Finance Sr Manager - Deposits
Citizens Financial Group · Charlotte
You’re made ready to continue a fulfilling career with exciting new challenges and opportunities to stretch yourself.
Citizens is seeking a high-performing Finance Manager to join the CFO organization supporting the Private Bank, a rapidly growing and strategically important business. This role serves as a trusted advisor to senior business and finance leadership, driving deposit forecasting, pricing strategy, and performance analytics to support profitable growth and balance sheet optimization.
This is a high-impact individual contributor role offering significant visibility and influence, combining strategic planning, advanced analytics, and business partnership. The position plays a critical role in linking deposit performance to broader macroeconomic trends, interest rate dynamics, and enterprise balance sheet objectives, while owning analytics end-to-end—from data and methodology through insight generation and decision support.
What You’ll Do
Lead deposit forecasting and planning, including balance, mix, and rate assumptions; deliver accurate monthly outlooks, variance analysis, and driver-based insights
Contribute to multi-year and strategic planning, incorporating macroeconomic factors, interest rate scenarios, and business growth objectives
Support and influence deposit pricing strategy, including rate recommendations, competitive analysis, and profitability optimization
Own and enhance end-to-end analytics, including data inputs, forecasting methodologies, model development, and insight delivery
Serve as a key finance partner and trusted advisor to Private Bank leadership, influencing decisions that impact deposit growth, pricing, and client economics
Deliver executive-ready reporting and insights, clearly articulating key drivers, risks, and opportunities, including materials supporting senior leadership discussions
Partner across Finance, Treasury, and business teams to optimize funding mix and balance sheet performance
Drive data and analytics transformation, including automation, tooling enhancements, and scalable reporting solutions to improve forecasting accuracy and efficiency
Identify opportunities to modernize data infrastructure and processes, strengthening the foundation for forward-looking analytics and decision support
Provide ad hoc analysis and strategic support for initiatives impacting Private Bank performance and long-term profitability
What We’re Looking For
Bachelor’s degree in Finance, Accounting, Economics, or Science/Engineering/Math with relevant experience in a Finance organization
Progressive experience in banking finance, treasury, or balance sheet management
Strong understanding of deposit products, pricing dynamics, and banking balance sheet drivers, including sensitivity to macroeconomic and rate environments
Advanced analytical skills with proficiency in Excel; experience with data and visualization tools (e.g., Alteryx, Power BI) preferred
Demonstrated ability to translate complex financial data into clear, executive-level insights that drive action
Proven ability to influence stakeholders and operate effectively in a high-visibility environment
Strong attention to detail and commitment to accuracy and governance
Self-motivated with the ability to manage multiple priorities in a fast-paced environment
Preferred Qualifications
Experience supporting Private Bank, Wealth Management, or deposit-focused businesses
Familiarity with funds transfer pricing (FTP), interest rate sensitivity, and liquidity metrics
Experience building or enhancing forecasting models, data pipelines, or analytical tools
Exposure to scenario analysis or long-range financial planning
Why This Role Matters
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 balance sheet.
Hours & Work Schedule
- Hours per Week: 40+
- Work Schedule: M-Fri (4 days in office, 1 day remote)
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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.
Equal Employment and Opportunity Employer
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.
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