Senior Finance Strategy Lead | AI-Driven Exec Narratives

Citizens Bank; Marlton (NJ); Hybrid; USD 129,000 - 169,000; Full time

Benefits offered by this job

Comprehensive benefits

Education reimbursement

Wellness programs

Maternity/paternity leave

Job summary

Citizens Bank is seeking a Finance Senior Manager to partner across Consumer Deposits and lead executive storytelling on performance and strategy. You will coordinate forecasting, budgeting, and strategic plans while driving automation and AI-enabled insights.

You’ll translate complex data into concise leadership narratives, connect deliverables, and champion continuous improvement to enhance efficiency and decision support.

Qualifications

• Progressive experience in Finance, FP&A, Strategic Finance, Corporate Finance, or Business Planning.
• Demonstrated ability to lead enterprise forecasting, budgeting, strategic planning, and executive-level financial presentations.
• Proven track record of translating complex financial and business performance into concise, actionable recommendations for senior leadership.
• Experience partnering with executive leaders and influencing decisions across multiple business functions.
• Strong communication and storytelling skills with the ability to develop compelling narratives for executive and board-level audiences.
• Experience leading cross-functional initiatives, driving process improvements, and simplifying complex workflows.
• Knowledge of automation, analytics, AI-enabled tools, and finance transformation initiatives.

Responsibilities

• Lead as the central finance partner for Forecast, Budget, Strategic Planning, MBRs, and executive reviews.
• Develop and maintain a consistent executive narrative on performance, risks, opportunities, and priorities.
• Identify synergies across deliverables and create scalable processes to improve efficiency.
• Partner with senior leaders to support strategic initiatives and high-impact decisions.
• Drive automation and AI enablement across Consumer Deposits Finance for reporting and analytics.
• Lead continuous improvement to simplify processes and reallocate capacity to high-value analysis.
• Provide coaching and development to build future finance leadership.

Skills

Finance

FP&A

Strategic Finance

Executive storytelling

Cross-functional leadership

Forecasting

Budgeting

Automation

AI enablement

Communication

Education

Bachelor’s degree in Finance, Accounting, Economics, Business, or related field

MBA or advanced degree in Finance, Business, or related discipline

Tools

AI-enabled tools

Job description

Citizens Bank is seeking a Finance Senior Manager to partner across Consumer Deposits and lead executive storytelling on performance and strategy. You will coordinate forecasting, budgeting, and strategic plans while driving automation and AI-enabled insights.

You’ll translate complex data into concise leadership narratives, connect deliverables, and champion continuous improvement to enhance efficiency and decision support.