Director - M&A / Cross Investment Banking

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Job Overview

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

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Job Family Group:

Finance

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Job Family:

Finance Management

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Time Type:

Full time

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Primary Location:

New York New York United States

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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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Oct 31, 2025

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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.

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