VP, Finance Accounting Lead Analyst

Citi; New York (NY); On-site; USD 129,000 - 195,000; Full time

Job summary

An established industry player is seeking a Pension and Benefits Controller VP to oversee the accuracy of U.S. GAAP financial reporting for employee benefit programs. This senior-level role involves preparing financial statements, ensuring compliance with regulatory filings, and supporting audits. The ideal candidate will have extensive experience in benefit plan reporting and a strong command of analytical skills. Join a dynamic team in a collaborative environment that values integrity and excellence in financial management.

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages

Vacation

Sick leave

Paid holidays

Qualifications

• 5+ years of experience with benefit plan reporting.
• High proficiency in MS Office required.

Responsibilities

• Prepare financial statements for U.S. employee benefit plans.
• Support internal and external audits for US employee benefits plans.
• Build partnerships with internal and external stakeholders.

Skills

Benefit plan reporting

Audit experience

MS Office (Excel, Word, PowerPoint)

Analytical skills

Problem-solving skills

Written and verbal communication

Education

Bachelor’s/University degree

MBA or CPA

Job description

Benefits Finance group within the Corporate Controllers' organization is responsible for the accuracy and integrity of U.S. GAAP financial reporting for all United States (U.S.) and Puerto Rico (P.R.) employee benefit programs. Benefits Finance group provides finance support for all U.S. and P.R. businesses for employee benefit plans, including financial reporting and analysis, regulatory filings, and tax reporting. The group is responsible for developing the U.S. and P.R. benefits budget, various financial forecasts, and recording and monitoring all business allocations for these programs. Non-U.S. charges are monitored at the local and regional levels. In addition, Benefits Finance is responsible for monitoring the global retirement benefit plans for Citi.

The Pension and Benefits Controller VP is a senior level position responsible for leading efforts that ensure the timely preparation and filing of Department of Labor 5500 forms, and the retirement footnote disclosure for the SEC 10-K and 10-Q filing and stand-alone subsidiary entities’ financial statements. The objective of this role includes efforts to control and support data integrity in monthly close and general ledger reconciliation, monitor control operations through monthly testing, and lead the retirement plans’ financial statements audit.

Responsibilities:

• Preparation of financial statements and footnote disclosures required for U.S. employee benefit plans filing with the Department of Labor.
• Preparation of financial statement footnote disclosures required for Citi and subsidiaries SEC 10-K/10-Q and standalone financial reporting requirements.
• Support internal and external audits for US employee benefits plans.
• Support inquiries from Corporate groups (Finance, Tax, legal, Treasury, Risk and Human Resources).
• Prepare monthly balance sheet reconciliations and account owner attestation.
• Assist in Management Control Assessment and SOX process for the team.
• Approve payments for retirement plans.
• Establish consistent processes and a strong control environment and review procedures.
• Build a strong partnership with internal and external stakeholders, including HR Benefits, HR Payroll, Legal, FP&A, auditors, actuary firms, plan trustee, etc.

Qualifications:

• 5+ years of experience with benefit plan reporting
• Audit experience of benefit plans a plus
• High proficiency in MS Office (Excel, Word, PowerPoint) required
• Strong analytical and problem-solving skills, and attention to details
• Clear and concise written and verbal communication

Education:

• Bachelor’s/University degree or equivalent experience
• MBA or CPA preferred but not required

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Job Family Group:

Finance

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Job Family:

Financial Accounting

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Time Type:

Full time

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Primary Location:

Long Island City New York United States

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Primary Location Full Time Salary Range:

$129,840.00 - $194,760.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Anticipated Posting Close Date:

May 16, 2025

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