The Citibank North America Chief Finance Office team provides primary support to the CBNA CFO and the CBNA legal entity. CBNA is Citi’s largest legal entity based in North America with branches across multiple locations and covers a broad range of financial services across USPB, Corporate Banking, Services, Markets and Wealth.  The legal entity is overseen by the OCC. The CBNA CFO Support SVP will partner with the CBNA CFO Support Lead to support the CBNA CFO, advise the CBNA board and ensure all regulatory requirements from a financial perspective are met. The team is also responsible for ensuring all transformation and finance consent order initiatives are delivered for the legal entity. This role will partner with and act as a trusted advisor to the CBNA legal entity and lead through execution of key priorities, providing thoughtful challenge and insightful analysis and strategic leadership. This CFO Support SVP will play a key role in the day-to-day financial management of the legal entity, with ownership of the overall budget and plan, deepening of client analytics, and is accountable for business review insights, and will partner across the firm to ensure a deep understanding of financial investments, resource management, and strategic activities driving growth while balancing efficiency and the execution of the business strategy and achievement.

Responsibilities

• Support CBNA CFO interactions with the CBNA Board across quarterly financial updates and forecasts, dividend recommendations, capital and strategic plans, and stress tests
• Prepare CBNA CFO to represent CBNA with key external stakeholders such as regulators (OCC, FDIC, Federal Reserve) and auditors
• Support completion of key regulatory filings for CBNA such as call report covering production, process, data and controls.
• 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
• Collaborates across the Finance function, the other Global functions and the businesses
• Drive risk & control agenda including data accuracy and timeliness of financial reporting and metrics; identify, assess, and escalate risks

Qualifications

• The ideal candidate will have 7+ years of experience, with a minimum of 2 years of experience in Finance or related fields
• Possess a “connect-the-dots” mentality
• Reads all upcoming regulatory and accounting rules impacting CBNA and simplifies content
• Provides deep investigation into all emerging issues, uncovering the origins and consequences of problems that may arise  
• 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
• Excellent communication skills (written / verbal)
• Results/task orientated with excellent attention to detail
• CPA or CFA preferred  

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Job Family Group:

Business Strategy, Management & Administration

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Job Family:

Business Management

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Time Type:

Full time

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Primary Location:

NC-CHARLOTTE (BALLANTYNE)

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Primary Location Full Time Salary Range:

$145,840.00 - $218,760.00

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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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Oct 02, 2025

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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