Analyst, Financial Planning and Analysis
About The Position
SMBC Group is a top-tier global financial group with a 400-year history, offering diverse financial services. In the Americas, SMBC Group has a presence in multiple countries and provides commercial and investment banking services to corporate, institutional, and municipal clients, connecting them to local markets and its global network. The role of Analyst, Financial Planning and Analysis will 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. This role will incorporate risk considerations into Front Office decision-making, including downside scenarios, sensitivity analysis, and stress impacts on revenue, margins, and capital usage. The Analyst will partner with business leaders to evaluate pricing, volume, and structural trade-offs using risk-adjusted metrics and support earnings, business reviews, and executive forums with analytically rigorous narratives. The role involves leading the execution of annual planning, budgeting, and monthly forecasting cycles, developing and maintaining driver-based financial models, and performing advanced variance, sensitivity, and scenario modeling. The Analyst will also define and monitor KPIs, partner with Risk, Treasury, and Controllers to assess financial risks, and support stress testing and downside analyses. Additionally, the role will lead FP&A involvement in planning and reporting infrastructure enhancements, assess data quality and model integrity, and provide analytical leadership for system migrations and tool adoption. The Analyst will apply advanced Excel modeling, statistical techniques, and automation tools like Alteryx, Python, and SQL to improve forecasting and reporting efficiency, while also leading and developing FP&A team members and building strong partnerships across various departments. The Analyst will serve as a trusted advisor to senior stakeholders, balancing commercial objectives with financial discipline, risk management, and governance.
Requirements
- Bachelor’s degree in finance, accounting, enterprise risk management, economics or a related field
- 2 years of experience
- 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
- Governance and control framework
Nice To Haves
- Experience with Alteryx, Python, SQL, and Microsoft AI-enabled applications
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.
Benefits
- Annual discretionary incentive award
- Competitive portfolio of benefits
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
