Anaplan Associate, Data Modeler

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

The anticipated salary range for this role is between $80,000.00 and $120,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Role Description

Overview

We are seeking an experienced Finance Associate with strong communication and analytical skills to join SMBC Americas Division’s Financial Planning & Analysis (FP&A) Expense Management team. The Associate will work with core Finance teams (Controllers, Tax etc.) and other key colleagues (HR, Technology, Risk, Compliance, Business Management etc.) and will support Anaplan implementation as well as maintenance after go-live. Additional responsibilities will include supporting management reporting and budgeting, and forecasting processes for expenses and headcount. Experience in expense management and headcount governance is ideal. The individual should be skilled in presentation development, financial data analysis and scenario modelling to drive actionable insight. The Associate will be responsible for supporting key initiatives including annual expense budgeting cycle, monthly forecasting and ad-hoc analysis for the U.S. CFO and other senior stakeholders and independently managing production of standard management reports and presentations.

Responsibilities

• Play an integral role in Anaplan model development and support
• Support annual planning and monthly actuals and forecasting processes, working with core Finance teams and cross-functional stakeholders.
• Develop monthly management reporting for expenses and headcount for various stakeholders
• Identify, challenge and communicate risks and impacts to team while considering business implications and dependencies.
• Support key stakeholders in the enhancement of headcount and expense management processes.
• Support the execution of key initiatives including performing gap assessment, critical analysis and set up projects/initiatives to drive results.
• Work with stakeholders and management to identify and execute on opportunities for process improvements.
• Support team’s end-to-end delivery of key mandates.
• Develop constructive relationships within and outside the team, including communication of key messages and updates to relevant stakeholders in a timely manner and managing stakeholders expectations and determining actions to improve FP&A services, as necessary.
• Develop constructive relationships within and outside the team, including communication of key messages and updates to relevant stakeholders in a timely manner and managing stakeholders expectations and determining actions to improve FP&A services, as necessary.

Qualifications and Skills

• 3+ years experience in FP&A roles, ideally in financial services or related industries.
• Self-starter with a strong sense of initiative and ability to execute and deliver high-quality results with minimal supervision.
• Experience with supporting change and reporting transformation efforts.
• Background in reporting and analysis and related modeling experiences.
• Strong verbal and written communication and presentation skills. Proficiency with Word, Excel, PowerPoint, Power BI, Tableau (along with ability to quickly learn new programs and applications)
• Anaplan model building experience
• Strong attention to detail and ability to independently with limited supervision.
• Collaborative and demonstrated ability to work with a team in dynamic environment.
• Ability to effectively build and manage relationships with team members and colleagues

SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at [email protected].