National Black MBA Association
Finance Accounting Lead - Markets Reporting Head and CGMHI CFO
National Black MBA Association, Getzville, New York, United States, 14068
Overview
The Finance Accounting Lead Group Manager is a C-16 level leadership role that manages multiple teams of senior professionals through other senior managers. This role consolidates the Markets Segment Reporting team, the CGMI team, and the CGMHI / CGMI Legal entity management team under unified leadership. The position includes the (CGMHI) CFO responsibilities and oversight of US Broker Dealer legal entity controller activity. The Markets business accounts for over 95% of the US Broker Dealer balance sheet, necessitating strong collaboration across these teams to strengthen controls and standardize processes over time. Responsibilities
Financial & Regulatory Reporting: Lead the preparation of Earnings, Supplement, 10K/Q for Markets, and US Broker Dealers, including standalone financial statements for broker-dealer legal entities.
Governance: Oversee and manage governance processes for CGMI and CGMHI.
Daily Regulatory Reporting: Manage daily regulatory reporting for CGMI.
Audit & Committee Management: Prepare materials for external audits, the Board, and Audit Committees.
Revenue & Expense Reporting: Oversee daily, monthly, and quarterly revenue and expense reporting for Markets.
Balance Sheet Governance: Manage daily balance sheet reporting and governance for Markets.
Close Process: Own the monthly and quarterly close governance process for Markets.
Strategy and Control: Direct and control the strategy and execution of CGMHI / CGMI activities within a major Infrastructure area, partnering with relevant areas to improve efficiency, effectiveness, productivity, and/or control.
Data Integrity: Manage data flows to and within Finance applications to ensure data integrity, including preparing and recording financial transactions for legal vehicle and regulatory reporting, updating the general ledger, and preparing consolidated statements.
Stakeholder Management: Represent the company in dealings with clients and external bodies (senior Regulators and auditors); partner with the CEO and business heads to execute the relevant legal entity strategy.
Team Leadership: Manage 70+ staff through a team of senior managers.
Risk Management: Assess risk in business decisions, uphold Citi's reputation, safeguard clients and assets, ensure compliance with laws and regulations, apply ethical judgment, and escalate control issues with transparency.
Qualifications
Experience: 15+ years of relevant experience, including 10+ years in a strategic professional capacity within a finance function.
Managerial Experience: 10+ years of full management experience leading large, global teams in fast-moving environments.
Industry Experience: Broad Finance function experience, preferably in a Markets environment within CFO / Controller roles for large US Broker Dealers.
Knowledge and Skills
Technical Knowledge: Strong understanding of US GAAP, US regulatory and SEC Regulatory Reporting; ability to apply controls to ensure accurate reporting.
PCAOB / AICPA: Knowledge of relevant practice and requirements.
Business Acumen: Deep understanding of Markets Business drivers, revenues, and expenses for Markets and US Broker Dealer entities.
Communication Skills: Highly developed ability to influence senior internal and external stakeholders, including regulators and auditors.
Education
Required: Bachelor's/University degree
Preferred: CPA qualification or master's degree
Regulatory Requirement: US Broker dealer regulatory qualifications are advantageous
The successful candidate will become the CGMI CFO and will be required to study and pass the Financial and Operations Principal (Series 27) certification exams.
------------------------------------------------------ Job Family Group:
Finance ------------------------------------------------------ Job Family:
Financial Accounting ------------------------------------------------------ Time Type:
Full time ------------------------------------------------------ Primary Location:
Getzville, New York, United States ------------------------------------------------------ Primary Location Full Time Salary Range:
$250,000.00 - $500,000.00 In addition to salary, Citi’s offerings may include discretionary and formulaic incentive and retention awards. Citi offers competitive benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off includes vacation, sick leave, and holidays. For more information, visit citibenefits.com. Availability 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, see above or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date:
Oct 17, 2025 ------------------------------------------------------ Citi is an equal opportunity employer. Qualified candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, 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 or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr
The Finance Accounting Lead Group Manager is a C-16 level leadership role that manages multiple teams of senior professionals through other senior managers. This role consolidates the Markets Segment Reporting team, the CGMI team, and the CGMHI / CGMI Legal entity management team under unified leadership. The position includes the (CGMHI) CFO responsibilities and oversight of US Broker Dealer legal entity controller activity. The Markets business accounts for over 95% of the US Broker Dealer balance sheet, necessitating strong collaboration across these teams to strengthen controls and standardize processes over time. Responsibilities
Financial & Regulatory Reporting: Lead the preparation of Earnings, Supplement, 10K/Q for Markets, and US Broker Dealers, including standalone financial statements for broker-dealer legal entities.
Governance: Oversee and manage governance processes for CGMI and CGMHI.
Daily Regulatory Reporting: Manage daily regulatory reporting for CGMI.
Audit & Committee Management: Prepare materials for external audits, the Board, and Audit Committees.
Revenue & Expense Reporting: Oversee daily, monthly, and quarterly revenue and expense reporting for Markets.
Balance Sheet Governance: Manage daily balance sheet reporting and governance for Markets.
Close Process: Own the monthly and quarterly close governance process for Markets.
Strategy and Control: Direct and control the strategy and execution of CGMHI / CGMI activities within a major Infrastructure area, partnering with relevant areas to improve efficiency, effectiveness, productivity, and/or control.
Data Integrity: Manage data flows to and within Finance applications to ensure data integrity, including preparing and recording financial transactions for legal vehicle and regulatory reporting, updating the general ledger, and preparing consolidated statements.
Stakeholder Management: Represent the company in dealings with clients and external bodies (senior Regulators and auditors); partner with the CEO and business heads to execute the relevant legal entity strategy.
Team Leadership: Manage 70+ staff through a team of senior managers.
Risk Management: Assess risk in business decisions, uphold Citi's reputation, safeguard clients and assets, ensure compliance with laws and regulations, apply ethical judgment, and escalate control issues with transparency.
Qualifications
Experience: 15+ years of relevant experience, including 10+ years in a strategic professional capacity within a finance function.
Managerial Experience: 10+ years of full management experience leading large, global teams in fast-moving environments.
Industry Experience: Broad Finance function experience, preferably in a Markets environment within CFO / Controller roles for large US Broker Dealers.
Knowledge and Skills
Technical Knowledge: Strong understanding of US GAAP, US regulatory and SEC Regulatory Reporting; ability to apply controls to ensure accurate reporting.
PCAOB / AICPA: Knowledge of relevant practice and requirements.
Business Acumen: Deep understanding of Markets Business drivers, revenues, and expenses for Markets and US Broker Dealer entities.
Communication Skills: Highly developed ability to influence senior internal and external stakeholders, including regulators and auditors.
Education
Required: Bachelor's/University degree
Preferred: CPA qualification or master's degree
Regulatory Requirement: US Broker dealer regulatory qualifications are advantageous
The successful candidate will become the CGMI CFO and will be required to study and pass the Financial and Operations Principal (Series 27) certification exams.
------------------------------------------------------ Job Family Group:
Finance ------------------------------------------------------ Job Family:
Financial Accounting ------------------------------------------------------ Time Type:
Full time ------------------------------------------------------ Primary Location:
Getzville, New York, United States ------------------------------------------------------ Primary Location Full Time Salary Range:
$250,000.00 - $500,000.00 In addition to salary, Citi’s offerings may include discretionary and formulaic incentive and retention awards. Citi offers competitive benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off includes vacation, sick leave, and holidays. For more information, visit citibenefits.com. Availability 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, see above or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date:
Oct 17, 2025 ------------------------------------------------------ Citi is an equal opportunity employer. Qualified candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, 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 or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr