Finance Analyst

Citizens • Westwood, MA • 14h ago

Description

In this role at Citizens, you'll experience new things, create new opportunities, think beyond your role, and make an impact. We are seeking a Finance Analyst to join the Mortgage Finance team responsible for forecasting and reporting of expenses and key metrics. As the Finance Analyst, you will provide financial analytics, reporting, and budgetary awareness using various financial systems, data information systems, and scheduling systems to key business leaders. You will work collaboratively with other financial staff in a team environment and support initiatives that will improve financial processes. Additionally, you will be a key player in providing insight and recommendations to key business leaders to ensure the business line is staying within budget forecasts and general targets.

Primary responsibilities include

Develop monthly financial reports, annual budget, and monthly forecasts. Provide transparent reporting, highlighting significant assumptions, opportunities and risks. Distill conclusions into succinct, impactful analysis and commentary appropriate for executive management.

Provide insight and make recommendations to ensure the business line stays within forecasts.

Evaluate financial projections in light of environment, historical performance, initiatives and external market expectations. Preparation and coordination of monthly variance analysis during month end closing process. Research and analysis of variances to determine underlying business reasons.

Identify process improvements, including management/organization of metric data, creation of standard and ad hoc reports and automation of routine tasks.

Monitor and analyze financial performance, identifying trends and variances.

Conduct ad-hoc analyses to support strategic business decisions.

Collaborate with cross-functional teams to provide financial insights and recommendations.

Qualifications, Education, Certifications and/or Other Professional Credentials

Bachelor's degree in Finance, Accounting or related field

2-4 years of experience in financial analysis role

Proficiency in financial modeling and analysis tools (e.g., Excel, SQL).

Detailed oriented with strong organizational and analytical skills.

Excellent communication and presentation skills.

Ability to work independently and as part of a team.

Essbase and Oracle experience preferred.

Hours & Work Schedule

Hours per Week: 40

Work Schedule: M-F

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

06/07/2025

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