Senior Financial Officer

Citi

. Support the Personal Loan Product team through daily business counsel, analysis, forecasting, strategic planning, and business development activities .

Posted 10/20/2026full-timeUnited StatesSenior💰 $144,480 - $216,720 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial oversight, strategic planning, and business development within the consumer banking sector. Proficient in financial modeling, relationship building, and leading high-performing teams to achieve organizational goals.

Highest-signal resume keywords

Financial OversightFinancial Excel ModelingConsumer Banking ExperienceLeadership SkillsStrategic Planning

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

BudgetingForecastingFinancial ReportingAnalytical Framework DevelopmentP&L Performance AssessmentExpense DisciplineInvestment EvaluationBusiness Case DevelopmentMarketing Investment DecisioningPortfolio Performance Analysis

Soft Skills

Interpersonal SkillsCommunication SkillsPresentation SkillsRelationship BuildingConflict Resolution

Certifications & Qualifications

Bachelor's Degree in AccountingBachelor's Degree in FinanceProfessional Accounting CertificationMBA

Industry Keywords

Financial ServicesConsumer BankingTreasuryTaxLegal ImplicationsBusiness DevelopmentStrategic InitiativesCross-Functional PartnershipSenior Management CommunicationPerformance Insights

About the role

Key responsibilities & impact

Support the Personal Loan Product team through daily business counsel, analysis, forecasting, strategic planning, and business development activities
Provide financial oversight including budgeting, reporting, and planning
Work with Product leadership to manage financial issues and achieve strategic and tactical financial targets
Partner cross-functionally with Business leadership to assess business drivers and P&L performance and maintain strong controls
Develop analytical frameworks and business cases for product-related investments and changes to customer offerings and pricing
Develop forecast and marketing investment decisioning processes
Drive expense discipline and evaluate investment opportunities
Monitor and analyze portfolio performance versus expectations
Communicate performance to Card and Finance senior management through timely periodic business reviews
Represent Finance at business forums
Prepare senior-management presentations with product portfolio performance insights
Drive key strategic initiatives with business partners

Requirements

What you’ll need

Bachelor's degree in Accounting or Finance; professional accounting certification and/or MBA preferred
10+ years of relevant experience in financial services with a focus in consumer banking
Conversant in accounting, treasury, tax and legal implications regarding product financial decisions
Ability to build strong relationships and interact at all levels in the organization
Experience managing, leading, and developing a small, high-performing team
Ability to work independently with business partners
Ability to influence senior executives while working through conflict and ambiguity
Excellent interpersonal, written, presentation, verbal communication, and leadership skills with strong attention to detail
Strong financial Excel modeling skills
Ability to drive top-down strategic and operational plans

Benefits

Comp & perks

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Discretionary and formulaic incentive and retention awards for eligible employees