SSumitomo Mitsui Banking Corporation logo

Sumitomo Mitsui Banking Corporation

Financial Services · 16k people

Analyst, Financial Planning and Analysis

Posted 13 Oct

What’s this role about? The analyst will serve as a primary FP&A partner to Front Office leadership, managing revenue planning, deal economics, and performance attribution. They will also lead annual planning and forecasting cycles while developing driver-based financial models and monitoring key performance indicators.

New York, New York
Hybrid
$87K – $90K
Full-time
2-5 years exp
Sumitomo Mitsui Banking Corporation 277 Park Avenue, New York, NY 10172
Bachelor degree

Skills required

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Company

About Sumitomo Mitsui Banking Corporation SMBC Group is a leading global financial group with a 400-year history and a network spanning nearly 40 countries and regions. We partner with clients around the world, providing a broad range of financial services—from Corporate & Investment Banking and Global Markets to commercial and consumer banking—to help them grow, navigate change, and seize new opportunities. By bringing together global capabilities rooted in Japan and deep local expertise, we deliver solutions that create lasting value for our clients, communities, and society. SMBC Group has more than 150 offices and 130,000 employees worldwide. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo and Nagoya stock exchanges, and its ADRs trade on the New York Stock Exchange (NYSE: SMFG). Americas: https://www.smbcgroup.com/ EMEA: https://www.smbcgroup.com/emea/ APAC: https://www.smbc.co.jp/asia/ Tokyo: https://www.smfg.co.jp/english/

Sumitomo Mitsui Banking Corporation

Sumitomo Mitsui Banking Corporation

AdvisoryCapital Markets & Investment BankingCorporate & Institutional Client BankingDerivativesEquity ResearchSales & TradingFX / Treasury ServicesGlobal Trade FinanceLease FinanceLeveraged Finance
SSumitomo Mitsui Banking Corporation logo
10,001+ employees
Financial Services
Privately Held
410k LinkedIn followers
Raised $4.9B

Responsibilities

  • 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.

Qualification

Finance & AccountingData & AnalyticsManagement & LeadershipTechnology
  • 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 pageSMBC’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.

Benefits

  • Discretionary incentive award
  • Competitive portfolio of benefits

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