What are the responsibilities and job description for the Finance Sr Manager - Expense Management and Forecasting position at Citizens?
Description
Senior Finance Manager – Expense Management & Forecasting (Individual Contributor)
Location: Charlotte, NC, or Johnston, RI
The Opportunity
You’re made ready to continue a fulfilling career with exciting new challenges and opportunities to stretch yourself. Citizens Private Bank is a rapidly expanding, strategically important business within Citizens Bank, serving high‑net‑worth clients through a growing national footprint. As the business scales, disciplined expense management and forward‑looking financial insight are critical.
In the role of the Finance Senior Manager, you will play a critical role as an individual contributor in ensuring the financial integrity of the business through sound fundamental practices. You will be responsible for owning expense planning, forecasting, and operational financial insights across the Private Bank. In this role, you’ll experience new things, create new opportunities, think beyond your role and make an impact. To support your team, you will develop talent, drive strategic business initiatives, and review financial forecasts, variance reports, and industry drivers as part of the planning process. You will serve as a strategic business partner for leaders, leading strategic initiatives and supporting cross functional teams with high visibility and impact. This position partners closely with Private Bank leadership, regional teams, and field offices to ensure financial transparency, accountability, and informed decision‑making. Ideally, you are fully knowledgeable on the day to day activities of a product or process and can provide assistance on complex business issues. More importantly, while in this role you’ll feel valued for who you are and supported to achieve what’s important to you, personally and professionally!
What You’ll Do
This role sits at the intersection of growth and financial discipline, helping Citizens Private Bank scale responsibly while investing in people, technology, and client experience. It offers visibility to senior leadership, exposure to a complex and evolving business, and the opportunity to shape how a fast‑growing Private Bank manages its expense base.
Pay Transparency
The salary range for this position is $128,000 - $160,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the 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.
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
Senior Finance Manager – Expense Management & Forecasting (Individual Contributor)
Location: Charlotte, NC, or Johnston, RI
The Opportunity
You’re made ready to continue a fulfilling career with exciting new challenges and opportunities to stretch yourself. Citizens Private Bank is a rapidly expanding, strategically important business within Citizens Bank, serving high‑net‑worth clients through a growing national footprint. As the business scales, disciplined expense management and forward‑looking financial insight are critical.
In the role of the Finance Senior Manager, you will play a critical role as an individual contributor in ensuring the financial integrity of the business through sound fundamental practices. You will be responsible for owning expense planning, forecasting, and operational financial insights across the Private Bank. In this role, you’ll experience new things, create new opportunities, think beyond your role and make an impact. To support your team, you will develop talent, drive strategic business initiatives, and review financial forecasts, variance reports, and industry drivers as part of the planning process. You will serve as a strategic business partner for leaders, leading strategic initiatives and supporting cross functional teams with high visibility and impact. This position partners closely with Private Bank leadership, regional teams, and field offices to ensure financial transparency, accountability, and informed decision‑making. Ideally, you are fully knowledgeable on the day to day activities of a product or process and can provide assistance on complex business issues. More importantly, while in this role you’ll feel valued for who you are and supported to achieve what’s important to you, personally and professionally!
What You’ll Do
- Lead expense planning across compensation and non‑compensation, including multi‑year forecasts and long‑range planning
- Support capital planning, build initiatives, technology investments, and cost allocation methodologies
- Own and maintain organizational and financial structures, including hierarchy alignment, headcount mapping, AFS mapping, relationship grouping, and profitability attribution
- Support regional performance analysis, management reporting, and specialized operational insights
- Partner with Private Bank leaders to translate financial data into clear, actionable insights in a high‑growth environment
- Bachelor’s degree in Finance or Accounting, or Science/Engineering/Math with relevant experience in a Finance organization
- Strong experience in expense management, forecasting, or corporate finance
- High attention to detail with strong analytical, organizational, and time‑management skills
- Ability to think strategically while working through detailed analysis to drive accountability
- Strong communication and partnership skills with comfort engaging senior and field leaders
- Proficiency in Excel, PowerPoint, and Word; experience with SQL or PowerQuery a plus
- Comfortable operating independently in an individual contributor role
This role sits at the intersection of growth and financial discipline, helping Citizens Private Bank scale responsibly while investing in people, technology, and client experience. It offers visibility to senior leadership, exposure to a complex and evolving business, and the opportunity to shape how a fast‑growing Private Bank manages its expense base.
Pay Transparency
The salary range for this position is $128,000 - $160,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the 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.
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
Salary : $128,000 - $160,000