Analyst, Financial Planning and Analysis

SMBC; New York (NY); Hybrid; USD 87,000 - 90,000; Full time

Benefits offered by this job

Annual discretionary incentive

Benefits package

Job summary

SMBC seeks an Analyst in Financial Planning and Analysis in New York to act as a strategic partner to Front Office, supporting revenue planning, deal economics, booking assumptions, and performance attribution with risk considerations.

You will lead annual planning, budgeting, and monthly forecasting, developing driver-based financial models and conducting variance and scenario analyses to inform senior leadership decisions. Hybrid work options available.

Qualifications

• Bachelor’s degree in finance, accounting, enterprise risk management, economics or related field; 2 years’ experience.
• Experience in FP&A, enterprise risk management, scenario modeling, and governance.
• Strong Excel-based modeling and data/tech enablement skills.

Responsibilities

• Partner with Front Office to support revenue planning, deal economics, booking assumptions, and performance attribution.
• Lead annual planning, budgeting, and monthly forecasting cycles.
• Develop and maintain driver-based financial models linking pipeline, bookings, revenue recognition, costs, and capacity.
• Perform variance, sensitivity, and scenario analyses to identify drivers.
• Build dashboards and automate processes using Excel, Alteryx, Python, SQL.

Skills

FP&A

Scenario modeling

Excel modeling

Stakeholder management

Governance

Education

Bachelor’s degree in finance or related field

Tools

Alteryx

Python

SQL

Excel

Microsoft AI-enabled apps

Job description

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Analyst, Financial Planning and Analysis

Job Level: Analyst

Location: New York, NY, US, 10172

Employment Type: Full Time

Requisition ID: 8457

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 $87,339.00 and $90,000.00. 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 Objectives

• Act as the primary financial planning and analysis (FP&A) partner to Front Office leadership, supporting revenue planning, deal economics, booking assumptions, and performance attribution. Incorporate risk considerations into Front Office decision-making, including downside scenarios, sensitivity analysis, and stress impacts on revenue, margins, and capital usage.
• Partner with business leaders to evaluate pricing, volume, and structural trade-offs using risk-adjusted metrics (e.g., contribution margin volatility, downside exposure, return variability).
• Support earnings, business reviews, and executive forums with analytically rigorous narratives covering performance, outlook, key risks, and mitigating actions.
• Lead execution of annual planning, budgeting, and monthly forecasting cycles with embedded quantitative forecasting techniques and assumption governance.
• Develop and maintain driver-based financial models linking pipeline, bookings, revenue recognition, cost behavior, and capacity constraints.
• Perform advanced variance analysis, sensitivity analysis, and scenario modeling to identify structural vs. transient performance drivers.
• Define and monitor KPIs and benchmarks across products, segments, and geographies, with explicit linkage to risk exposure and volatility.
• Partner with Risk, Treasury, and Controllers to assess financial risks, model assumptions, and forecast sensitivities across economic and business scenarios. Identify, quantify, and communicate key financial risks, dependencies, and second-order impacts to senior management.
• Support stress testing and downside analyses relevant to Front Office activity, earnings volatility, and balance-sheet implications. Strengthen controls, documentation, and review processes around models, assumptions, and reporting outputs.
• Lead FP&A involvement in the design and enhancement of planning and reporting infrastructure, including data models, consolidation logic, and dashboards.
• Assess data quality and model integrity across booking systems, revenue attribution, and management reporting; drive remediation and transformation initiatives.
• Provide analytical leadership for major system migrations, booking model transitions, and adoption of new planning or risk-aware analytics tools.
• Apply advanced Excel modeling, statistical techniques, and automation to improve forecasting accuracy, scalability, and transparency. Design and implement automation solutions using tools such as Alteryx, Python, SQL, and Microsoft AI-enabled applications to reduce manual effort and error risk. Develop reusable modeling frameworks and standardized analytical templates to support consistent, risk-aware decision-making.
• Enhance reporting efficiency while maintaining strong governance and auditability. Lead and develop FP&A team members, setting high standards for analytical rigor, modeling discipline, and risk awareness.
• Build strong partnerships across Front Office, Risk, Treasury, Controllers, and Technology teams. Serve as a trusted advisor to senior stakeholders, balancing commercial objectives with financial discipline, risk management, and governance.

Hybrid remote work is permitted.

Qualifications and Skills

• Bachelor’s degree in finance, accounting, enterprise risk management, economics or a related field, plus 2 years of experience.
• Experience must include the following: financial planning and analysis (FP&A Expertise); enterprise risk management & scenario modeling; quantitative and analytical modeling (Excel); data and technology enablement; stakeholder management and strategic partnership; and governance and control framework.

The required skills do not need to be maintained over the full term of required experience.

The role is eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

For benefit information, please see the Careers page

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 [e-mail].