Citigroup Inc
Investment Banking Overview
Citi Investment Banking (IB) provides advisory, debt and equity capital markets solutions for corporations, governments, and financial institutions in countries around the globe. IB aspires to be the global bank of choice for its institutional clients, delivering on its full suite of products and services. The main products and services that support the Investment Banking segment includes: Origination & Underwriting on both Debt and Equity issuances, Strategic Advisory, and Valuation services.
Position Overview
The Investment Banking (IB) Finance Director is a senior finance leadership position responsible for providing strategic leadership, oversight, and decision support across multiple business areas. The Director will support the IB Lead Finance Officer (LFO). The Director will partner with and act as a trusted advisor to the M&A business head, Banking Business Execution head, lead all cross IB initiatives, and will be a part of the Investment Banking finance leadership team. The candidate will manage resources that provide LFO support, engage and lead the relationships with business partners through execution of key priorities, providing thoughtful challenge and insightful analysis.
The LFO team plays a key role in the day-to-day financial management of the business. The team has ownership of the overall budget and plan, is accountable for business review insights, will partner across the firm to ensure a deep understanding of financial investments, resource management, strategic activities driving growth while balancing efficiency, the execution of the business strategy, and achievement of the target operating model.
Key Responsibilities
Partner with and act as a trusted advisor to business partners for all strategic and tactical financial business decisions
Engage and drive the relationship with business partners through strategic leadership, execution of key priorities, thoughtful challenge, and insightful analysis
Lead the strategy, execution and implementation of finance specific programs, projects and/or exercises
Formulate the overall budget and forecast planning, through engagement with business and other partners; ensure financial targets are met, provide insightful input into drivers needed for dynamic decision making
Accountable for business reviews, QBRs, metrics and reporting, in partnership with other key business contacts, ensuring both the financial and strategic story aligns with overall business strategy
Responsible for oversight and approval of changes to an approved plan or outlook for day-to-day execution and strategic efforts
Drive and have accountability for reviewing investment strategies, having a deep understanding of business cases, fully understanding the proposed work and being able to articulate the outcomes and benefits of the investments
Define and monitor KPIs to drive accountability
Drive opportunities and the execution of optimization and efficiencies
Provide strategy for driving change within the team inclusive of transformation efforts, e. g., process efficiency, standardization, etc.
Drive risk & control agenda including data accuracy and timeliness of financial reporting and metrics; identify, assess, and escalate risks
Partner with Risk and Compliance to maintain a strong control environment
Lead, mentor, and develop a team of finance professionals
Qualifications
The ideal candidate will have a minimum of 10-15 years of experience in Finance or related fields, with experience interacting with and influencing senior managers, leading, and managing C-level leaders
Proven track record of building strong relationships with senior executives
Experience within financial services
Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
Exceptional analytical skills, combined with an ability to deliver analysis in a concise manner
Strong leadership skills and ability to manage cross-functional teams
Excellent communication skills (written / verbal)
Results/task orientated with excellent attention to detail
Ability to manage and prioritize effectively and resolve conflicting priorities
Experience in business/corporate strategy is a plus
Bachelor's degree required; MBA preferred
Job Family Group:
Finance
Job Family:
Finance Management
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
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 31, 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .
View Citi's EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Citi Investment Banking (IB) provides advisory, debt and equity capital markets solutions for corporations, governments, and financial institutions in countries around the globe. IB aspires to be the global bank of choice for its institutional clients, delivering on its full suite of products and services. The main products and services that support the Investment Banking segment includes: Origination & Underwriting on both Debt and Equity issuances, Strategic Advisory, and Valuation services.
Position Overview
The Investment Banking (IB) Finance Director is a senior finance leadership position responsible for providing strategic leadership, oversight, and decision support across multiple business areas. The Director will support the IB Lead Finance Officer (LFO). The Director will partner with and act as a trusted advisor to the M&A business head, Banking Business Execution head, lead all cross IB initiatives, and will be a part of the Investment Banking finance leadership team. The candidate will manage resources that provide LFO support, engage and lead the relationships with business partners through execution of key priorities, providing thoughtful challenge and insightful analysis.
The LFO team plays a key role in the day-to-day financial management of the business. The team has ownership of the overall budget and plan, is accountable for business review insights, will partner across the firm to ensure a deep understanding of financial investments, resource management, strategic activities driving growth while balancing efficiency, the execution of the business strategy, and achievement of the target operating model.
Key Responsibilities
Partner with and act as a trusted advisor to business partners for all strategic and tactical financial business decisions
Engage and drive the relationship with business partners through strategic leadership, execution of key priorities, thoughtful challenge, and insightful analysis
Lead the strategy, execution and implementation of finance specific programs, projects and/or exercises
Formulate the overall budget and forecast planning, through engagement with business and other partners; ensure financial targets are met, provide insightful input into drivers needed for dynamic decision making
Accountable for business reviews, QBRs, metrics and reporting, in partnership with other key business contacts, ensuring both the financial and strategic story aligns with overall business strategy
Responsible for oversight and approval of changes to an approved plan or outlook for day-to-day execution and strategic efforts
Drive and have accountability for reviewing investment strategies, having a deep understanding of business cases, fully understanding the proposed work and being able to articulate the outcomes and benefits of the investments
Define and monitor KPIs to drive accountability
Drive opportunities and the execution of optimization and efficiencies
Provide strategy for driving change within the team inclusive of transformation efforts, e. g., process efficiency, standardization, etc.
Drive risk & control agenda including data accuracy and timeliness of financial reporting and metrics; identify, assess, and escalate risks
Partner with Risk and Compliance to maintain a strong control environment
Lead, mentor, and develop a team of finance professionals
Qualifications
The ideal candidate will have a minimum of 10-15 years of experience in Finance or related fields, with experience interacting with and influencing senior managers, leading, and managing C-level leaders
Proven track record of building strong relationships with senior executives
Experience within financial services
Experience providing financial analysis for monthly forecasts, strategic multi-year forecasts, and annual budgets
Exceptional analytical skills, combined with an ability to deliver analysis in a concise manner
Strong leadership skills and ability to manage cross-functional teams
Excellent communication skills (written / verbal)
Results/task orientated with excellent attention to detail
Ability to manage and prioritize effectively and resolve conflicting priorities
Experience in business/corporate strategy is a plus
Bachelor's degree required; MBA preferred
Job Family Group:
Finance
Job Family:
Finance Management
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
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 31, 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .
View Citi's EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.