Senior Financial Planning and Analysis Manager

1 day ago


New York, New York, United States Sumitomo Mitsui Financial Group, Inc. Full time
Job Title: Senior Financial Planning and Analysis Manager

Join the Finance and Strategic Planning Department, Americas Division, at Sumitomo Mitsui Financial Group, Inc. as a Senior Financial Planning and Analysis Manager. This role provides support to senior management and other business stakeholders for the FP&A Team, focusing on process automation, system integration, architecture design, and automation for financial analysis and planning purposes.

Key Responsibilities:
  • Provide system integration solution for management and regulatory reporting.
  • Architect and develop a strategic architecture framework for enhancing and streamlining our daily, monthly, quarterly, and yearly reporting processes.
  • Establish data and process architecture to support end-to-end reporting processes and key points of data integration across management reporting, financial reporting, and client reporting.
  • Automate current management reporting through R, Python, VBA, or Power BI.
  • Define and establish processes and governance standards to ensure data quality, consistency, and accuracy.
  • Identify and leverage regulatory reporting platform to build more integrated financial resource management reporting, including ROE, NIM, PPNR, etc.
  • Deliver frequent reporting at the aggregate regional level and granular business level to enable business management.
  • Collaborate to develop forecasting processes to enable entity, business, and regional views of both local and global financial resource consumption and constraints.
Requirements:
  • 5+ years of working experience in financial industry in Finance, Risk, or Technology departments.
  • Strong conceptual knowledge of Business Intelligence, data and process architecture to support end-to-end reporting processes and key points of data integration across management reporting, financial reporting, and client reporting.
  • Strong organizational, oral, and written communication skills, with ability to communicate effectively with all levels of support and business partners.
  • Working experience on financial reporting, business analysis, data analysis, and/or project management is preferred.
  • Working knowledge of financial services industry (finance, banking, accounting, and business management, etc.).
  • Drive process efficiencies through automation and delivery of data pipelines to enable self-service reporting and analytics.
  • Proficient level of programming skills in Python, SQL Scripts, VBA, and/or R.
  • Proficiency with Word, Excel, PowerPoint, along with ability to quickly learn new programs and applications.
  • Hands-on experience on System Integration with Oracle Database, Tableau, and Power BI, etc.
  • Undergraduate degree in Finance, Accounting, Mathematics, Statistics, Computer Science, or related fields. MBA/CFA/FRM or other professional qualification highly preferred.
Additional Requirements:

Responsible for fostering a culture of diversity and inclusion, holding leaders accountable for creating an inclusive environment through awareness and practice of equity in recruiting, developing, and promoting diverse talent.

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.

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.

SMBC provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application process, please let us know.



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