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Finance Sr Manager - Mortgage FP&A

Finance and Accounting

Glen Allen, Virginia; Massachusetts; Texas; Virginia; Remote


You’re made ready to continue a fulfilling career with exciting new challenges and opportunities to stretch yourself. In the role of the Finance Senior Manager, you will play a critical role in ensuring the financial integrity of the business through sound fundamental practices. You will be responsible for influencing all areas of Mortgage financial and management reporting, planning and analysis. In this role, you’ll experience new things, create new opportunities, think beyond your role and make an impact. To support your team, you will develop talent, drive strategic business initiatives, and review financial forecasts, variance reports, and industry drivers as part of the planning process. You will serve as a strategic business partner for leaders, leading strategic initiatives and supporting cross functional teams with high visibility and impact. Ideally, you are fully knowledgeable on the day-to-day activities of a product or process and can provide assistance on complex business issues. More importantly, while in this role you’ll feel valued for who you are and supported to achieve what’s important to you, personally and professionally!

Primary responsibilities include:

  • Generate a comprehensive view of the business financials and identify risks and opportunities to business targets
  • Conduct financial modeling and scenario analysis to inform projections and reporting
  • Direct and aggregate financial plans and forecasts to provide a cohesive forecast
  • Coordinate responses to revenue and expense challenges for Consumer Bank consolidation
  • Identify gaps in reporting and planning processes and implement resolutions
  • Support Mortgage business decisions with ad hoc analyses

Additionally, you will help shape Mortgage strategy through:

  • Support pricing and profitability framework – aligning future P&L with current originations
  • Coordinate with functional departments to identify long-term strategy and optimize performance
  • Support business strategic direction and acquisition/divestiture decisions
  • Support and mentor talent in finance
  • Drive process improvement and simplification across the team

Qualifications, Certifications and/or Other Professional Credentials

  • 7-10 years experience in Bank FP&A, with at least 2 years in mortgage
  • Expert skills in Excel, PowerPoint, and Oracle Essbase. SQL or other database querying experience preferred.
  • Ability to operate in a multi-dimensional, matrix organization.
  • Ability to demonstrate an understanding of the big picture, while working through the operational details required to construct a forecast / budget and complete the monthly close.
  • Working knowledge of Hyperion Essbase, Oracle Financials, Ariba and Apptio a plus.
  • Detailed oriented, diligent with strong organizational and analytical skills.
  • Strong interpersonal skills for effective interaction with business partners.
  • Demonstrated ability to work independently.
  • Experience in process improvement and documentation a plus.
  • Exceptional organizational skills with the ability to manage multiple competing priorities while consistently meeting deadlines.
  • Effective written, verbal communication  and presentation skills.
  • A proactive, action-oriented approach to problem solving.


  • Undergraduate degree in Finance, Accounting, Economics, Business Management or related field required
  • MBA / CFA a plus 

Pay Transparency 

The salary range for this position is $114,640- $171,960 per year. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.   

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit

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

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.


We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

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Awards We've Received


FORTUNE’s World’s Most Admired Companies


Human Rights Campaign Corporate Equality Index 100 Award


Military Friendly® Employer


Age-Friendly Institute's Certified Age-Friendly Employer


Bloomberg Gender Equality Index, Standout


Dave Thomas Foundation’s Best Adoption-Friendly Workplace


Top Regional Company for Diversity


Forbes America's Best Large Employers


National Organization on Disability's Leading Disability Employer