CFO Capital Markets and Global Markets

The CFO for the Capital Markets and Global Markets business will be responsible for directing the monthly financial reporting analysis and planning for a sophisticated set of products - loan syndications bond and equity underwriting M&A interest rate derivatives foreign exchange and commodities.  

This Senior Director level role also serves as the CFO of Citizens JMP Capital Markets Inc (“CJMPS” a commercial broker/dealer in which the M&A bond equity underwriting and brokerage functions reside and includes management of the accounting regulatory reporting capital management and planning for that legal entity.  

In this role you will play a major role in the strategic planning and annual budget processes for these businesses while managing a staff of five professionals. 

Partner with strategy and COO teams to help drive right analytics around growth opportunities for the business. Drive incremental analysis to find opportunities for capital rotation and enhancing business returns long term.

Key Responsibilities include:

• Providing core finance leadership to direct and oversee all aspects of the Finance functions of the business line
• Proactively guiding challenging and influencing business leadership on developing and delivering their plans including budgets forecasts strategic plans as well as transformative internal and cross-franchise projects
• Producing materials and leading reviews to ensure key stakeholders within the business and across Finance are aware of performance against plan proactively identifying opportunities to mitigate risks and capture opportunities

• Partnering with strategy and COO teams to help drive right analytics around growth opportunities for the business. Drive incremental analysis to find opportunities for capital rotation and enhancing business returns long term.

• Partner with Accounting to review revenue and expense recognition and oversee the annual external audit of CJMPS. 

Experience and Skills:

• 10 years of work experience in a finance leadership role with desired experience from within the banking industry

• Current management experience and experience leading teams

• Financial Budgeting Forecasting and Modeling experience – Subject Matter Expert of processes tools and techniques ability to monitor performance and explore and evaluate alternative financial scenarios and results.

• Finance Accounting and Systems experience – Extensive experience in finance and accounting practices and financial analysis. With experience monitoring compliance with organizational standards for financial report writing.

• Tactical and Strategic Planning experience – Experience with creating and implementing strategies for supporting current and future business needs.

• Proven ability to communicate and present at leadership and executive leadership levels.

Education and Certifications:

• Bachelor's degree in finance accounting or business or the equivalent combination of education and experience. 

• Current Series 27 license in good standing

Hours & Work Schedule

Hours per Week: 40

Work Schedule: M-F

Pay Transparency 

The salary range for this position is $220000 - $330000 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

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

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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.

What We Do

As one of the oldest and largest financial services firms in the United States with a history dating back to 1828 we’re committed to providing solutions and expertise that support our customers clients colleagues and communities in what’s next on their own unique journey. We invest in the humans who build the logic ideas and innovations that bring new technologies to life. Investments in AI cloud computing machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us you’ll find a customer-centric culture and a supportive collaborative workforce at Citizens. You’re made ready and so are we. If you're ready to advance your career in technology and security learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation

Why Work With Us

We empower the colleagues that power our tech. With growth & upskilling opportunities and sought-after benefits plus a diverse culture of people and perspectives we help our colleagues achieve career goals. Because innovation can’t happen without the minds and hearts of our people. Technology is constantly evolving and we believe you can too.

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