Finance Planning Manager jobs at NBT Bancorp Incorporated

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.

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.

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 03, 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.

Enterprise Financial Control is a group within the Controllers Organization reporting directly to the Citi Chief Accounting Officer and Controller. This group is responsible for ensuring the accuracy, integrity and timeliness of the Firm's books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across the entire lifecycle of various asset classes. This role will report directly to the Enterprise Financial Controller. The Segment Financial Controller will lead a team of subject matter experts for their segment, focused on ensuring items are booked in the general ledger with best-in-class controls. The team will be responsible for their Segment's balance sheet and income statement integrity and partner with their Segment Controller teams on adjustments or reconciliation issues. In addition, they will partner with the Asset Class Controller teams on balance sheet reconciliation and substantiation activities for their respective Segment. Current roles are available for the following business segments: Markets and Corporate Treasury Services Responsibilities: Responsible for ensuring the accuracy, integrity and timeliness of the Segments books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across their Segment. Oversee the accounting treatment of activity in the Financial Statements Responsible for adjustments and reconciliation of financial results to the general ledger. Responsible for understanding the logic and aggregation of data related to their Segment. Responsible for the sub-weekly reconciliation of the reporting models to the statement of record Attestation to the reporting models as data contributors through to report production Drive and deliver strategic improvements in the reconciliation and reporting processes across their Segment. Serve as a key point of contact for stakeholders regarding financial matters for their Segment. Identify and mitigate financial risks through effective internal controls. Oversee the implementation and maintenance of accounting systems and technologies for the respective Segment. Qualifications: 10+ years relevant experience including managing teams. Advanced level of accounting knowledge and experience with banking products. Strong leadership and management skills. Sound judgment to make decisions based on thoughtful and balanced analysis of highly complex issues. Sense of urgency in implementing processes and controls and evaluating priorities; decisive, action-oriented and practical. Ability to align cross functional teams and resources to drive overall strategy. Demonstrated ability to manage multiple priorities under demanding time frames Flexibility to meet changing work requirements and strict deadlines. Outstanding presentation, communication, interpersonal and coaching skills. Ability to work across different levels of management and support functions. Ability to develop effective and productive working relationships with a wide range of groups across Citi as well as external auditors and regulators. Strong strategic thinking skills. Digital savvy Education: Bachelors/University degree, Master's degree/CFA/CPA preferred, managerial experience. ------------------------------------------------------ Job Family Group: Finance ------------------------------------------------------ Job Family: Financial Accounting ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $170 000,00 - $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 Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: ene 01, 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.

Enterprise Financial Control is a group within the Controllers Organization reporting into the Citi Chief Accounting Officer and Controller. This group is responsible for ensuring the accuracy, integrity and timeliness of the Firm's books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across the entire lifecycle of various asset classes. To accomplish this, they partner with Segment Controller and Segment Financial Controller teams. The Asset Class Controller lead will report directly to the Enterprise Financial Controller. The Asset Class Controller will lead a team of subject matter experts for their asset class, focused on ensuring items are booked in the ledger with best-in-class controls. The team will be responsible for the firm`s balance sheet reconciliation and substantiation activities, data transfer and reconciliation from Risk systems to Finance data authority, including sub-weekly reconciliation of the reporting models to the statement of record, understanding the logic and aggregation for data related to the asset class, attestation to the reporting models as data contributors through to report production for their asset class. Current roles are available for the following asset classes: Wholesale Loans Wholesale Deposits Trading Assets/Liabilities and Investments (AFS/HTM) Responsibilities: Responsible for ensuring the accuracy, integrity and timeliness of the Firm's books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across the entire lifecycle of various asset classes. Responsible for reconciliation and substantiation activities of their asset class Responsible for Data transfer and reconciliation from Risk systems to Finance data authority (e.g., GL, Genesis, MDRMs etc.) Responsible for understanding the logic and aggregation of data related to their asset classes. Responsible for the sub-weekly reconciliation of the reporting models to the statement of record Owns daily netting engines where applicable (FIN39/41, CUSIP), and interaction with legal. Monthly substantiation of the ledger back to the statement of record via the subledger Attestation to the reporting models as data contributors through to report production Oversee the accounting treatment of activity in the Financial Statements Drive and deliver strategic improvements in the reporting processes across their asset class. Serve as a key point of contact for stakeholders regarding financial matters for the asset class. Identify and mitigate financial risks through effective internal controls. Oversee the implementation and maintenance of accounting systems and technologies for the respective asset classes. Qualifications: 10+ years relevant experience including managing teams. Advanced level of accounting knowledge and experience with banking products. Strong leadership and management skills. Sound judgment to make decisions based on thoughtful and balanced analysis of highly complex issues. Sense of urgency in implementing processes and controls and evaluating priorities; decisive, action-oriented and practical. Ability to align cross functional teams and resources to drive overall strategy. Demonstrated ability to manage multiple priorities under demanding time frames Flexibility to meet changing work requirements and strict deadlines. Outstanding presentation, communication, interpersonal and coaching skills. Ability to work across different levels of management and support functions. Ability to develop effective and productive working relationships with a wide range of groups across Citi as well as external auditors and regulators. Strong strategic thinking skills. Digital savvy Education: Bachelors/University degree, Master's degree/CFA/CPA preferred, managerial experience. ------------------------------------------------------ Job Family Group: Finance ------------------------------------------------------ Job Family: Financial Accounting ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $170 000,00 - $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 Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: ene 01, 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.

Enterprise Financial Control is a group within the Controllers Organization reporting into the Citi Chief Accounting Officer and Controller. This group is responsible for ensuring the accuracy, integrity and timeliness of the Firm's books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across the entire lifecycle of various asset classes. To accomplish this, they partner with Segment Controller and Segment Financial Controller teams. The Asset Class Controller lead will report directly to the Enterprise Financial Controller. The Asset Class Controller will lead a team of subject matter experts for their asset class, focused on ensuring items are booked in the ledger with best-in-class controls. The team will be responsible for the firm`s balance sheet reconciliation and substantiation activities, data transfer and reconciliation from Risk systems to Finance data authority, including sub-weekly reconciliation of the reporting models to the statement of record, understanding the logic and aggregation for data related to the asset class, attestation to the reporting models as data contributors through to report production for their asset class. Current roles are available for the following asset classes: * Wholesale Loans * Wholesale Deposits * Trading Assets/Liabilities and Investments (AFS/HTM) Responsibilities: * Responsible for ensuring the accuracy, integrity and timeliness of the Firm's books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across the entire lifecycle of various asset classes. * Responsible for reconciliation and substantiation activities of their asset class * Responsible for Data transfer and reconciliation from Risk systems to Finance data authority (e.g., GL, Genesis, MDRMs etc.) * Responsible for understanding the logic and aggregation of data related to their asset classes. * Responsible for the sub-weekly reconciliation of the reporting models to the statement of record * Owns daily netting engines where applicable (FIN39/41, CUSIP), and interaction with legal. * Monthly substantiation of the ledger back to the statement of record via the subledger * Attestation to the reporting models as data contributors through to report production * Oversee the accounting treatment of activity in the Financial Statements * Drive and deliver strategic improvements in the reporting processes across their asset class. * Serve as a key point of contact for stakeholders regarding financial matters for the asset class. * Identify and mitigate financial risks through effective internal controls. * Oversee the implementation and maintenance of accounting systems and technologies for the respective asset classes. Qualifications: * 10+ years relevant experience including managing teams. * Advanced level of accounting knowledge and experience with banking products. * Strong leadership and management skills. * Sound judgment to make decisions based on thoughtful and balanced analysis of highly complex issues. * Sense of urgency in implementing processes and controls and evaluating priorities; decisive, action-oriented and practical. * Ability to align cross functional teams and resources to drive overall strategy. * Demonstrated ability to manage multiple priorities under demanding time frames * Flexibility to meet changing work requirements and strict deadlines. * Outstanding presentation, communication, interpersonal and coaching skills. Ability to work across different levels of management and support functions. * Ability to develop effective and productive working relationships with a wide range of groups across Citi as well as external auditors and regulators. * Strong strategic thinking skills. * Digital savvy Education: * Bachelors/University degree, Master's degree/CFA/CPA preferred, managerial experience. * ----------------------------------------------------- Job Family Group: Finance * ----------------------------------------------------- Job Family: Financial Accounting * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: New York New York United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $170 000,00 - $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 Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: ene 01, 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.

Enterprise Financial Control is a group within the Controllers Organization reporting directly to the Citi Chief Accounting Officer and Controller. This group is responsible for ensuring the accuracy, integrity and timeliness of the Firm's books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across the entire lifecycle of various asset classes. This role will report directly to the Enterprise Financial Controller. The Segment Financial Controller will lead a team of subject matter experts for their segment, focused on ensuring items are booked in the general ledger with best-in-class controls. The team will be responsible for their Segment's balance sheet and income statement integrity and partner with their Segment Controller teams on adjustments or reconciliation issues. In addition, they will partner with the Asset Class Controller teams on balance sheet reconciliation and substantiation activities for their respective Segment. Current roles are available for the following business segments: * Markets and Corporate Treasury * Services Responsibilities: * Responsible for ensuring the accuracy, integrity and timeliness of the Segments books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across their Segment. * Oversee the accounting treatment of activity in the Financial Statements * Responsible for adjustments and reconciliation of financial results to the general ledger. * Responsible for understanding the logic and aggregation of data related to their Segment. * Responsible for the sub-weekly reconciliation of the reporting models to the statement of record * Attestation to the reporting models as data contributors through to report production * Drive and deliver strategic improvements in the reconciliation and reporting processes across their Segment. * Serve as a key point of contact for stakeholders regarding financial matters for their Segment. * Identify and mitigate financial risks through effective internal controls. * Oversee the implementation and maintenance of accounting systems and technologies for the respective Segment. Qualifications: * 10+ years relevant experience including managing teams. * Advanced level of accounting knowledge and experience with banking products. * Strong leadership and management skills. * Sound judgment to make decisions based on thoughtful and balanced analysis of highly complex issues. * Sense of urgency in implementing processes and controls and evaluating priorities; decisive, action-oriented and practical. * Ability to align cross functional teams and resources to drive overall strategy. * Demonstrated ability to manage multiple priorities under demanding time frames * Flexibility to meet changing work requirements and strict deadlines. * Outstanding presentation, communication, interpersonal and coaching skills. Ability to work across different levels of management and support functions. * Ability to develop effective and productive working relationships with a wide range of groups across Citi as well as external auditors and regulators. * Strong strategic thinking skills. * Digital savvy Education: * Bachelors/University degree, Master's degree/CFA/CPA preferred, managerial experience. * ----------------------------------------------------- Job Family Group: Finance * ----------------------------------------------------- Job Family: Financial Accounting * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: New York New York United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $170 000,00 - $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 Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: ene 01, 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.

Enterprise Financial Control is a group within the Controllers Organization reporting into the Citi Chief Accounting Officer and Controller. This group is responsible for ensuring the accuracy, integrity and timeliness of the Firm's books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across the entire lifecycle of various asset classes. To accomplish this, they partner with Segment Controller and Segment Financial Controller teams. The Asset Class Controller lead will report directly to the Enterprise Financial Controller. The Asset Class Controller will lead a team of subject matter experts for their asset class, focused on ensuring items are booked in the ledger with best-in-class controls. The team will be responsible for the firm`s balance sheet reconciliation and substantiation activities, data transfer and reconciliation from Risk systems to Finance data authority, including sub-weekly reconciliation of the reporting models to the statement of record, understanding the logic and aggregation for data related to the asset class, attestation to the reporting models as data contributors through to report production for their asset class. Current roles are available for the following asset classes: + Wholesale Loans + Wholesale Deposits + Trading Assets/Liabilities and Investments (AFS/HTM) **Responsibilities:** + Responsible for ensuring the accuracy, integrity and timeliness of the Firm's books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across the entire lifecycle of various asset classes. + Responsible for reconciliation and substantiation activities of their asset class + Responsible for Data transfer and reconciliation from Risk systems to Finance data authority (e.g., GL, Genesis, MDRMs etc.) + Responsible for understanding the logic and aggregation of data related to their asset classes. + Responsible for the sub-weekly reconciliation of the reporting models to the statement of record + Owns daily netting engines where applicable (FIN39/41, CUSIP), and interaction with legal. + Monthly substantiation of the ledger back to the statement of record via the subledger + Attestation to the reporting models as data contributors through to report production + Oversee the accounting treatment of activity in the Financial Statements + Drive and deliver strategic improvements in the reporting processes across their asset class. + Serve as a key point of contact for stakeholders regarding financial matters for the asset class. + Identify and mitigate financial risks through effective internal controls. + Oversee the implementation and maintenance of accounting systems and technologies for the respective asset classes. **Qualifications:** + 10+ years relevant experience including managing teams. + Advanced level of accounting knowledge and experience with banking products. + Strong leadership and management skills. + Sound judgment to make decisions based on thoughtful and balanced analysis of highly complex issues. + Sense of urgency in implementing processes and controls and evaluating priorities; decisive, action-oriented and practical. + Ability to align cross functional teams and resources to drive overall strategy. + Demonstrated ability to manage multiple priorities under demanding time frames + Flexibility to meet changing work requirements and strict deadlines. + Outstanding presentation, communication, interpersonal and coaching skills. Ability to work across different levels of management and support functions. + Ability to develop effective and productive working relationships with a wide range of groups across Citi as well as external auditors and regulators. + Strong strategic thinking skills. + Digital savvy **Education:** + Bachelors/University degree, Master's degree/CFA/CPA preferred, managerial experience. ------------------------------------------------------ **Job Family Group:** Finance ------------------------------------------------------ **Job Family:** Financial Accounting ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** New York New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $170 000,00 - $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** Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** ene 01, 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.

Enterprise Financial Control is a group within the Controllers Organization reporting directly to the Citi Chief Accounting Officer and Controller. This group is responsible for ensuring the accuracy, integrity and timeliness of the Firm's books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across the entire lifecycle of various asset classes. This role will report directly to the Enterprise Financial Controller. The Segment Financial Controller will lead a team of subject matter experts for their segment, focused on ensuring items are booked in the general ledger with best-in-class controls. The team will be responsible for their Segment's balance sheet and income statement integrity and partner with their Segment Controller teams on adjustments or reconciliation issues. In addition, they will partner with the Asset Class Controller teams on balance sheet reconciliation and substantiation activities for their respective Segment. Current roles are available for the following business segments: + Markets and Corporate Treasury + Services **Responsibilities:** + Responsible for ensuring the accuracy, integrity and timeliness of the Segments books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across their Segment. + Oversee the accounting treatment of activity in the Financial Statements + Responsible for adjustments and reconciliation of financial results to the general ledger. + Responsible for understanding the logic and aggregation of data related to their Segment. + Responsible for the sub-weekly reconciliation of the reporting models to the statement of record + Attestation to the reporting models as data contributors through to report production + Drive and deliver strategic improvements in the reconciliation and reporting processes across their Segment. + Serve as a key point of contact for stakeholders regarding financial matters for their Segment. + Identify and mitigate financial risks through effective internal controls. + Oversee the implementation and maintenance of accounting systems and technologies for the respective Segment. **Qualifications:** + 10+ years relevant experience including managing teams. + Advanced level of accounting knowledge and experience with banking products. + Strong leadership and management skills. + Sound judgment to make decisions based on thoughtful and balanced analysis of highly complex issues. + Sense of urgency in implementing processes and controls and evaluating priorities; decisive, action-oriented and practical. + Ability to align cross functional teams and resources to drive overall strategy. + Demonstrated ability to manage multiple priorities under demanding time frames + Flexibility to meet changing work requirements and strict deadlines. + Outstanding presentation, communication, interpersonal and coaching skills. Ability to work across different levels of management and support functions. + Ability to develop effective and productive working relationships with a wide range of groups across Citi as well as external auditors and regulators. + Strong strategic thinking skills. + Digital savvy **Education:** + Bachelors/University degree, Master's degree/CFA/CPA preferred, managerial experience. ------------------------------------------------------ **Job Family Group:** Finance ------------------------------------------------------ **Job Family:** Financial Accounting ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** New York New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $170 000,00 - $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** Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** ene 01, 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.

This role will play a critical part within the Service Modernization Project Responsible for providing the strategic direction and management of the planning, development and implementation of various projects and initiatives in support of department or division. Typically will manage the most complex, critical and highly visible projects at both the division and/or bank-wide level. Primary Responsibilities: Manage the development and production of high-complexity departmental reports and spreadsheets to include but not limited to project or product strategy analysis, historical reporting, work flow analysis, and financial analysis. Perform highly complex analysis and judgment based work over a standard discipline or a range of disciplines to support business decisions. Perform highly complex data review, research, and/or reconciliation. Interpret results and present findings to make or influence strategic decisions within the department or division. Demonstrate a thorough and expert understanding of the business and its functions, processes and operations. Keep abreast of business and market trends that may affect the business/department. Take a lead role in setting policy or developing and overseeing the implementation of procedures or controls related to compliance requirements within the overall business processes. Define and participate in the achievement of short and long-term business objectives. May oversee budget, P&L and other business reporting. Analyze variances and report to leadership. Make recommendations on variances and methods to increase efficiency, lower costs, etc. Implement recommendations upon management approval. Take a lead role in supporting departmental audits including user recerts, compliance testing. Manage and facilitate the planning, testing, and implementation of new projects, systems, products and regulatory changes impacting the department. Act as lead for departmental system support, coordinating with internal business partners, vendors and technology to address issues for the department. Functional system expertise through Division up to the Bank. Provides coaching, direction and leadership to team members in order to achieve business results. Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. 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. Supervisory/ Managerial Responsibilities: Will manage a team of 5 or more direct reports Experience and Education Required: Bachelor's degree and a minimum of 7 years related business line experience, OR in lieu of a degree, A combined minimum of 11 years higher education and/or work experience. A minimum of 2 years of leadership/supervisory experience M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $100,611.94 - $167,686.57 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

Controller, Real Estate Funds (Vice President) 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 Controller to join our alternative operations team. This role is located in New York or Lake Mary Florida (4days in the office per week). In this role, you'll make an impact in the following ways: Direct multiple Fund Accounting teams responsible for conducting accounting services on behalf of a broad array of assigned clients including determining net asset values, calculating fund performance, allocating expenses, and preparing reports. Manage financial and human resources for the unit, ensuring assigned teams operate effectively to meet unit goals and objectives. Oversee processes and resource allocation in determining the net asset value (NAV) for assigned funds in multiple sectors for each measurement cycle. Manage relationships with a broad set of clients, resolving unique escalated issues related to fund calculations and accounting. Direct and prioritize processes that verify completeness and accuracy of disclosure in financial statements. Provide guidance to teams to ensure accounting records comply with departmental policies and procedures, resolving complex escalated issues. Evaluate GAAP and/or IFRS rules to determine the impact of new regulations on BNY Mellon fund accounting practices and develop strategies for implementation. Implement and assist in setting guidelines, policies, and priorities for drafting financial reports for clients to review fund performance, communicating complex accounting intricacies. Recruit, direct, motivate, and develop staff to maximize individual contributions, professional growth, and effective teamwork. Oversee relationships with auditors and clients to update financial reports ensuring accurate depiction of fund performance. Manage multiple Fund/Client Accounting teams primarily through subordinate managers and contribute to achieving multiple team objectives. To be successful in this role, we're seeking the following: • Bachelor's degree in accounting or the equivalent combination of education and experience • Minimum 10 years of of commercial real estate fund accounting and financial statement preparation/review leadership experience • Knowledge of GAAP, Investment Company, IFRS, and SEC rules applicable to commercial real estate investment funds • Ability to effectively lead collaborative teams, where team members may be located in different cities or countries • Working knowledge of joint venture waterfalls and partnership structures, including investor allocation • REIT experience • Yardi/Investran/WDesk experience preferred 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 $102,000 and $190,000 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. Same Posting Description for Internal and External Candidates

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 SOX & Controls team. This role is located in New York, NY. In this role, you'll make an impact in the following ways: * Support the Group Manager in the execution of the SOX testing program by taking ownership of assigned reviews and delivering the following key activities: * Coordinating closely with our Business Partners and external auditors. * Conducting control narrative refreshes * Coordinating and leading Process walkthroughs with our Business Partners * Testing the design and operational effectiveness for key controls * Produce high quality work papers to clearly document testing performed, results and conclusions. * Effective team player - taking a leading role on special projects and ad-hoc activities. * Provide guidance and support to junior members of the team and the S&C wider team. * Identify opportunities to leverage information technology systems and automation in a practical and value-add way. * Evaluate potential financial impact of control deficiencies and coordinate with control owners on remediation plans including following through to ensure corrective actions are achieved within agreed timescales. * Establish strong working relationships with stakeholders across all levels and departments of the organization. * Serve as a trusted liaison for control owners, as well as for our internal and external auditors. To be successful in this role, we're seeking the following: * Bachelor's Degree is required. * Minimum of 8 years of experience in SOX testing, Internal Audit, Public Accounting Audit or a combination of private and public accounting (preferred but not required). * Certified Public Accountant (CPA) or Chartered Accountant (CA) certification is preferred. 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 $179,000 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 SOX & Controls team. This role is located in New York, NY. In this role, you'll make an impact in the following ways: Support the Group Manager in the execution of the SOX testing program by taking ownership of assigned reviews and delivering the following key activities: Coordinating closely with our Business Partners and external auditors. Conducting control narrative refreshes Coordinating and leading Process walkthroughs with our Business Partners Testing the design and operational effectiveness for key controls Produce high quality work papers to clearly document testing performed, results and conclusions. Effective team player - taking a leading role on special projects and ad-hoc activities. Provide guidance and support to junior members of the team and the S&C wider team. Identify opportunities to leverage information technology systems and automation in a practical and value-add way. Evaluate potential financial impact of control deficiencies and coordinate with control owners on remediation plans including following through to ensure corrective actions are achieved within agreed timescales. Establish strong working relationships with stakeholders across all levels and departments of the organization. Serve as a trusted liaison for control owners, as well as for our internal and external auditors. To be successful in this role, we're seeking the following: Bachelor's Degree is required. Minimum of 8 years of experience in SOX testing, Internal Audit, Public Accounting Audit or a combination of private and public accounting (preferred but not required). Certified Public Accountant (CPA) or Chartered Accountant (CA) certification is preferred. 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 $179,000 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 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 Vice President, Compliance & Control to join our Financial Crimes Compliance AML Surveillance Transaction Monitoring team. This role is located in Lake Mary, FL or Pittsburgh, PA. In this role, you'll make an impact in the following ways: Contribute to projects and program tasks intended to improve compliance and enhance the control environment With minimal guidance, contribute to assessments of the effectiveness of controls that help ensure ongoing compliance with key laws, regulations and policies affecting BNY businesses Offer subject matter expertise in the field of transaction monitoring while continuing to gain experience preparing risk based reviews of existing and emerging regulatory requirements, concerning issues and control gaps Contribute to the preparation of time sensitive reporting and appropriately escalate issues Perform quality control reviews and/or conduct transaction based investigations Work comfortably with large data and inputs while investigating for evidence of suspicious activity Contribute to the achievement of team objectives To be successful in this role, we're seeking the following: Bachelors' degree or the equivalent combination of education and experience is required 6 - 9 years of total work experience preferred, experience in Anti-Money Laundering (AML) Transaction Monitoring desired Subject matter expertise in financial crimes investigations involving digital assets, correspondent banking, institutional custody, and/or private wealth Financial Services, Audit, or Compliance background and/or experience with financial services compliance and/or experience with the assigned products, services or business lines/areas and the pertaining laws, regulations, and rules of relevant regulators preferred 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.

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.

The Global Leveraged Finance Underwriting Team ("LFU") within Institutional Credit Management ("ICM") is seeking Analysts to join the team. The Analysts will work with the team's Underwriters to lead a best-in-class Leveraged Lending In-Business Credit organization with the primary goal of materially enhancing Citi's end-to-end Leveraged Lending credit management process. This will be achieved through a strong partnership with Banking, Capital Markets and Risk. LFU Analysts will be actively involved in Citi's credit approval and origination process for leveraged finance transactions, assisting clients in raising funds in the capital markets, as well as providing ongoing credit monitoring support for Citi's Leveraged Finance Portfolio of client relationships. Our Underwriters have a comprehensive understanding of the wide range of complex financial issues facing our clients and can provide Analysts the opportunity to develop a sound foundation of credit skills. Combined with an appreciation of the broad set of services offered by Citi, this understanding allows us to effectively deliver innovative solutions to our clients, as well as properly manage the credit exposure within global Citi's Leveraged Lending Portfolio. **Analyst Role and Responsibilities:** + Provide analytical support to Underwriters across LFU's core functions: (1) Leveraged Finance transaction origination and credit approval; (2) periodic credit monitoring; (3) portfolio management and reporting, limits and early problem recognition; (4) global leveraged lending related projects and strategic initiatives + Evaluate and gain a strong understanding of clients' business model, financial performance and key credit drivers across various industries, through both due diligence process as part of transactions and ongoing credit monitoring responsibilities + Build and analyze models used for valuation and to forecast the client's operating and financial performance and be able to articulate assumptions and analysis to Underwriters and Risk Managers + Coordinate with the LFU Mumbai team to perform periodic written reviews of the clients' financial and operating performance, covenant compliance, management/relationship strategy, and competitive position within its peer group + Work in conjunction with Underwriters to assess appropriateness of credit extension transactions (leveraged buyouts, incremental debt raise or refinancing), secure approval for and assist in executing transactions on behalf of clients + Collaborate with our product partners in Capital Markets, Investment Banking, Corporate Banking and Risk, in addition to Legal counsel (both internal and external) to develop the ability to understand the deal structures and to ensure they are properly documented and approved as per the Citi WCR Standards & Procedures + Analyze underlying business rationale/strategy for deals that are conducted through creating both Business and portfolio reviews for Senior Management on the global risks for the portfolio as well as to highlight key trends in the market. + Research and develop robust understanding of the fundamentals of the key industry trends and risk issues and develop the ability to succinctly convey his/her thoughts and opinions to the Risk Managers and Bankers + Responsible for monitoring news and events pertaining to Citi's leveraged lending clients as well as providing regular updates to Bankers. **Qualifications:** + Credit Underwriting: Financial Services experience including 2-3 years of credit experience in banking or credit management. + .Team player with strong work ethic who also works well with others at all levels. + Strong writing, analytical, quantitative, communication, and presentation skills. + Working knowledge of Microsoft Word, Excel, and PowerPoint. + Ability to break down large amounts of data into concise, easy to understand formats. + Ability to quickly and accurately find information upon a Banker / Manager's request + Ability to take on demanding responsibilities and work independently, effectively manage deadlines and juggle multiple tasks at once **Education:** + Bachelor's degree in Mathematics, Science, Finance/Economics, Risk Management or a related field required. ------------------------------------------------------ **Job Family Group:** Risk Management ------------------------------------------------------ **Job Family:** Credit Risk ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** New York New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $86,330.00 - $120,470.00 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** Analytical Thinking, Constructive Debate, Escalation Management, Financial Analysis, Policy and Procedure, Policy and Regulation, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment. ------------------------------------------------------ **Other Relevant Skills** Credible Challenge, Data Analysis, Laws and Regulations, Management Reporting, Referral and Escalation, Risk Remediation. ------------------------------------------------------ **Anticipated Posting Close Date:** Nov 06, 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.

Pay Range: $62,373.00 - $83,112.00 Supports multiple business lines within the Commercial organization by providing complex planning, forecasting, reporting and financial analysis support under the guidance of the Business Services Manager. Provides highly specialized financial consulting and analytical support by providing profitability analysis and reporting, identifying emerging trends, measurement of key performance metrics and success factors, line of business and region financial target setting and measurement and evaluation of key initiatives. Supervises a Commercial Banking Financial Analyst who performs similar duties of a less complex nature. Education and Experience: * Bachelor's degree in Finance or Accounting or equivalent education and experience * Master's Degree in Finance preferred * Five to seven years financial services industry experience Experience with management reporting and financial modeling Skills and Abilities: * Excellent financial analysis skills * Strong understanding of data warehouse concepts * Demonstrated ability to work in cross functional teams * General knowledge of banking * Ability to successfully execute on multiple projects with minimal guidance * Ability to draw appropriate conclusions from large amounts of data * Strong organizational and presentation skills * High degree of proficiency in Microsoft Office software, advanced Excel skills required * Requires self-motivation and a high degree of self-confidence to interact with business line heads and senior management Tasks Performed: * 30% Develop, maintain, and produce financial models as needed to support strategic initiatives in Commercial lines of business. * 25% Analyze overall commercial and account level data to explain trends and variance from plan/forecast. Articulate findings in a method suitable for senior management level presentation. * 20% Regularly collaborate with business line managers and others to provide profitability reports and analysis of profitability, and to understand key drivers. * 10% Maintains and analyzes incentive plans including developing metrics and ensures components are driving results. * 10% Supervise Commercial Banking Financial Analyst. * 5% Other duties as assigned. Physical Requirements: * Communicate effectively with internal and/or external customers * Stationary 75% of time or greater * Move Objects to Maximum 10 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. * Financial and Banking Services: Various 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. * 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 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.