Finance Planning Manager jobs at NBT Bancorp Incorporated - 42 jobs

Recovery and Resolution Planning (RRP) is responsible for the design, development and maintenance of the firm's recovery and resolution plans and related capabilities. The plans require development of central strategies to support timely and effective execution of various financial, legal and operational actions during periods of unprecedented stress. Development of the plans requires coordination with stakeholders across the organization, including technology, finance, treasury, operations and businesses, to ensure execution readiness. RRP sets the requirements for and reviews plan documentation to ensure that it meets regulatory guidelines and is fit for purpose to guide management and board throughout both the planning and execution phases. RRP is also responsible for identifying required capabilities necessary to support plan development and execution and for establishing the framework to support capabilities testing. Finally, RRP oversees and manages the governance process associated with plan approval and submission along with regulatory engagement for plan review and challenge. The Head of Recovery and Resolution Financial Forecasting Production, Testing and Controls will be a key leader in Citi's RRP organization. This role will provide oversight to the development and execution of Citi's RRP forecasting capabilities, coordinating with key partners across Treasury, Finance and the lines of business. This role ensures the integrity, automation, and operational performance of Citi's RRP forecasting capabilities, and will be a key member of the related governance and oversight groups for both strategic development and tactical deployment. The individual will be able to efficiently oversee forecast production across material legal entities leveraging Citi's applications, systems and controls to support reliable results. The role requires senior leadership capabilities, coordinating with senior stakeholders providing subject matter expertise in capital, liquidity and balance sheet forecasting and analysis with the ability to develop and implement assumptions consistent with Citi's recovery and resolution strategies. Key Responsibilities: Lead the design, implementation and execution of Citi's RRP forecasting capabilities, ensuring alignment with regulatory expectations and internal methodologies Oversee data sourcing, application deployment, control execution and results to ensure accuracy, completeness, and consistency in RRP reporting. Develop and enhance automated data workflows, leveraging data visualization and analytics tools such as Tableau, Power BI, and Python. Drive the production processes, support model and application development and validation . Partner with Technology and Finance teams to continually improve production processes and run times Oversee issue remediation activities, including interaction with internal audit and regulatory authorities Act as the internal subject matter expert on the details of forecast production processes Support RRP governance forums by providing data-driven insights, trends, and recommendations for senior leadership and regulators. Identify opportunities for continuous improvement in data workflows, ensuring adaptability to evolving regulatory requirements Qualifications 15+ years of experience in financial forecasting, liquidity and capital stress testing, data modeling, financial reporting, risk analytics, or regulatory reporting within a global financial institution. Strong technical expertise in data analytics, including experience with Tableau, Power BI, Python, etc. Understanding of U.S. regulatory reporting requirements and their data implications. Proven ability to lead cross-functional initiatives within Finance, Risk, or Treasury functions. Excellent communication and presentation skills, with the ability to convey complex data insights to senior management and regulators. Strong project management skills, with experience in process improvement and automation initiatives. Advanced Microsoft Office skills, Excel, PowerPoint Education: Bachelor's or Master's degree in Finance, Data Science, Business, Economics, or a related field * ----------------------------------------------------- Job Family Group: Finance * ----------------------------------------------------- Job Family: Fin Solutions Dsgn & Implement * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: New York New York United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $250,000.00 - $500,000.00 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. * ----------------------------------------------------- Anticipated Posting Close Date: Apr 18, 2025 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting

Manage a team of financial managers who are responsible for supporting the financial analysis activities of major segments of the Bank or for Bank-wide initiatives and programs. Contributes to strategic direction to business line and bank on emerging opportunities and issues as well as developing structure to resolve complex problems. Participate in analysis and provide guidance on investment and project decisions for the business line and the bank. **Primary Responsibilities:** + Directs managers and analysts who are responsible for operations and projects relating to the financial status for the organization, major segments, or Bank-wide initiatives/functions. + Work with senior and executive managers to identify emerging opportunities and issues to improve the organization's growth and profitability through revenue enhancements, process/system improvements, cost management, capital management and risk management. + Participate in the development and implementation of Finance department goals, contributing to strategic decisions with a comprehensive understanding of the business line or program as well as knowledge of industry/competitor strategies. + Coach and develop junior managers for a sustainable bench-strength and resource planning. + Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite.Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis.Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** **Supervisory/ Managerial Responsibilities:** Full supervisory, development of team through professional leadership. Possess ability to direct/persuade/influence across division and peers throughout the bank. **Education and Experience Required:** Bachelor's degree and a minimum 9 years' experience in Finance, Business or a related field with 3 years' managerial experience or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience with 3 years' managerial experience Advanced knowledge of word processing, presentation, spreadsheet, and other Business Intelligence software Experience in enterprise level financial performance measurement framework Thorough knowledge of project management concepts and applications Strong analytical ability and problem-solving skills including basic knowledge of accounting principles Excellent written and verbal communication skills Solid knowledge and understanding of the bank's financial information systems and financial concepts In-depth knowledge of the banking industry Solid proven leadership/managerial ability **Education and Experience Preferred:** Advanced degree in Finance, Accounting, or Business Administration or CMA Experience in financial planning and analysis, accounting, strategic planning with financial services industry M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,900.00 - $214,900.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Buffalo, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Manage a team of financial managers who are responsible for supporting the financial analysis activities of major segments of the Bank or for Bank-wide initiatives and programs. Contributes to strategic direction to business line and bank on emerging opportunities and issues as well as developing structure to resolve complex problems. Participate in analysis and provide guidance on investment and project decisions for the business line and the bank. Primary Responsibilities: Directs managers and analysts who are responsible for operations and projects relating to the financial status for the organization, major segments, or Bank-wide initiatives/functions. Work with senior and executive managers to identify emerging opportunities and issues to improve the organization's growth and profitability through revenue enhancements, process/system improvements, cost management, capital management and risk management. Participate in the development and implementation of Finance department goals, contributing to strategic decisions with a comprehensive understanding of the business line or program as well as knowledge of industry/competitor strategies. Coach and develop junior managers for a sustainable bench-strength and resource planning. Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Scope of Responsibilities:Supervisory/ Managerial Responsibilities: Full supervisory, development of team through professional leadership. Possess ability to direct/persuade/influence across division and peers throughout the bank. Education and Experience Required: Bachelor's degree and a minimum 9 years' experience in Finance, Business or a related field with 3 years' managerial experience or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience with 3 years' managerial experience Advanced knowledge of word processing, presentation, spreadsheet, and other Business Intelligence software Experience in enterprise level financial performance measurement framework Thorough knowledge of project management concepts and applications Strong analytical ability and problem-solving skills including basic knowledge of accounting principles Excellent written and verbal communication skills Solid knowledge and understanding of the bank's financial information systems and financial concepts In-depth knowledge of the banking industry Solid proven leadership/managerial ability Education and Experience Preferred: Advanced degree in Finance, Accounting, or Business Administration or CMA Experience in financial planning and analysis, accounting, strategic planning with financial services industry M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,900.00 - $214,900.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America

The Credit Financing team is seeking a VP/Director-level structurer to join its team to assist in the structuring, rating and distribution of lending facilities backed by portfolios of corporate credit. The ideal candidate will have 5+ years of experience with structured finance and capital markets transactions, particularly in relation to CLOs, collateralized fund obligations (CFOs), rated note feeders and NAV facilities. The Credit Financing team is part of the Spread Products division within Markets. The business focuses on customized financing solutions for strategic clients including large, well-known alternative investment managers. These facilities are backed by a range of assets, including broadly syndicated and private credit loans to corporate borrowers, and are primarily retained for Citi's portfolio but may also be securitized into the capital markets or syndicated to other institutional investors. The team is small, highly collaborative and has built and maintained a market-leading lending franchise for close to two decades. The candidate will have exposure to experienced market participants and constant interactions with other teams across the Bank (businesses specializing in other asset classes, risk, operations, sales, legal, tax and accounting teams). The candidate will work on all aspects of a transaction lifecycle, including origination, negotiation, documentation, deal closing, ongoing maintenance and risk management, with a focus on interacting with rating agencies to assist in obtaining a third party rating on a given facility. The candidate will take ownership for successful delivery of our value proposition to our clients, both as lender as well as, in some cases, in the role of lead arranging bank. The candidate will get to understand and set up complex fund and lending structures and assure that our facilities maximize profitability, operational flexibility and efficiency while minimizing risk. **Key Responsibilities** + Serve as the key resource on the deal team for lending projects, including drafting transaction term sheets, client negotiation, rating agency interaction and review of transaction documentation + Identify key structural, credit / market risk, and operational factors present in current and prospective credit facilities, and clearly articulate strategies to minimize and manage these risks and present them to our risk partners + Work with potential syndicate partners to distribute risk + Originate and develop innovative financing solutions for Citi's clients with a focus on more complex transactions + Develop new products and structures to enable the business to more efficiently distribute risk to third parties including insurance investors + Coordinate periodic reviews with borrowers, as well as internal and external partners, to stay abreast of developments in each underlying portfolio and the broader market **Minimum Qualifications:** + At least 5 years of relevant experience in structuring and/or rating complex structured products + Solid understanding of the corporate credit market, private credit, leveraged loans, corporate bonds, CLOs, CFOs, rated note feeders and other asset backed securities + Knowledge of private debt funds, SPV/SPE and lending structures, as well as a strong understanding of alternative assets including direct lending, private equity and other structured instruments + Candidate must have strong cash-flow modeling skills and experience in analyzing complex debt structures + Candidate should have a good foundation in financial statement analysis in a corporate debt context + Experience working on a sell-side securitization desk or rating agency preferred + Good communication and presentation skills + Candidate must be a team player **Education:** Bachelor's/University degree This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Institutional Trading ------------------------------------------------------ **Job Family:** Structuring ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** New York New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $175,000.00 - $300,000.00 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. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Oct 21, 2025 ------------------------------------------------------ _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._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Credit Financing team is seeking a VP/Director-level structurer to join its team to assist in the structuring, rating and distribution of lending facilities backed by portfolios of corporate credit. The ideal candidate will have 5+ years of experience with structured finance and capital markets transactions, particularly in relation to CLOs, collateralized fund obligations (CFOs), rated note feeders and NAV facilities. The Credit Financing team is part of the Spread Products division within Markets. The business focuses on customized financing solutions for strategic clients including large, well-known alternative investment managers. These facilities are backed by a range of assets, including broadly syndicated and private credit loans to corporate borrowers, and are primarily retained for Citi's portfolio but may also be securitized into the capital markets or syndicated to other institutional investors. The team is small, highly collaborative and has built and maintained a market-leading lending franchise for close to two decades. The candidate will have exposure to experienced market participants and constant interactions with other teams across the Bank (businesses specializing in other asset classes, risk, operations, sales, legal, tax and accounting teams). The candidate will work on all aspects of a transaction lifecycle, including origination, negotiation, documentation, deal closing, ongoing maintenance and risk management, with a focus on interacting with rating agencies to assist in obtaining a third party rating on a given facility. The candidate will take ownership for successful delivery of our value proposition to our clients, both as lender as well as, in some cases, in the role of lead arranging bank. The candidate will get to understand and set up complex fund and lending structures and assure that our facilities maximize profitability, operational flexibility and efficiency while minimizing risk. Key Responsibilities * Serve as the key resource on the deal team for lending projects, including drafting transaction term sheets, client negotiation, rating agency interaction and review of transaction documentation * Identify key structural, credit / market risk, and operational factors present in current and prospective credit facilities, and clearly articulate strategies to minimize and manage these risks and present them to our risk partners * Work with potential syndicate partners to distribute risk * Originate and develop innovative financing solutions for Citi's clients with a focus on more complex transactions * Develop new products and structures to enable the business to more efficiently distribute risk to third parties including insurance investors * Coordinate periodic reviews with borrowers, as well as internal and external partners, to stay abreast of developments in each underlying portfolio and the broader market Minimum Qualifications: * At least 5 years of relevant experience in structuring and/or rating complex structured products * Solid understanding of the corporate credit market, private credit, leveraged loans, corporate bonds, CLOs, CFOs, rated note feeders and other asset backed securities * Knowledge of private debt funds, SPV/SPE and lending structures, as well as a strong understanding of alternative assets including direct lending, private equity and other structured instruments * Candidate must have strong cash-flow modeling skills and experience in analyzing complex debt structures * Candidate should have a good foundation in financial statement analysis in a corporate debt context * Experience working on a sell-side securitization desk or rating agency preferred * Good communication and presentation skills * Candidate must be a team player Education: Bachelor's/University degree This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Institutional Trading * ----------------------------------------------------- Job Family: Structuring * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: New York New York United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $175,000.00 - $300,000.00 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. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Oct 21, 2025 * ----------------------------------------------------- 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. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

We're looking for a Vice President - Asset Based Finance to join our world-class team Be a part of the work we do to enable progress around the globe For the past 200 years at Citi, we have a drive to help clients move from ambition to achievement. Our company has been one of the foundational components of today's modern financial infrastructure-this gives us a level of unmatched expertise in tackling the world's most complex challenges and connecting across capabilities to enable lasting progress for our clients. We attract and nurture local talent from all over the world, ensuring our people are both deeply attuned to regional needs but also bring a global mindset to help clients, communities and nations move forward. Our culture is fueled by men and women with the passion to push beyond borders and boundaries, and the wisdom and courage to do what's right. Citi's Commercial Bank embodies our unique purpose as the global bank of choice for trade-oriented, mid-sized companies who see us as trusted thought partners that bring simplicity in an increasingly complex world, client-centric solutions for long-term growth and pave the way for them to reach across borders and achieve their global vision. Did you know… That Citi helped devise a plan and funded The Public Lighting Authority of Detroit to re-illuminate the city? See what else we've achieved to enable progress for our clients: citi.com/history. Successful candidate should demonstrate the following behaviors Develops our People: Builds talent and teams for Citi by creating a culture of meritocracy and transparency, and celebrating excellence, initiative and courage Drives Value for Clients: Enables economic value and positive social impact for clients, companies, governments, and communities Works as a Partner: Works collaboratively across the firm and encourages others to achieve the best results for Citi and our clients Champions Progress: Champions a culture of high standards, pushes for progress, embraces change and challenges the status quo in support of Citi's vision and global strategy Lives our Values: Ensures systematically responsible outcomes while driving performance and balancing short and long term risks Delivers Results: Sets high standards and achieves performance objectives by creating a clear path toward ethical and sustainable results The Vice President - Asset Based Finance Origination assists Senior Transactors in originating, structuring, and executing debt solutions for our Commercial Banking Clients. Based in New York / Los Angeles, the ideal candidate will: Support new asset-based deal opportunities with an analysis of capital structure, borrowing base, credit profile, market comparables, and industry research Develop targeted prospecting lists; join Senior Transactors in client and prospect meetings to develop and sustain enduring relationships Assist in the creation of pitch materials; screen opportunities; propose appropriate structures; work alongside Underwriting to green light transactions; draft and negotiate term sheets with clients (interfacing with legal counsel); work with underwriting partners to help shepherd internal approvals; negotiate legal documentation and manage an efficient closing process Interface with banker coverage and other partners to coordinate execution of transactions and to effectively meet deal timelines Develop strong partnerships with internal constituents within the Independent Risk, Syndication, and Coverage teams; maintain a high level of credibility with key stake holders Exhibit business and credit judgment as well as to provide balanced assessments in working with internal team members and partners Maintain a strong attention to detail and complete work in assigned timeframes. Requirements: A minimum of 5 years of experience in Asset Based Finance Bachelor's degree FINRA Licensing - SIE, Series 63 & 79 (current or ability to obtain) Skills: Strong financial, analytic, and credit skills Experience in working with complex capital structures Team player, able to facilitate strong partnerships Excellent written and presentation skills ------------------------------------------------------ Job Family Group: Commercial and Business Sales ------------------------------------------------------ Job Family: Commercial Product Sales ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $142,320.00 - $213,480.00 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. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 31, 2026 ------------------------------------------------------ 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. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of AI Security Architect to join our Cybersecurity team. This role can is in NYC, NY. Role Summary: The Director, Cyber Policy Modernization & Controls is responsible for leading the execution of the Cyber Policy Modernization project and transitioning the organization to a robust, business-as-usual (BAU) cyber controls environment. This role will drive the modernization of cybersecurity policies, align controls with industry frameworks (CRI, NIST, ISO), and ensure ongoing governance, measurement, and continuous improvement of the enterprise's cyber control landscape. The Director will collaborate closely with engineering controls, enterprise controls, and cross-functional stakeholders to deliver a harmonized, actionable, and sustainable cyber controls framework. Key Responsibilities: Project Leadership (Cyber Policy Modernization) Lead the end-to-end execution of the Cyber Policy Modernization project, including policy catalogue refresh, control statement standardization, and alignment with industry best practices and regulatory requirements. Establish and chair the Cybersecurity Policy Steering Committee for governance, oversight, and decision-making throughout the modernization lifecycle. Collaborate with process owners, subject matter experts, and engineering controls teams to identify gaps, baseline existing controls, and implement AI-driven tools for gap analysis and modernization. Oversee the development and mapping of control objectives, control statements, and risk statements to ensure clarity, consistency, and traceability. Drive the integration of continuous control monitoring, metrics, and reporting into the policy lifecycle. Ensure successful transition from project phase to BAU, embedding scalable assurance mechanisms and eliminating redundancies. BAU (Business-as-Usual) Controls Leadership Own and continuously improve the cyber controls framework, maintaining alignment with evolving regulatory, industry, and threat-driven requirements. Lead the ongoing governance, refresh, and publication of cybersecurity policies, standards, and procedures according to the established schedule. Maintain and enhance the Controls Inventory Master and ensure integration with the Controls Hub and enterprise controls taxonomy. Monitor control effectiveness, drive remediation of control gaps, and optimize resource allocation for operational resilience and cost efficiency. Oversee the implementation of measurable, business-focused metrics and dashboards for real-time risk and control management. Foster a culture of continuous improvement, stakeholder engagement, and cross-functional alignment across engineering, risk, and business units. Stakeholder Engagement & Communication Serve as the primary liaison between cybersecurity, engineering controls, enterprise controls, and business stakeholders. Advocate for policy outcomes, monitor implementation, and ensure transparency through regular reporting and communication. Coordinate with audit, regulatory, and risk management teams to ensure defensible, scalable, and compliant security posture. Required Qualifications: Proven experience in cybersecurity policy management, controls modernization, and regulatory alignment (preferably with CRI, NIST, ISO frameworks). Demonstrated leadership in cross-functional project delivery and BAU operations within a complex enterprise environment. Strong understanding of engineering controls, enterprise controls taxonomy, and control inventory management. Experience with AI-driven tools for control gap analysis and policy modernization is a plus. Excellent communication, stakeholder management, and governance skills. Role Evolution: This role begins as the project lead for Cyber Policy Modernization and transitions into the BAU owner for the cyber controls environment, ensuring the sustainability and maturity of the organization's cybersecurity posture. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $116,000 and $246,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President to join our BNY Markets Finance team. This role is located in New York City. In this role, you'll make an impact in the following ways: The Vice President, Financial Planning & Analysis II will play a critical role in driving financial strategy and performance management in support of the Global FX business within Markets. * We are counting on you to lead comprehensive financial planning, forecasting, budgeting, and analysis efforts to support strategic decision-making and operational efficiency. * Perform analysis that support end to end processes within Finance including period closings; performance analysis of forecasted period revenue and expenses against actual results; metrics and scorecard reporting; and trend identification / analysis / monitoring so that management makes informed decisions on business strategy. * You will periodically make updates to short term and long-range forecasts, update methodologies / inputs / assumptions to reflect changes in business strategies and business intelligence in the competitive environment impacting lines of business. * This role conducts trend analysis on financial data and operating performance and assists in developing recommendations on improving efficiency and effectiveness against benchmarks. * We regularly partner with business leaders to provide insightful financial analysis, identify trends, and recommend actionable strategies to enhance profitability and growth. * Help participate in the development of annual operating, capital and strategic plans, compiling and conducting financial information and analysis as needed. * Collaborate cross-functionally to simplify processes, embrace new technologies, and improve financial systems and tools. To be successful in this role, we're seeking the following: * Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or relevant advanced degree preferred. * Minimum 8-10 years of progressive experience in financial planning and analysis, preferably within financial services. * Strong leadership skills with experience managing teams and influencing senior stakeholders. * Expertise in financial modeling, forecasting, budgeting, and variance analysis. * Proficiency with financial systems and data analytics tools. * Excellent communication, problem-solving, and strategic thinking abilities. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $83,000 and $154,500 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

This strategic senior-level position plays a critical role in ensuring the completeness, accuracy, and integrity of the bank's financial books and records. The Lead Analyst will leverage deep subject matter expertise to manage and control data flows within Finance applications, oversee financial transactions for regulatory and legal entity reporting, and drive efforts in general ledger reconciliation, profit attribution, and comprehensive product P&L and balance sheet reporting. This role requires a recognized technical authority with strong commercial awareness, influencing skills, and the ability to operate with significant autonomy, particularly within the specialized area of Treasury's investment portfolio. Responsibilities: Lead and support the management and control of data flows to and within Finance applications, ensuring the integrity and completeness of financial data. Oversee the preparation and recording of financial transactions for legal entity and regulatory reporting purposes, including updating the general ledger and preparing consolidated financial statements. Manage specialized accounting functions, such as equity compensation, securitization, payroll, and investment accounting, with a focus on areas like Investment Securities, Bond, MBS - Mortgage Backed Securities, and UST - US Treasury Notes. Take responsibility for the accurate reporting of accounting Reconciliations on Citi reporting tools and review key controls across multiple processes. Provide daily P&L reporting, conduct E-recon activities, perform price/valuation verification, and execute impairment Analysis for Corporate Treasury's investment portfolio, including fixed-income securities, repos, and foreign currency denominated securities. Analyze trade information to ensure proper reporting of portfolio P&L and balance sheet, and accurately categorize product information for regulatory reporting, including 10Q and 10K filings. Contribute to directional strategy by providing expert advice on the application of financial concepts and procedures, anticipating business impact. Act as a technical expert, advising on significant business and product decisions and resolving complex issues that impact beyond the immediate area. Partner with key stakeholders, including legal entity managers, Country Controllers, Balance Sheet Control Group (BSCG), Global Process Leads (GPL), and Global Process Owners (GPO) across multiple locations, communicating progress and identifying/escalating potential issues. Ensure essential procedures are followed, contribute to defining accounting standards, and partner with audit teams to monitor controls and accuracy of Accounting. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency. Provide ad hoc data and Analysis requests from the Treasury business and senior management. Qualifications: 6-10 years of relevant experience Consistently demonstrates clear and concise written and verbal communication Education: Bachelor's degree/University degree or equivalent experience Master's degree preferred Experience in one or more of the following areas is a plus: Strong accounting knowledge with exposure to the record-to-report process. Experience with investment securities, including fixed income instruments such as U.S. Government bonds, mortgage-backed securities (MBS), and U.S. Treasury notes; familiarity with concepts such as OCI (Other Comprehensive Income) is beneficial. Exposure to Product Control functions, product processors (e.g., GTPL), and valuation methodologies. Familiarity with Bloomberg or other market data services. Advanced desktop skills, including strong proficiency in Microsoft Office-particularly Excel-and the ability to quickly learn new systems. Strong verbal and written communication skills, with the ability to influence and collaborate effectively. Strong analytical skills with the ability to develop and execute effective action plans. Ability to work independently with limited supervision, exercising sound judgment and autonomy. Experience managing or supervising small teams is a plus. Professional certifications or advanced credentials (e.g., CPA, CA, MBA) or equivalent professional experience. ------------------------------------------------------ Job Family Group: Finance ------------------------------------------------------ Job Family: Product Control ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Getzville New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $92,000.00 - $138,000.00 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. ------------------------------------------------------ Most Relevant Skills Accounting Processes and Financial Controls, Assessment, Constructive Debate, Financial Accounting, Financial Reporting, Management Reporting, Policy and Regulation, Portfolio Analysis, Product Knowledge, Risk Management. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 22, 2026 ------------------------------------------------------ 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. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

This strategic senior-level position plays a critical role in ensuring the completeness, accuracy, and integrity of the bank's financial books and records. The Lead Analyst will leverage deep subject matter expertise to manage and control data flows within Finance applications, oversee financial transactions for regulatory and legal entity reporting, and drive efforts in general ledger reconciliation, profit attribution, and comprehensive product P&L and balance sheet reporting. This role requires a recognized technical authority with strong commercial awareness, influencing skills, and the ability to operate with significant autonomy, particularly within the specialized area of Treasury's investment portfolio. **Responsibilities:** + Lead and support the management and control of data flows to and within Finance applications, ensuring the integrity and completeness of financial data. + Oversee the preparation and recording of financial transactions for legal entity and regulatory reporting purposes, including updating the general ledger and preparing consolidated financial statements. + Manage specialized accounting functions, such as equity compensation, securitization, payroll, and investment accounting, with a focus on areas like Investment Securities, Bond, MBS - Mortgage Backed Securities, and UST - US Treasury Notes. + Take responsibility for the accurate reporting of accounting Reconciliations on Citi reporting tools and review key controls across multiple processes. + Provide daily P&L reporting, conduct E-recon activities, perform price/valuation verification, and execute impairment Analysis for Corporate Treasury's investment portfolio, including fixed-income securities, repos, and foreign currency denominated securities. + Analyze trade information to ensure proper reporting of portfolio P&L and balance sheet, and accurately categorize product information for regulatory reporting, including 10Q and 10K filings. + Contribute to directional strategy by providing expert advice on the application of financial concepts and procedures, anticipating business impact. + Act as a technical expert, advising on significant business and product decisions and resolving complex issues that impact beyond the immediate area. + Partner with key stakeholders, including legal entity managers, Country Controllers, Balance Sheet Control Group (BSCG), Global Process Leads (GPL), and Global Process Owners (GPO) across multiple locations, communicating progress and identifying/escalating potential issues. + Ensure essential procedures are followed, contribute to defining accounting standards, and partner with audit teams to monitor controls and accuracy of Accounting. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency. + Provide ad hoc data and Analysis requests from the Treasury business and senior management. **Qualifications:** + 6-10 years of relevant experience + Consistently demonstrates clear and concise written and verbal communication **Education:** + Bachelor's degree/University degree or equivalent experience + Master's degree preferred **Experience in one or more of the following areas is a plus:** + Strong accounting knowledge with exposure to the record-to-report process. + Experience with investment securities, including fixed income instruments such as U.S. Government bonds, mortgage-backed securities (MBS), and U.S. Treasury notes; familiarity with concepts such as OCI (Other Comprehensive Income) is beneficial. + Exposure to Product Control functions, product processors (e.g., GTPL), and valuation methodologies. + Familiarity with Bloomberg or other market data services. + Advanced desktop skills, including strong proficiency in Microsoft Office-particularly Excel-and the ability to quickly learn new systems. + Strong verbal and written communication skills, with the ability to influence and collaborate effectively. + Strong analytical skills with the ability to develop and execute effective action plans. + Ability to work independently with limited supervision, exercising sound judgment and autonomy. + Experience managing or supervising small teams is a plus. + Professional certifications or advanced credentials (e.g., CPA, CA, MBA) or equivalent professional experience. ------------------------------------------------------ **Job Family Group:** Finance ------------------------------------------------------ **Job Family:** Product Control ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Getzville New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $92,000.00 - $138,000.00 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. ------------------------------------------------------ **Most Relevant Skills** Accounting Processes and Financial Controls, Assessment, Constructive Debate, Financial Accounting, Financial Reporting, Management Reporting, Policy and Regulation, Portfolio Analysis, Product Knowledge, Risk Management. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 22, 2026 ------------------------------------------------------ _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._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, Auditor to join our Model Risk Audit Team within Internal. This role is located in New York City In this role, you'll make an impact in the following ways: * Performing high quality, risk-focused audit testing, in accordance with Internal Audit policies, methodologies, and standards in order to identify meaningful issues, risks and other exposures related to model risk in Finance's Corporate Treasury functions, and Risk Management areas focusing on the Enterprise-wide management of Market Risk, Credit Risk, Interest Rate Risk, Liquidity Risk, Financial Crime Compliance, and Artificial Intelligence / Machine Learning. * Tests model development and model validation processes as per the Supervisory Guidance on Model Risk Management and the Bank's Model Risk Management policies, standards, and procedures. * Operates as a team member or independently and has responsibility for specific procedures and results (i.e., head of a project relating to an audit, audit project, or model auditor). Ensures testing (or other tasks as applicable to a specialty) is adequately thorough and accurate to allow an evaluation of the adherence to company policies and procedures, audit methodologies, and all applicable regulations. Identifies existing and emerging risk/ control themes. * Prepare draft audit reports and follow-up of audit actions to ensure corrective actions have been appropriately implemented. * Learns new businesses, processes and regulations. * Work with other audit team members to mentor, guide and collaborate. * Work on projects of great complexity that involves significant understanding of the regulatory requirements, business models and processes for each assignment. * Maintain up to date knowledge of industry best practice and regulatory requirements. * Carry out other ad-hoc tasks and projects as directed by audit senior management. * Represent Internal Audit on projects and at management meetings. * Engages in Continuous Monitoring activities. To be successful in this role, we're seeking the following: * Advanced degree (Masters or PhD) in Math, Statistics, Physics, Economics or other quantitative fields are required (PhD is preferred). * Strong quantitative and analytical background coupled with strong theoretical foundation and good communication skills preferred. * 3+ years working experience in model development, model validation, or model audit in the risk area such as Market Risk, Credit Risk, Interest Rate Risk, Liquidity Risk, Financial Crime Compliance, Artificial Intelligence / Machine Learning, stress testing, and capital planning. * The position requires special skills (eg. mathematical, statistical, quantitative, economic, and business knowledge and modeling experience). * Proficient with programming languages used for model development and validation, such as Matlab, R, C++, Python, etc Additional core skill requirements include understanding of the applied and interpretation of analytics results for Audit, critical thinking and problem solving At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $150,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

VP, Auditor At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of VP, Auditor to join our Internal Audit team. This role is located in New York City, NY. In this role, you will make an impact in the following ways: * Leads or performs audits related to Finance and Regulatory Reporting activities and works as a team member on audit assignments. * Leads risk-focused planning, fieldwork and reporting, in accordance with Internal Audit policies, methodologies, and standards in order to identify meaningful issues, risks and other exposures. * Responsible for ensuring testing (or other tasks as applicable) is adequate and accurate to allow an evaluation of adherence to company policies and procedures, audit methodologies, and all applicable regulations. * Demonstrates skills and understanding of businesses and processes through flowcharting, work papers, analysis, issue identification and discussions with management and auditees. * Identifies inconsistencies within the control environment, regulatory requirements and best practices and able to clearly explain the audit process to clients, as well as any findings or results. * Applies advanced analytical problem-solving skills and leads others in solving complex issues and identifying innovative solutions. To be successful in this role, we're seeking the following: * Bachelor's degree or equivalent combination of education and work experience required. * Degree in Accounting, Finance, or relevant critical thinking specialty such as Management Information Systems, Mathematics preferred. * Relevant Professional Certification (CPA, ACA) preferred. * 5-7 years of total work experience preferred. * Prior experience in Audit or the relevant specialty area preferred. * Additional core skill requirements include understanding of the applied and interpretation of analytics results for Audit, critical thinking and problem solving. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $81,000 and $150,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

The Manager will be responsible for overseeing and executing activities related to the implementation and maintenance of the department's Data Governance Framework. This role ensures a comprehensive and consistent approach to data management within a fast-paced and evolving environment. **Primary Responsibilities:** Serve as a subject matter expert on the Finance/Risk Data Governance Framework: + Revisit existing requirements and develop new ones if needed. + Act as a point of contact for implementation questions from program participants. + Coordinate timelines for framework-related activities. Manage and guide a team of analysts responsible for framework implementation, including: + Leading working sessions to clarify data governance expectations and resolve issues. + Developing examples for various data governance deliverables and reviewing finalized submissions for accuracy and completeness. + Defining and establishing processes for new components of the Finance/Risk Data Governance Framework. + Creating internal trackers and mechanisms to monitor timely and effective completion of activities. + Prepare senior-level presentations on framework achievements, challenges, and status updates as requested. + Act as a point of contact for data-related projects to ensure compliance with data governance expectations. + Monitor emerging risks, industry trends, and changes in bank policies or guidance that may impact framework requirements. + Participate in training and development opportunities across Finance and supported business areas. + Influence and uphold department goals and adhere to department timelines. + Comply with the company's risk and regulatory standards, policies, and controls in alignment with the company's Risk Appetite. Escalate risk-related issues to management as needed. **Supervisory/ Managerial Responsibilities:** May include direct and/or indirect supervisory responsibilities. **Education and Experience Required:** Bachelor's degree and a minimum of 7 years' experience OR Associate's degree and a minimum of 9 years' experience in accounting, auditing, operations or financial institutions Minimum 2 years of leadership experience required Broad and comprehensive understanding of theories and practices in finance and accounting within the commercial banking industry Strong understanding of financial concepts/theory and how it relates to profitability reporting **Education and Experience Preferred:** Previous experience in data governance (preferred). Familiarity with audit methodology or risk management concepts. Advanced degree or professional certification (e.g., CPA, CFA). M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $107,500.00 - $179,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Buffalo, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

The Manager will be responsible for overseeing and executing activities related to the implementation and maintenance of the department's Data Governance Framework. This role ensures a comprehensive and consistent approach to data management within a fast-paced and evolving environment. Primary Responsibilities: Serve as a subject matter expert on the Finance/Risk Data Governance Framework: Revisit existing requirements and develop new ones if needed. Act as a point of contact for implementation questions from program participants. Coordinate timelines for framework-related activities. Manage and guide a team of analysts responsible for framework implementation, including: Leading working sessions to clarify data governance expectations and resolve issues. Developing examples for various data governance deliverables and reviewing finalized submissions for accuracy and completeness. Defining and establishing processes for new components of the Finance/Risk Data Governance Framework. Creating internal trackers and mechanisms to monitor timely and effective completion of activities. Prepare senior-level presentations on framework achievements, challenges, and status updates as requested. Act as a point of contact for data-related projects to ensure compliance with data governance expectations. Monitor emerging risks, industry trends, and changes in bank policies or guidance that may impact framework requirements. Participate in training and development opportunities across Finance and supported business areas. Influence and uphold department goals and adhere to department timelines. Comply with the company's risk and regulatory standards, policies, and controls in alignment with the company's Risk Appetite. Escalate risk-related issues to management as needed. Supervisory/ Managerial Responsibilities: May include direct and/or indirect supervisory responsibilities. Education and Experience Required: Bachelor's degree and a minimum of 7 years' experience OR Associate's degree and a minimum of 9 years' experience in accounting, auditing, operations or financial institutions Minimum 2 years of leadership experience required Broad and comprehensive understanding of theories and practices in finance and accounting within the commercial banking industry Strong understanding of financial concepts/theory and how it relates to profitability reporting Education and Experience Preferred: Previous experience in data governance (preferred). Familiarity with audit methodology or risk management concepts. Advanced degree or professional certification (e.g., CPA, CFA). M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $107,500.00 - $179,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America

Director, Fund / Client Accounting (Private Equity) At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Director to join our Private Equity - Alternative Operations Team. This role is located in New York, NY with the expectation of 4 days in office per week. In this role, you'll make an impact in the following ways: Direct a Fund Accounting area consisting of multiple teams responsible for accounting services including determining net asset values, calculating fund performance, allocating expenses, and preparing reports. Manage financial and human resources for the unit, ensuring teams operate effectively to meet goals and objectives. Execute business plans, contribute to functional strategy development, and set guidelines for NAV determination across various sectors and measurement cycles. Oversee client relationship management, ensuring service levels meet client needs, resolving issues, and participating in sales efforts including RFP and RFI preparation. To be successful in this role, we're seeking the following: Bachelor's degree in accounting or equivalent combination of education and experience. 10+ years of total work experience with at least 3-5 years in management preferred. Proven ability to lead multiple Fund/Client Accounting teams and manage relationships with senior-level auditors and clients. Strong knowledge of GAAP and/or IFRS rules, with experience developing policies to ensure regulatory compliance. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. The base salary for this position is expected to be between $127,000 and $250,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

The Enterprise Strategic Planning Manager will facilitate and lead various aspects of the strategic planning process across the organization. This role is critical in helping develop enterprise strategy and ensuring that business units and functional areas complete their strategic planning process in a timely, effective, and regulatory compliant manner. The candidate will work collaboratively with various stakeholders across the enterprise to develop and update enterprise strategy, align strategic initiatives, manage competitive insights, and support the development of business OKRs. Key Responsibilities * Enterprise strategy development: Lead the process to craft and update strategy at Enterprise level in partnership with the business and support unit leaders. * Strategic Planning Oversight: Facilitate and lead the enterprise strategic planning process, ensuring that all business segments and functional areas complete their strategic plans on schedule. * Risk Management: Collaborate with Risk teams to ensure the strategic planning process includes credible challenge and adheres to regulatory requirements. * Market and Competitive Insights: Analyze market trends and competitive intelligence to inform strategic planning and decision-making processes. * Goal Development and Tracking: Support the formulation of business goals, objectives, and key results (OKRs) to evaluate progress and drive accountability across the organization. * Cross-Functional Collaboration: Foster strong relationships with key stakeholders across the organization to promote transparency and alignment throughout the strategic planning process. * Reporting and Communication: Prepare and present strategic planning reports to senior management, highlighting key insights, progress, and areas of improvement. * Regulatory Interface: Support interactions with various Regulators on continuous monitoring, exam execution, and timely feedback follow up. * Performs other duties as assig Basic Qualifications: * Bachelor's degree in Business Administration, Finance, or a related field. * Minimum 7 years of experience in strategic planning, strategy consulting, or related roles within the financial services industry. Preferred Qualifications: * Strong project management skills with proven experience managing complex strategic planning processes with a strong understanding of risk management frameworks. * Strong analytical skills with the ability to synthesize data and market insights into actionable strategies. * Demonstrated ability to work with ambiguity and apply critical thinking skills to complex problems. * Proficient in financial modeling and analysis, with a solid understanding of financial metrics and business performance indicators. * Excellent communication and presentation skills, with the ability to influence stakeholders at all levels of the organization. * Ability to manage multiple priorities simultaneously and prioritize appropriately Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93000-$189000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

The Balance Sheet Governance Team (BSG) is responsible for oversight of the firm's Balance Sheet Reconciliation and Substantiation Framework and In-business Risk and Controls. The Global Financial Controls Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Excellent communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits' Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. **Responsibilities** : + Contributes to the governance of the balance sheet. + Provides key metric material to stakeholders monthly and quarterly. + Individual analytical work as well as partnership across teams (both BSG and our stakeholders) to identify solutions to business inquiries in a timely manner and own the implementation / execution steps to autonomously drive open issues to completion. + Directs project prioritization, platform direction, and future state planning and strategic direction. + Exposure into various facets of Risk and Finance Processes within Citi; interacting with various levels within the organization. + Performs other duties and functions as assigned **Qualifications:** + 5-8 years of experience in financial services field/Risk and Control field + Excellent management presentation skills (PowerPoint, Project plan and Status reporting, Executive presence) + Excellent project management and organizational skills. + Outstanding relationship building and management skills. + Excellent written and verbal communication skills + Proficient in Microsoft Office with an emphasis on MS Excel and PowerPoint + Self-motivated and detail oriented **Education:** + Bachelor's degree required, certification or Master's degree in relevant field a plus. ------------------------------------------------------ **Job Family Group:** Finance ------------------------------------------------------ **Job Family:** Controllers Governance, Controls & Transformation ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Getzville New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $70,080.00 - $105,120.00 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. ------------------------------------------------------ **Most Relevant Skills** Accounting Processes and Financial Controls, Assessment, Communication, Constructive Debate, Controls Lifecycle, Management Reporting, Program Management, Risk Management, Root Cause Analysis, Stakeholder Management. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 24, 2025 ------------------------------------------------------ _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._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citi's Clean Energy Finance (CEF) team is seeking a candidate to join the origination desk to support its tax equity and tax credit transfer mandates. About CEF CEF has extensive expertise in originating, structuring, and executing financings across various renewable energy & sustainable technologies, including Wind, Solar (Utility Scale PV, Distributed PV, Residential Rooftop PV, CSP and Thermal), Energy Efficiency, and Other Emerging Technologies. The primary responsibility of this role is to support and facilitate the execution of tax equity investments and tax credit transfer transactions, ensuring compliance with regulatory requirements and maximizing client benefit. The role will entail working on new tax equity and tax credit transfer deals for the firm, conducting due diligence, coordinating with internal and external counterparties, and driving execution of transactions. The ideal candidate has relevant knowledge and experience working with renewable energy developers and understands federal tax incentives for renewables development such as PTCs and ITCs. They should possess strong analytical and valuation skills, a thorough understanding of tax equity and tax credit rules and regulations, and excellent communication skills. This position requires great attention to detail and ability to work independently and cohesively within a team and offers client interaction and on the job learning opportunities. Responsibilities: * Conduct detailed financial modeling to evaluate the cash flow profiles of tax equity investments, including tax benefits, projected returns, and risk assessments. * Create and manage databases to collect, organize, and maintain data related to tax equity and tax credit transfer transactions to prepare reports and presentations for internal management to optimize strategy. * Prepare pitch decks, marketing materials, and financial memoranda for internal and external stakeholders, to win client mandates and attract investors to the relevant opportunities. * Collaborate with team members to structure and negotiate tax equity and tax credit transactions, ensuring alignment with client objectives and regulatory requirements. * Work with the portfolio management team to monitor project performance, tax credit generation, and portfolio returns. Explore opportunities to repower and optimize existing portfolio of tax equity projects. * Monitor industry trends, regulatory changes, and market conditions affecting tax equity and tax credits. * Partner closely with CEF transaction execution teams, financial controllers, tax department, Citi Risk Management teams, and legal to ensure compliance with internal policy requirements, during execution and post-funding. Qualifications: * 2-5 years of relevant experience * Bachelor's degree in Finance or closely related areas of Business Administration preferred * Consistently demonstrates clear and concise written and verbal communication skills * Ability to work under pressure in a rapidly changing environment in order to meet deadlines * Ability to work with teams and track business development (collect research, analyze industry trends) * Experience in evaluating financing transactions and structures is a plus * Experience creating financial analyses is preferred * Demonstrates problem solving and organizational skills * Series 79, 7 and 63 licenses Education: * Bachelor's degree/University degree or equivalent experience This job description provides a high-level review * ----------------------------------------------------- Job Family Group: Institutional Banking * ----------------------------------------------------- Job Family: Investment Banking * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: New York New York United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $110,000.00 - $125,000.00 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. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Jun 30, 2025 * ----------------------------------------------------- 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. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Pay Range: $63,925.00 - $85,250.00 Oversees a Tier II or Tier III branch. As a leader of the branch team, is a role model in providing exceptional customer service while promoting and offering bank products and services, as they coincide with customer need. Leads, manages and coaches their branch team to achieve sales objectives. Is responsible for the profitability, growth and successful operation of their branch. Makes outside business calls to cultivate and develop new business. Supports initiatives of other bank business partners. Provides and leads a team to deliver superior quality customer service and a positive banking experience for customers. Education and Experience: * 4 year college degree or equivalent retail, retail banking, or financial services experience * Prior sales management experience required * Business development & outside business sales experience required Skills and Abilities: * Excellent listening & communication skills are necessary. * Organizational, interpersonal and customer relation skills. * Ability to function in a fast paced, ever-changing environment. * Leadership management. * Problem solving/decision making skills. * Proficient PC skills in a Windows environment. Unique Job Characteristics and Requirements: * Travel less than 50% * Driver's License required * Reliable transportation required * NMLS Certification required or ability to obtain upon hire. Tasks Performed: * 40% Builds a motivated and high performing branch team through the effective recruitment, training and development of staff. Conducts annual reviews, establishes individual goals and proposes salary recommendations to Market Manager for approval. Responsible for sales coaching of branch staff and participating in the sales activities and results of the branch in achieving individual and team goals. * 30% Provides services to customers, including but not limited to: opening accounts, taking loan applications and referring customer inquiries to appropriate service partner when necessary. * 10% Represents the bank within the community they are located and plays a leadership role of civic and community organizations. * 5% Maintains integrity and compliance within the branch in accordance with audit and branch operations policies and procedures. * 10% Decisions loans and provides customer complaint resolution exercising sound judgment and decision making within established guidelines. * 5% Other duties as assigned. Physical Requirements: * Communicate effectively with internal and/or external customers * Stationary 50% of time * Move about within or between locations * Bend, Twist, Crouch, Squat * Move Objects to Maximum 20 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: * Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. * Parental Leave: Six weeks of paid leave at 100% of your salary. * Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. * Dental and Vision Coverage: Ensuring your overall health and well-being. * Flexible Spending Accounts: For healthcare and dependent care expenses. * Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. * Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. * Voluntary Benefits: Including hospital, accident, and critical illness coverage. * Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. * Adoption Assistance: Supporting your growing family. * Tuition Reimbursement: Invest in your education and career growth. * Employee Assistance Program (EAP): Access to support and resources. * Pet Insurance: For all your furry friends. * Financial and Banking Services: Various banking services benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: * Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. * Dental and Vision Coverage: Ensuring your overall health and well-being. * Voluntary Benefits: Including hospital, accident, and critical illness coverage. * Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: * Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future * Paid Sick and Safe Leave: For your health and safety. * Employee Assistance Program (EAP): Access to support and resources. * Financial and Banking Services: Various banking services benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.