Finance Rptg Sr. Manager Pbwm Nam

hace 5 días

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 6 días

    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 reports-...

  • Finance Rptg Eot Nam Sr. Analyst

    hace 6 días

    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 1 semana

    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...

  • Eot Nam Analytics

    hace 6 días

    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 effectively...

  • Finance Rptg Sr. Analyst Pbwm Rel

    hace 4 días

    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...

  • Fp&A Sr Analyst

    hace 6 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...

  • Fp&A Sr Analyst

    hace 6 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...

  • Finance Rptg. Sr. Analyst

    hace 1 semana

    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...

  • Sr. Finance Analyst

    hace 5 días

    Heredia, Costa Rica British American Tobacco A tiempo completo

    **BAT is evolving at pace - truly like no other organization.** **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 SR. FINANCE ANALYST** **SENIORITY LEVEL**:Non-Manager **FUNCTION**: Finance **SALARY...

  • Sr. Manager, Finance Projects

    hace 6 días

    Heredia, Costa Rica Aligntech A tiempo completo

    **Join a team that is changing millions of lives.**- Transforming smiles, changing lives_At Align Technology, we believe a great smile can transform a person's life, so we create technology that gives people the confidence to take on whatever's next.We revolutionized the orthodontic industry with the introduction of the Invisalign system, and we have never...

  • Finance Rptg Group Manager

    hace 4 días

    Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Group 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 Group Manager develops reporting and control procedures to...

  • Fp&a Lead Analyst

    hace 5 días

    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...

  • Finance Rptg Sr. Analyst

    hace 5 días

    Heredia, Costa Rica Citi A tiempo completo

    The Finance Reporting Intermediate 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...

  • Finance Rptg Sr. Analyst

    hace 1 semana

    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...

  • Finance Rptg Sr. Analyst

    hace 5 días

    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...

  • Senior Program Manager

    hace 1 semana

    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...

  • Csis Nam/Latam Regional Finances Sr Manager

    hace 6 días

    Heredia, Costa Rica Citi A tiempo completo

    **Summary**:CSIS is a full-service team that protects the employees, assets, information, integrity, and reputation of Citi and its clients.We accomplish this by offering industry-leading professional security services, fraud prevention, and independent investigations to all of Citi's businesses and regions globally, and by partnering with internal business...

  • Finance Rptg Sr. Analyst

    hace 6 días

    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...

  • Financial Solutions Sr. Analyst

    hace 6 días

    Heredia, Costa Rica Citi A tiempo completo

    **Responsibilities**:- Contributes to the design, roll-out and governance of financial solutions, including:- Participates in formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products, functions and locations- Assists in setting business and information architecture standards...

  • Operational Risk Sr Analyst

    hace 6 días

    Heredia, Costa Rica Citi A tiempo completo

    Global Reporting, Tools & Analytics (GRA) is part of the PBWM CAO organization, which supports CitiEnterprise by creating and implementing methodologies to measure and escalate Operational Risk.PBWMCAO is a First Line of Defense Control function that aids in the assessment of risk evaluation for ConsumerBanking.The team develops and maintains reports and...