Retail Asset Management Finance Lead

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🏄 California – Remote

🏄 California – Remote

💵 $155.4k - $233k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Citi

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1812

🏦 Banking

💸 Finance

💳 Fintech

💰 Post-IPO Equity on 2018-05

Banking • Finance • Fintech

Citi is a global financial services company that provides a wide range of banking, financial, and investment services to consumers, corporations, governments, and institutions. With a strong presence in over 100 countries, Citi offers services including consumer banking, credit cards, and wealth management, as well as corporate and investment banking services that cater to the diverse needs of its clients.

📋 Description

• Manage portfolio planning, forecasting, reporting, governance execution, and decision-support activities supporting the U.S. Branch Network • Integrate financial, operational, and portfolio information across Real Estate Services functions • Translate strategic direction and portfolio objectives into actionable planning, forecasting, reporting, and governance activities • Develop insights, recommendations, and executive-ready materials for investment planning, prioritization, funding decisions, portfolio execution, and investment evaluation • Identify portfolio risks, opportunities, dependencies, and funding impacts and communicate findings to leadership • Lead forecasting, planning, and budget management for RES programs and USBN real estate investments • Support annual planning, multi-year investment outlooks, financial reviews, forecasting assumptions, expense management, and reporting • Optimize portfolio funding through forecasting, investment pipeline monitoring, and funding-utilization improvements • Execute portfolio governance processes and review routines • Oversee executive reporting, dashboards, portfolio analytics, scenario analyses, and investment performance updates • Monitor portfolio performance, project readiness, funding availability, and key approvals • Promote accountability through structured reporting, governance, and portfolio oversight • Partner with Asset Management, Design & Construction, Facilities Management, Transactions, Finance, Controllers, and USBN leadership • Drive process improvements in governance effectiveness, operational efficiency, investment readiness, and speed-to-market • Promote financial, operational, and governance controls; assess and escalate risks • Lead and coordinate a team responsible for forecasting, analytics, reporting, and portfolio support

🎯 Requirements

• 10+ years of experience in financial planning, corporate real estate, business analytics, program and portfolio management, or related disciplines • Demonstrated experience supporting complex investment portfolios, governance processes, forecasting activities, and cross-functional business initiatives • Strong financial analysis, forecasting, reporting, and decision-support capabilities • Ability to synthesize complex information, align stakeholders, and drive informed decision-making across multiple functions • Strong stakeholder management and communication skills with the ability to influence across a matrixed organization • Advanced Microsoft Excel skills required, including financial modeling, forecasting, analytical reporting, and management of large datasets • Advanced Microsoft PowerPoint skills with experience developing executive-level presentations and management reporting strongly preferred • Ability to manage multiple priorities in a fast-paced environment • Bachelor's degree required; advanced degree preferred

🏖️ Benefits

• Medical, dental & vision coverage • 401(k) • Life, accident, and disability insurance • Wellness programs • Paid vacation/planned time off • Paid sick leave/unplanned time off • Paid holidays • Discretionary and formulaic incentive and retention awards for eligible employees