Vp financial planning and specialist

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 $126,000.00 and $170,000.00. 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 VP with strong communication and analytical skills to join the Financial Planning & Analysis team (FP&A) Forecasting & Analytics team. Among other things, this individual will transform and drive transparency in SMBC Americas Division’s senior management and regulatory reporting on forecasts and actuals. The VP will work with core Finance teams and other key colleagues to enhance the organization’s management reporting, budgeting, and forecasting processes. The individual should be skilled in driver-based planning, forecasting and reporting and financial data analysis to drive actionable insight. This function requires strong communication skills and provides the opportunity to demonstrate thought leadership to senior management.

Scope of responsibility includes driving execution of semi-annual strategic planning and monthly management reporting, quarterly Board and regulatory reporting and ad hoc reporting and analysis for U.S. CFO and other senior stakeholders, and execution of key change related initiatives.

Responsibilities

• Drive key strategic initiatives within the U.S. CFO office in collaboration with cross-functional stakeholders
• Enhance and execute management reporting and provide meaningful analysis insights to inform senior management decision making
• Assess data quality and adapt when transformation and or assumptions are required
• Streamline recurring reporting for greater efficiency and consistency. Develop data visualizations to enhance audience comprehension and leverage industry knowledge to Identify, challenge, and communicate risks and impacts to management team while considering business implications and dependencies
• Analyze data for relevance and accuracy to deliver clear and actionable insights to senior management Collaborate with business stakeholders on scenario analysis and management strategies
• Execute on critical initiatives, as needed, including performing gap assessment, analysis, setting up projects/initiatives to drive results
• Innovate and improve existing processes around management reporting; and build new processes where none exist
  
  

Qualifications And Skills

• Minimum of 7+ years’ experience in financial services industry in Financial Planning & Analysis roles
• Familiarity with consolidation / management reporting platforms (e.g., TM1,Oracle suite,)
• Ability to manage multiple initiatives simultaneously and plan/prioritize appropriately
• Ability to lead and drive initiatives through creative thinking and pragmatism
• Excellent communication skills and the ability to effectively build and manage relationships with cross-functional stakeholders across levels
• Intellectual curiosity – a desire to understand why something works the way it does and what if anything can be done to drive improvement
• Outstanding analytical and problem-solving skills and willingness to improve existing processes
• Strong attention to detail and ability to independently work across functional groups inclusive of front/middle/back-office functions
• Strong verbal and written communication and presentation skills
• Advanced proficiency in Excel and PowerPoint, with strong capability to maintain and troubleshoot complex data consolidation files
• Collaborative and demonstrated ability to manage a team in dynamic environment
• Reporting/process improvements in FP&A leveraging Microsoft’s AI applications is a plus
  
  

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].