Analyst, Financial Planning and Analysis

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Job Level: Analyst

Location:

New York, NY, US, 10172

Employment Type:

Full Time

Requisition

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.

• 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…