Lead Finance Officer, Personal Loans & Product

Citi; Chicago (IL); On-site; USD 144,000 - 217,000; Full time

Job summary

Citi's US Branded Cards Finance organization in Schaumburg, Illinois, seeks a Personal Loan Products Lead Finance Officer to drive performance for Citi’s Personal Loan portfolio and develop new lending features. You will collaborate with Product, Marketing, Risk, Accounting, Decision Management and Finance to set strategy and ensure financial goals are met.

Lead cross-functional planning, build robust forecasts, manage budgeting and investment decisions, and communicate results to senior

Qualifications

• Bachelor's degree in Accounting or Finance; CPA/CA certification or MBA preferred.
• 10+ years of relevant experience in financial services, especially consumer banking.
• Strong understanding of accounting, treasury, tax and legal implications related to product financials.

Responsibilities

• Provide daily business counsel, analysis, forecasting, strategic planning, and business development for the Personal Loan Product team.
• Oversee budgeting, reporting and planning activities.
• Collaborate with Product leadership to manage financial issues and targets.
• Partner with cross-functional leaders to assess drivers, P&L and maintain controls.
• Develop analytical frameworks and business cases for investments and pricing.
• Lead forecast development and marketing investment decisioning processes.
• Drive expense discipline and evaluate key investment opportunities.
• Monitor portfolio performance and report to Card and Finance Senior Management.
• Represent Finance at Business forums.
• Prepare decks for Senior Management with insights on product performance.
• Drive strategic initiatives with business partners.

Skills

Relationship building

Strategic thinking

Leadership

Communication

Excel modeling

Cross-functional collaboration

Influence senior executives

Education

Bachelor's degree in Accounting or Finance

Professional accounting certification (CPA/CA)

MBA preferred

10+ years experience in financial services

Job description

Citi's US Branded Cards Finance organization in Schaumburg, Illinois, seeks a Personal Loan Products Lead Finance Officer to drive performance for Citi’s Personal Loan portfolio and develop new lending features. You will collaborate with Product, Marketing, Risk, Accounting, Decision Management and Finance to set strategy and ensure financial goals are met.

Lead cross-functional planning, build robust forecasts, manage budgeting and investment decisions, and communicate results to senior