Citi · 6 days ago
Lead Finance Officer (Investment Banking) - C16 - NEW YORK
New York New York United States
Full-time
Onsite
Director/Executive
15+ years expCiti is a global bank providing advisory and capital markets solutions. The Investment Banking Lead Finance Officer is responsible for strategic leadership and oversight across multiple business areas, managing resources and driving financial management to align with business strategies.
BankingFinanceFinancial Services
Responsibilities
Partner with and act as a trusted advisor to business partner for all strategic and tactical financial business decisions
Engage and drive the relationship with business partners through strategic leadership, execution of key priorities, thoughtful challenge, and insightful analysis
Lead the strategy, execution and implementation of finance specific programs, projects and/or exercises
Formulate the overall budget and forecast planning, through engagement with business and other partners; ensure financial targets are met, provide insightful input into drivers needed for dynamic decision making
Accountable for developing insights into all earnings presentations, business reviews, QBRs, metrics and reporting, in partnership with other key business contacts, ensuring both the financial and strategic story aligns with overall business strategy
Drive and have accountability for reviewing investment strategies, having a deep understanding of business cases, fully understanding the proposed work and being able to articulate the outcomes and benefits of the investments
Define and monitor KPIs to drive accountability
Drive opportunities and the execution of optimization and efficiencies
Provide strategy for driving change within the team inclusive of transformation efforts, e. g., process efficiency, standardization, etc
Drive risk & control agenda including data accuracy and timeliness of financial reporting and metrics; identify, assess, and escalate risks
Partner with Risk and Compliance to maintain a strong control environment
Lead, mentor, and develop a team of finance professionals
Qualification
Required
Proven ability to serve as a strategic thought leader to the CFO
Strong command of investment banking products, including capital markets, financing solutions and M&A, with clear understanding of revenue drivers, fee and cost structures, and balance sheet usage
The ideal candidate will have a minimum of 15+ years of experience in Finance or related fields, with experience interacting with and influencing senior managers, leading, and managing C-level leaders
10+ years of managerial experience as a senior finance officer in a global organization building and managing high-performing teams
Proven track record of building strong relationships with senior executives
Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
Exceptional analytical skills, combined with an ability to deliver analysis in a concise manner
Strong leadership skills and ability to manage cross-functional teams
Excellent communication skills (written / verbal) and proven ability to influence a wide range of stakeholders
Results/task orientated with excellent attention to detail
Ability to manage and prioritize effectively and resolve conflicting priorities
Bachelor's degree required; MBA preferred
Preferred
Experience in business/corporate strategy is a plus
Benefits
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
Company
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
10001+ employees
H1B Sponsorship
Citi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
2026-01-20
2026-01-15
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