Budget Management

SMBC; North Carolina; Hybride; USD 140 000 - 210 000; Plein temps

Avantages offerts par ce poste

Hybrid work model

Résumé du poste

SMBC Group in the Americas seeks a driven Vice President to join the Office of the CRO in the Americas Division Risk. You will oversee budget governance, financial planning, and expense oversight for a 500+ staff function in a hybrid Charlotte, NC setting.

You will partner with Finance and Head Office, deliver forecasts, provide senior management insights, and help shape risk budgeting initiatives. The role blends strategic budgeting with execution support and requires strong analytical and

Qualifications

• Bachelor's degree in Finance, Business Administration, Accounting or related field.
• Minimum of 7 years of relevant experience, including budget management.
• Strong analytical and data analysis and reporting capabilities.
• Highly organized with excellent written and verbal communication across all levels.
• Proficiency in Word, Excel, and PowerPoint; ability to learn new systems quickly.
• Japanese language skills preferred, but not required.

Responsabilités

• Budget Planning: consolidate budget requirements and develop annual/multi-year plans.
• Expense Management: track actuals, perform variance analysis, ensure policy adherence.
• Reporting & Senior Management Support: brief CRO and senior stakeholders with insights.
• Budget Governance & Process Improvement: strengthen governance, automate and improve reporting.
• Strategic Planning & Executive Support: assist with annual planning and executive materials.

Connaissances

Budget management

Financial analysis

Data analysis

Written & verbal communication

Organizational skills

Microsoft Excel

PowerPoint

Microsoft Word

Formation

Bachelor's degree in Finance, Business Administration, Accounting

Outils

Microsoft Excel

PowerPoint

Microsoft Word

Description du poste

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.

Role Description

We are seeking a driven, detail-oriented Vice President with a strong sense of ownership to join the Office of the CRO within the Americas Division Risk organization. The Office of the CRO operates across all risk verticals and partners closely with the business, control functions, and Head Office. While the team's remit is broad, a core responsibility is overseeing the operations of the Risk organization, including budget management, and providing direct support to the Chief Risk Officer.

This role will play a critical part in managing and enhancing budget governance, financial planning, and expense oversight for the CRO organization, encompassing 500+ staff. This position requires strong analytical capabilities, a deep understanding of budget frameworks, and the ability to collaborate effectively across risk verticals, Finance, and Head Office stakeholders.

This is a strategic role within the Risk function and instrumental in linking risk strategy, operating model, and execution, and offers insight into key initiatives and investment priorities across risk verticals.

This is a hybrid position based in Charlotte, North Carolina.

Role Objectives

Budget Planning

• Play a key role in consolidating budget requirements across risk verticals and developing annual and multi-year budget plans
• Partner with Finance and Head Office on budget submissions, negotiations, and approvals
• Drive forward-looking forecasts, including personnel and non-personnel expenses

Expense Management

• Track actual expenses against budget and monitor overall budget utilization
• Perform variance analysis and identify key drivers of deviations
• Ensure alignment with internal budget policies and approval frameworks

Reporting & Senior Management Support

• Prepare and present financial performance insights, trends, and risks to budget execution to senior stakeholders, including the CRO
• Lead development of materials for management meetings and C-suite forums

Budget Governance & Process Improvement

• Embrace a transformational mindset and strengthen forward-looking governance, including detailed budget reviews by category, structured approval processes, and tighter controls.
• Drive continuous improvement in budget processes through automation, enhanced reporting, and data visualization,
• Participates in ad-hoc initiatives and projects as needed

Strategic Planning & Executive Support

• Assist with annual planning activities, including goal setting and progress monitoring, first line performance evaluation, and CRO organizational activities.
• Prepare executive presentations, risk reporting materials, and Board/Committee/Regulatory updates.
• Assist with special projects and strategic initiatives.

Qualifications and Skills

• Bachelor's degree in Finance, Business Administration, Accounting, or a related field
• Minimum of 7 years of relevant experience, including budget management.
• Strong analytical and data analysis and reporting capabilities
• Highly organized with excellent written and verbal communication abilities across all levels of the organization.
• Proficiency in Microsoft Word, Excel, and PowerPoint; ability to quickly learn new systems and applications.
• Japanese language skills preferred, but not required.

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.