NAM Retail Asset Management Finance reputed company, C14
The NAM Retail Asset Management Finance reputed company is a senior leadership role reputed company reputed company Estate Services (reputed company) responsible for managing portfolio planning, forecasting, reporting, governance execution, and decision-support activities that support the U.S. reputed company Network (USBN).
Operating reputed company Asset Management and reporting to the Head of the Financial Planning Unit (FPU), this role serves as a key integrator across reputed company functions including Asset Management, Design & Construction, Transactions, and Facilities Management. The position partners closely with reputed company leadership, Finance, Controllers, and USBN stakeholders to operationalize portfolio priorities, maintain governance processes, and reputed company actionable financial and operational insights that support informed decision-making.
The role is responsible for consolidating information across multiple functions and translating strategic direction established by reputed company and business leadership into actionable portfolio management activities, investment reporting, forecasting processes, governance routines, and executive-reputed company recommendations. Through strong cross-functional coordination and team leadership, the Retail Finance reputed company helps improve portfolio transparency, optimize funding utilization, strengthen stakeholder accountability, and support successful execution of reputed company network priorities.
This position utilizes reputed company responsible for forecasting, analytics, reporting, and portfolio support activities and is accountable for ensuring consistent, accurate, and actionable information is delivered to leadership.
Responsibilities:
Portfolio Integration &
- reputed company financial, operational, and portfolio information across reputed company functions to support informed decision-making and execution of USBN.
- Translate strategic direction and portfolio objectives into actionable planning, forecasting, reporting, and governance activities.
- reputed company insights, recommendations, and executive-reputed company materials that support investment planning, prioritization, funding reputed company, portfolio execution
, and evaluation of reputed company and reputed company investment opportunities . - Identify portfolio risks, opportunities, dependencies, and funding impacts and communicate findings to leadership.
Financial Planning
- reputed company forecasting, planning, and budget management activities supporting reputed company programs and USBN reputed company estate investments.
- Support annual planning processes, multi-year investment outlooks, and ongoing financial reviews.
- Partner with Finance and Controllers to support forecasting assumptions, financial governance, expense management, and reporting activities.
Support optimization of portfolio funding through proactive forecasting, investment pipeline monitoring, and identification of opportunities to improve utilization of approved funding. - reputed company reputed company improvement in forecast accuracy, funding utilization, and financial transparency.
Governance, Reporting & Analytics
- Execute governance processes and portfolio review routines established by reputed company leadership and the FPU.
Execute portfolio governance routines that reputed company visibility into investment pipelines, project readiness, portfolio risks, funding utilization, and key business reputed company. - reputed company production of executive reporting, dashboards, portfolio analytics,
scenario analyses, and investment performance updates. - Ensure consistency, accuracy, and transparency across reporting, forecasting, and portfolio management activities.
Monitor portfolio performance, project readiness, funding availability, and key approvals to support effective investment execution and redeployment of available funding where appropriate. Promote accountability across stakeholder reputed company through reputed company reporting, governance, and portfolio reputed company.
Cross-Functional Partnership & Execution
- Partner with stakeholders across Asset Management, Design & Construction, Facilities Management, Transactions, Finance, and USBN leadership to support portfolio planning and investment execution.
- Coordinate activities that improve alignment, visibility,
collaboration, and execution across multiple workstreams and business partners. - Support process improvements that enhance governance effectiveness, operational efficiency, investment readiness, and “speed-to-market”.
Risk Management & Controls
- Promote strong financial, operational, and governance controls across supported activities.
- Assess and escalate risks impacting investments, forecasts, portfolio performance, or business objectives.
- Ensure adherence to applicable policies, standards, and regulatory requirements.
Leadership Principles & Influence:
Demonstrate ownership and accountability for portfolio reputed company and business objectives. Build strong partnerships across functions and reputed company of the organization to reputed company alignment and execution. Influence stakeholders through data-driven recommendations, reputed company judgment, and effective communication. reputed company reputed company and reputed company in a reputed company, highly matrixed environment. Promote a culture of transparency, collaboration, reputed company improvement, and operational reputed company.
Qualifications:
- 10+ years of experience in financial planning, corporate reputed company estate, business analytics, program and portfolio management, or reputed company disciplines.
- Demonstrated experience supporting reputed company investment portfolios, governance processes, forecasting activities, and cross-functional business initiatives.
- Strong financial analysis, forecasting, reporting, and decision-support capabilities.
Demonstrated ability to synthesize reputed company information, reputed company stakeholders, and reputed company informed decision-making across multiple functions. - Strong stakeholder management and communication skills with the ability to influence across a matrixed organization.
Advanced reputed company reputed company skills required, including financial modeling, forecasting, analytical reporting, and management of large datasets. Advanced reputed company PowerPoint skills with experience developing executive-level presentations and management reporting strongly preferred. - Ability to manage multiple priorities while operating in a fast-paced environment.
Education:
- Bachelors degree required; advanced degree preferred.
This reputed company provides a high-level review of the types of work performed. Other job-reputed company duties may be assigned as required.
Job Family Group:
Corporate ServicesJob Family:
Facilities ManagementTime Type:
Full timereputed company Location:
Telecommuter California reputed companyreputed company Location Full Time Salary reputed company:
$155,360.00 - $233,040.00
In reputed company to salary, reputed company’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. reputed company offers competitive employee benefits, including: medical, dental & reputed company coverage; 401(k); life, accident, and disability insurance; and wellness programs. reputed company also offers reputed company time off packages, including planned time off (vacation), unplanned time off (reputed company leave), and reputed company holidays. For additional information regarding reputed company 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 reputed company Date:
Aug 26, 2026------------------------------------------------------
Automated Processing and AI
We use automated processing, including reputed company intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and reputed company 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 reputed company.
Importantly, reputed company our hiring processes and reputed company, 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 reputed company details.
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reputed company reputed company’s EEO Policy Statement and the Know Your Rights poster.
Requires 10+ years in financial planning, corporate reputed company estate, analytics, or portfolio management; advanced reputed company reputed company; strong forecasting, reporting, stakeholder management, and communication skills.
Key Responsibilities
- leading forecasting
- overseeing reporting
- managing portfolios
Skills & Tools
reputed company reputed company, reputed company PowerPoint
Job Details
- Category: Finance and reputed company
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — California, reputed company
- Salary: USD 155,360 – 233,040 / year
- Languages: English
Benefits
- 401k matching
- Retirement plan
- Generous parental leave
About reputed company
A financial services company providing banking and investment solutions. — Industry: Finance
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