Vice President, Financial Planning & Analysis

Lead the Financial Planning and Analysis function for Citadel including supporting all business lines for budgeting and forecasting, product profitability, marketing investment analysis, new product evaluation, and loan loss allowance calculations.

Responsibilities

• Lead planning/forecasting and analysis functions (FP&A) for all lines of business at Citadel
• Develop people, processes, and infrastructure to enhance Citadel’s FP&A function with exceptional capabilities, process controls, and reporting/analytics that enable informed decision-making
• Collaborate as a thought-partner for business decision-making with business line leadership teams
• Own planning/budgeting, periodic forecasting and reporting process. Continuously seek enhancement to tools/spreadsheets and processes to improve accuracy, transparency, and speed in outcomes.
• Oversee calculations for Allowance for Loan and Lease Losses (ALLL). Lead CECL implementation. – Proactively assess and solve impacts to Balance Sheet and ongoing P/L for business lines
• Enhance ongoing profitability reporting by product, segment, and vintage. Implement enhancements in accuracy, use of ROE vs. ROA based on allocated Capital/Net Worth to each product
• Create a framework for pro-forma lifetime value (ROI) across existing and potential products, and for ad hoc analyses using vintage level history
• Provide financial planning and analysis input for Pricing Committee
• Lead and motivate staff to maximize productivity and performance; assign accountability and provide developmental feedback; recommend opportunities for individual professional growth and development
• Evaluate, select, and manage vendors

Qualifications

• 10 years of finance experience, including budgeting, reporting, and product-level analysis and projections.
• Minimum of 3 years people management experience.
• Knowledge of finance and accounting concepts, techniques, and principles.
• Experience in a financial institution.
• M&A experience preferred
• Microsoft Office
• Financial modeling and analysis software

Additional Skills/Notes

• Strategic thinker with strong business acumen.
• Excellent analytical abilities.
• Data-driven orientation.
• Holistic thinker – able to operate hands on with data as well as larger, strategic view.
• Strong leadership and organizational skills.
• Ability to prioritize and accomplish multiple, high-level projects simultaneously.
• Highly motivated and goal/solution oriented.
• Works collaboratively and independently as situations warrant.
• Excellent partnership and influencing skills.
• Strong written and oral communication skills.
• Ability to maintain confidentiality and integrity.

Education Requirements

• Bachelor of Science degree in Accounting, Finance, Business Administration, or another quantitative field
• Advanced studies in finance preferred