Financial Reporting Assistant Vice President
Most applications go out cold — see where you stand first. No sign-up to start.
Don't just apply. Show up ready.
Olive works from this exact posting — no sign-up to start.
At a glance
Requirements
Credentials this posting asks for.
Job overview
Citi is hiring a Financial Reporting Assistant Vice President. The Financial Reporting Assistant Vice President at Citi supervises a team preparing monthly, semi‑annual and annual mutual fund reports, serves as primary client contact, manages financial statement preparation and SEC filings, leads audit processes, and drives process improvements while training staff and overseeing projects.
Key focus areas include Supervise team preparation of monthly, semi‑annual and annual mutual fund reports, Act as primary contact for internal and external client inquiries, and Manage preparation of financial statements and review SEC filings.
Important skills include Team Leadership, Financial Statements, Audit Process Tools, Mutual Fund, Financial Market, and Process Improvements.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
Sr. Financial Administration Analyst, Assistant Vice-President
Job Summary
Financial Reporting Assistant Vice President helps supervise a team’s preparation of monthly, semi-annual and annual reports for mutual funds in accordance with GAAP and SEC requirements. AVPs:
- Are the primary contact for clients; respond proactively to internal and external client inquiries
- Manage the preparation of financial statements and review SEC filings
- Are the primary owner of the annual audit process
- Demonstrate a solid understanding of mutual funds and financial markets
- Lead training sessions to increase the team’s knowledge
- Identify and/or implement process improvements to reduce risk and improve efficiency
- Oversee client reporting
- Manage various projects
- Participate in committees and other department initiatives
Qualifications
Job Specifications:
- Bachelor’s Degree in Accounting, Finance, or business-related area or equivalent work experience
- 5-7 years accounting or reporting experience in the registered investment company or financial services industry
- Prior team lead or supervisory experience preferred
- Advanced experience working with Microsoft Office applications required, especially Excel
Ability to demonstrate the following attributes consistently well:
- Excellent time management and communication skills
- Oversee daily work completion in compliance with internal controls and procedures necessary to ensure quality products
- Proactively balance team resources and workflow requirements
- Willingness to work outside of normal work hours when necessarily, especially during peak financial reporting cycles
- Conduct monthly coaching/feedback sessions with Analysts
- Escalate issues timely and appropriately to senior management
- Oversee projects effectively
- Motivated to continuous self-improvement
- Ability to promote a positive working environment and influence others to embody the Citi Culture
Job Family Group: Operations - Transaction Services ------------------------------------------------------
Job Family: Fund Accounting ------------------------------------------------------
Time Type: Full time ------------------------------------------------------
Primary Location: Columbus Ohio United States ------------------------------------------------------
Primary Location Full Time Salary Range: $81,600.00 - $122,400.00 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: Aug 21, 2026 ------------------------------------------------------
Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
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 .
View Citi’s EEO Policy Statement and the Know Your Rights poster.
You've read the whole posting — now see how you match it.