Full-Time
Business Reporting Analyst
Multiple Teams
Posted on 8/27/2025
Citizens Financial Group
51-200 employees
Middle-market M&A advisory for strategic transactions
No salary listed
Charlotte, NC, USA
In Person
 Finance & Banking (1) |
|---|
- A four-year college degree with a primary focus on finance, accounting, data analytics or computer science.
- Strong analytical skills including excellent data analysis/optimization skills, and very proficient in Excel.
- Experience creating data visualizations using modern business intelligence (BI) tools (Power BI, Tableau, etc.).
- Experience with coding in VBA, ADO, Java, C#, Microsoft Excel development platform and knowledge of Python and Alteryx preferred.
- Knowledge of database design and structured query languages (SQL) with preference of knowledge of Snowflake.
- Proficient technical problem solving/critical thinking skills.
- Strong communication skills.
- Work with business partners on the collection and presentation utilizing business intelligence and analytics software.
- Collect data from numerous data sources/files/feeds. Initiate automated data upload process while identifying and troubleshooting any arising data issues/problems.
- Query and analyze collected loan level data for the purpose of evaluating financial performance and identifying historic trends.
- Develop and maintain data visualization reports that frame analysis into useful data tables and charts.
- Maintain monthly deal-level portfolio analysis and historical charting reports.
- Provide ad-hoc data analysis and reporting to various banking team members.
- Participate in portfolio strategy meetings and present loan market risks/trend data to portfolio management team.
- Conduct independent data analysis, create models, and build reports on assigned research projects.
- Experience with coding in VBA, ADO, Java, C#, Microsoft Excel development platform and knowledge of Python and Alteryx preferred.
- Familiarity with capital markets, finance, banking, and/or corporate leveraged loan market is a plus.
Citizens M&A Advisory helps middle-market firms, private equity sponsors, and private owners with buy-side and sell-side mergers and acquisitions, plus other strategic deals. It uses sector expertise in technology, healthcare, and digital infrastructure, supported by Citizens Bank’s resources and by strategic hires like DH Capital. The team guides clients through a structured process—from goal setting to identifying targets or buyers, negotiating terms, and closing with bank support. Its approach combines client relationships, sector intelligence, and coordinated advisory across deals to align with clients’ strategic and financial objectives.
Company Size
51-200
Company Stage
IPO
Headquarters
Providence, Rhode Island
Founded
1828
Simplify's Take
What believers are saying
- Matrix Capital Markets Group acquisition enhances middle-market M&A and financial advisory capabilities.
- Closed 6 commercial services transactions through September 2025, showing strong deal flow.
- CEO Bruce Van Saun sees CRE opportunities beyond offices and M&A readiness.
What critics are saying
- Integration failure of 5 boutiques erodes talent and deal execution in 6-12 months.
- KeyBanc and Fifth Third outperform Atlanta and Cleveland offices in middle-market deals.
- High interest rates suppress M&A volumes, hitting sell-side advisory ongoing.
What makes Citizens Financial Group unique
- Citizens M&A Advisory specializes in relationship-driven sell-side and buy-side services for middle-market companies.
- Deep sector expertise in technology, healthcare, and digital infrastructure from DH Capital acquisition.
- Comprehensive services include M&A advisory, valuation, and forensic analysis via Willamette Management.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
Flexible Work Hours
Tuition Reimbursement
Wellness Program
Paid Vacation
Paid Sick Leave
Company News
CareCloud, a healthcare technology and revenue cycle management provider, has secured a $50 million credit facility with Citizens Bank and Provident Bank. Citizens acted as lead arranger and administrative agent on the facility, which closed on 13 April. The company will redeem 100% of its outstanding 8.75% Series B Cumulative Redeemable Perpetual Preferred Stock on 15 May, following a 30-day notice period. The redemption eliminates approximately $3.2 million in annual dividend obligations and replaces higher-cost preferred equity with lower-cost institutional debt. CareCloud generates approximately $30 million in annualised adjusted EBITDA. The transaction simplifies its capital structure and provides non-dilutive capital whilst lowering the cost of capital. All 1,511,372 outstanding preferred shares will be redeemed at the stated redemption price plus accumulated unpaid dividends.
Rocket Lab Corporation (NASDAQ:RKLB) shares declined about 3.5% on Wednesday morning after the company revealed plans for a $1 billion equity distribution program. In a filing with the U.S. Securities and Exchange Commission dated March 17, 2026, the space technology firm said it had signed an equity distribution agreement with a group of financial...
Ladder Capital Corp , a leading, investment grade-rated commercial real estate finance REIT, announced today that it has secured $675 million in new unsecured capital commitments. The capital...
Citizens Financial Group reported fourth-quarter earnings per share of $1.13, up 36% year-over-year, with net interest margin expanding seven basis points sequentially to 3.07%. Net interest income rose 3% quarter-over-quarter, driven by fixed-rate asset repricing and lower funding costs. The bank's private bank posted strong growth, ending the year with $14.5 billion in deposits and contributing $0.28 to full-year EPS. Wealth revenue increased 31% year-over-year to a record quarter, whilst capital markets delivered its third-best quarter ever. For 2026, Citizens guided to net interest income growth of 10–12%, non-interest income up 6–8%, and planned share buybacks of $700–850 million. The company launched its "Reimagine the Bank" initiative, targeting $450 million in run-rate benefits by end-2028.
Citizens Financial Group reported fourth quarter 2025 net income of $528 million, up 32% year-over-year, with earnings per share of $1.13, up 36%. The Providence, Rhode Island-based bank achieved positive operating leverage of 5% in Q4 and returned 80% of capital to shareholders for the full year. The company's Private Bank reached $14.5 billion in year-end deposits, delivering 7% accretion to the bottom line at a 25% return on equity. Fee growth was led by Capital Markets and Wealth divisions, whilst credit costs trended favourably. Citizens' board declared a quarterly dividend of $0.46 per share, payable on 18 February 2026. As of 31 December 2025, the bank held $226.4 billion in assets.