Financial Analyst (Remote)

Sumitomo Mitsui Financial Group, Inc.; Massachusetts; Remote; USD 80,000 - 125,000; Full time

Job summary

Join a pioneering digital bank as a Finance Associate to support forecasting, management reporting, and budgeting processes. This role requires strong analytical and communication skills to drive actionable insights while collaborating with stakeholders to enhance financial initiatives and performance.

Benefits

Annual discretionary incentive award

Competitive portfolio of benefits

Qualifications

• 5+ years of experience in expense and headcount roles in financial services.
• Strong sense of initiative and ability to deliver high-quality results.
• Experience with change and reporting transformation.

Responsibilities

• Enhance headcount and expense forecasting processes.
• Support annual planning and monthly actuals and forecast processes.
• Analyze monthly forecasts and develop management reporting.

Skills

Analytical Skills

Communication

Presentation Skills

Tools

Excel

PowerPoint

Word

Job description

Join our mission to create a completely new, 100% digital bank that uses consumer feedback to truly meet customers' best interests. Jenius Bank, a division of SMBC MANUBANK, and a member of SMBC Group, is being built by a close-knit and fun-loving team of financial services professionals and technology experts who came together for the challenge of building a full-service digital bank from scratch. We're committed to doing it the right way for the customer and are growing rapidly. To learn more about our relationship to our parent company, visit our website.

The anticipated salary range for this role is between $80,000.00 and $125,000.00. The specific salary offered to an applicant will be based on their individual qualification, experiences, and analysis of current compensation paid in their geography and the market for similar roles at time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC MANUBANK offers a competitive portfolio of benefits to its employees.

Jenius Bank is strategically scaling up a portfolio of products and building extraordinary experiences. In 2023, we launched our first two products reaching $1 billion in deposits and over $700 million in loans, all before Jenius Bank's first anniversary. We don't plan to slow down, with ambitious growth plans and the capital necessary to execute a multi-year strategic plan. We have a start-up mindset paired with SMBC Group's 400 years of history. SMBC Group has more than 150 offices and 86,000 employees worldwide in nearly 40 countries and is committed to creating new business to better serve customers in the rapidly evolving digital environment. Join us on the journey that has caught the attention of the Banking Dive, and more to reinvent banking where smarter banking translates to a richer life.

JOB SUMMARY:

We are seeking an experienced Finance Associate with strong communication and analytical skills to join SMBC MANUBANK's Finance team. The Associate will support resource strategy (expense and headcount), management reporting and budgeting, and forecasting processes. Experience in expense management and headcount governance is ideal. The individual should be skilled in presentation skills, 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 CFO and other senior stakeholders and independently managing production of standard management reports and presentations.

PRINICPAL DUTIES AND RESPONSIBILIITES:

• Work with key stakeholders to enhance headcount and expense forecasting and management processes.
• Support annual planning and monthly actuals and forecast processes, working with core Finance teams as well as cross-functional stakeholders.
• Analyze monthly forecasts and develop management reporting with actionable insights including establishing a repeatable process to produce management reporting on a monthly basis.
• Identify, challenge and communicate risks and impacts to management team while considering business implications and dependencies.
• 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.

POSITION SPECIFICATIONS:

• Minimum of 5+ years experience in expense and headcount related roles 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, expense management, headcount strategies and related modeling experiences.
• Ability to effectively build and manage relationships with team members and colleagues at decision making levels.
• Strong verbal and written communication and presentation skills. Proficiency in Word, PowerPoint, and Excel applications
• Proven track record in executing key headcount and expense initiatives including driver based reporting.
• Collaborative and demonstrated ability to work with a team in dynamic environment

EOE STATEMENT
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].

CCPA DISCLOSURE
Personal Information Collection Notice: This notice contains information under the California Consumer Privacy Act (CCPA) about the categories of personal information (PI) of California residents that SMBC MANUBANK collects and the business or commercial purpose(s) for which the PI may be used. We do not sell PI. More information about our collection and use of PI may be found in our CCPA Privacy Policy at https://www.smbcmanubank.com/privacy/ccpa-disclosure. Persons with disabilities may contact our Customer Contact Center toll-free at [phone] to request the information in this Notice in an alternative format.