Hybrid FP&A Analyst — Front Office Partner

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

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.