oversee closing the books and sub-ledgers, including passing appropriate required adjustment entries and consolidating financials at the end of each accounting period
- Lead and direct a team of professionals and manage complex/critical/large professional disciplinary areas
- Communicate with peers within the firm and externally, including regulators and professional organizations
- Provide advice to internal clients on the implications of business trends, issues, operating environment changes, and firm or business unit strategy
- Deliver a full range of services to one or more businesses or geographic regions
- Utilize comprehensive knowledge of multiple areas within Finance and how they interact in order to achieve the goals of the Finance department
- Has the ability to operate with a limited level of direct supervision.
- Can exercise independence of judgement and autonomy.
- Acts as SME to senior stakeholders and /or other team members.
- Ability to manage teams.

**Qualifications**:

- 6-10 years of relevant experience
- Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
- Ability to work with counterparts in different areas of organization
- Ability to manage workstreams in parallel and multitask
- Proven organization and time management skills
- Proven problem-solving and decision-making skills
- Proven presentation skills
- Consistently demonstrates clear and concise written and verbal communication skills
- Advance English language required

**Education**:

- Bachelor’s Degree/University degree or equivalent experience
- Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
- **Job Family Group**:
Finance
- **Job Family**:
Financial Reporting
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting


  • Fp&a Sr Manager

    hace 2 semanas


    Heredia, Costa Rica Citi A tiempo completo

    **Responsibilities**: - Conduct management activities for a mid-size team such as training, evaluations, hiring, disciplinary actions, and termination of team members - Conduct analysis of Citi’s/Citi’s competitors’ financial performance - Generate flash results/highlights of analytics for Board of Directors’ reports and Executive Management...


  • Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Senior Analyst is an intermediate level position responsible for the generation, tracking and submission of financial reports in coordination with the Finance Team. The overall objective of this role is to accurately prepare and report business/financial transactions, reports and statements in accordance with local regulatory guidelines...


  • Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Senior Analyst is an intermediate level position responsible for the generation, tracking and submission of financial reports in coordination with the Finance Team. The overall objective of this role is to accurately prepare and report business/financial transactions, reports and statements in accordance with local regulatory...

  • Eot Nam Analytics

    hace 4 semanas


    Heredia, Costa Rica Citi A tiempo completo

    EOT NAM Analytics is an analytical workstream supporting the EO&T Charge Outs business. It is part of the Assurance organization in FRSS / Citi Shared Services Costa Rica. What is Charge Outs? The settlement/transactions resulting from the intercompany process between internal service providers and customers requiring goods or services to operate...

  • Fp&a Sr Analyst

    hace 2 semanas


    Heredia, Costa Rica Citi A tiempo completo

    The Financial Planning and Analysis Senior Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the...

  • Fp&a Sr Analyst

    hace 7 días


    Heredia, Costa Rica Citi A tiempo completo

    The Financial Planning and Analysis Senior Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the...


  • Heredia, Costa Rica Citi A tiempo completo

    The Personal Banking Wealth Management and Legacy Franchises (PBWM and LF) Controller Finance Solutions Senior Lead Analyst position is responsible for Earnings, Forms 10-Q/10-K analysis and reporting in coordination with the Finance teams. Additionally, the Finance Solutions Senior Lead Analyst implements new GAAP reporting requirements, control procedures,...

  • Finance Rptg. Sr. Analyst

    hace 4 semanas


    Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Senior Analyst is an intermediate level position responsible for the generation, tracking and submission of financial reports in coordination with the Finance Team. The overall objective of this role is to accurately prepare and report business/financial transactions, reports and statements in accordance with local regulatory...


  • Heredia, Costa Rica Citi A tiempo completo

    **Responsibilities**: - Support the analysis and submission of reports to various constituencies (local regulators, SEC, Fed, OCC, etc.) based on requirements such as US GAAP, US Regulatory, and local statutory reporting - Assist with closing the books and sub-ledgers, including passing appropriate required adjustment entries and consolidating financials at...

  • Fp&a Lead Analyst

    hace 4 semanas


    Heredia, Costa Rica Citi A tiempo completo

    Citi's US Personal Banking (USPB) business is a key market within our PBWM segment (Personal Bank and Wealth Management). The Marketing & Network Finance team is tasked with overseeing the budget and enhancing the financial analytics around our on-going marketing investments across USPB, including driving enhanced processes, analytical rigor and deepening...

  • Senior Program Manager

    hace 4 semanas


    Heredia, Costa Rica Amzn Support Srvcs Costa Rica A tiempo completo

    6+ years of program or project management experience - 6+ years of change management experience - 6+ years of defining and executing against program timeline & requirements experience - 6+ years of owning program strategy, end to end delivery, and communicating results to senior leadership experience - 6+ years of working cross functionally with tech and...

  • Fp&a Group Manager

    hace 4 semanas


    Heredia, Costa Rica Citi A tiempo completo

    Citi's US Personal Banking (USPB) business is a key market within our PBWM segment (Personal Bank and Wealth Management). We offer branded cards, retail services and retail banking. The USPB Marketing Finance team is tasked with overseeing the budget and enhancing the financial analytics around our on-going marketing investments across USPB, including...


  • Heredia, Costa Rica British American Tobacco A tiempo completo

    **BAT is evolving at pace - truly like no other organisation.** **To achieve the ambition, we have set for ourselves, we are looking for colleagues who are ready to live our ethos every day. Come be a part of this journey!** **BAT COSTA RICA IS LOOKING FOR A COMMERCIAL FINANCE SR MANAGER** **SENIORITY LEVEL**:Senior Level **FUNCTION**: GBS...

  • Finance Rptg Sr. Analyst

    hace 3 semanas


    Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Senior Analyst is an intermediate level position responsible for the generation, tracking and timely submission of financial reports in coordination with the Finance Team. The overall objective of this role is to accurately prepare and report business/financial transactions, reports and statements in accordance with local regulatory and...


  • Heredia, Costa Rica British American Tobacco A tiempo completo

    **BAT is evolving at pace - truly like no other organisation.** **To achieve the ambition, we have set for ourselves, we are looking for colleagues who are ready to live our ethos every day. Come be a part of this journey!** **BAT COSTA RICA IS LOOKING FOR A FINANCE MANAGER, SUPPLY FINANCE** **SENIORITY LEVEL**:Managerial **FUNCTION**: Finance **SALARY...

  • Finance Rptg Specialist

    hace 4 semanas


    Heredia, Costa Rica Citi A tiempo completo

    The Pit Crew is the FRSS capacity management program, enabling organizational agility through end-to-end process management, while building the fungible talent pipeline that accelerates CSS digital transformation. **Responsibilities**: - Adhere to key controls for accounting process within the process handled. Articulates own process along with its key...

  • Finance Rptg Sr. Analyst

    hace 3 semanas


    Heredia, Costa Rica Citi A tiempo completo

    The CAA professional is responsible for supporting financial reporting of various Institutional Client Group (ICG) Legal Entities and Segments within Citi, supports Controllers in fulfilling responsibilities related to financial accountability, entity governance, policies and procedures. Also, is responsible to facilitate the interaction with other key areas...


  • Heredia, Costa Rica Sysco Costa Rica A tiempo completo

    The Finance Operations Manager is responsible for overseeing the performance and training of employees involved in finance operations within the Service Center. While not owning the financial processes, the role ensures that standard operating procedures are adhered to and that performance metrics are met. **Requirements**: Employee Training &...

  • Finance Manager

    hace 2 semanas


    Heredia, Costa Rica Experian A tiempo completo

    Company Description **About us, but we’ll be brief** Experian is the world’s leading global information services company, unlocking the power of data to create more opportunities for consumers, businesses, and society. We are thrilled to share that **FORTUNE has named Experian one of the 100 Best Companies to work for**. In addition, for the last five...


  • Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Senior Manager is a senior management level position responsible for accomplishing results through the management of a team or department in an effort to provide regulatory analysis and reporting in coordination with the Finance team. Additionally, the Finance Reporting Senior Manager develops reporting and control procedures to...