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SMBC Group · 6 days ago

VP, Sr Financial Planning and Analysis Specialist

New York, NY

Full-time

Hybrid

Mid, Senior Level

$126K/yr - $170K/yr

7+ years exp

SMBC Group is a top-tier global financial group offering a diverse range of financial services. They are seeking an experienced VP to join the Financial Planning & Analysis team, responsible for enhancing management reporting, budgeting, and forecasting processes while providing actionable insights to senior management.

AdviceBankingFinancial Services

H1B Sponsor Likely

Responsibilities

Drive key strategic initiatives within the U.S. CFO office in collaboration with cross-functional stakeholders

Enhance and execute management reporting and provide meaningful analysis insights to inform senior management decision making

Assess data quality and adapt when transformation and or assumptions are required

Streamline recurring reporting for greater efficiency and consistency. Develop data visualizations to enhance audience comprehension and leverage industry knowledge to Identify, challenge, and communicate risks and impacts to management team while considering business implications and dependencies

Analyze data for relevance and accuracy to deliver clear and actionable insights to senior management Collaborate with business stakeholders on scenario analysis and management strategies

Execute on critical initiatives, as needed, including performing gap assessment, analysis, setting up projects/initiatives to drive results

Innovate and improve existing processes around management reporting; and build new processes where none exist

Qualification

Financial Planning & AnalysisData analysisManagement reportingExcelPowerPointCommunication skillsIntellectual curiosityProblem-solving skillsAttention to detailTeam managementCreative thinking

Required

Minimum of 7+ years' experience in financial services industry in Financial Planning & Analysis roles

Familiarity with consolidation / management reporting platforms (e.g., TM1, Oracle suite)

Ability to manage multiple initiatives simultaneously and plan/prioritize appropriately

Ability to lead and drive initiatives through creative thinking and pragmatism

Excellent communication skills and the ability to effectively build and manage relationships with cross-functional stakeholders across levels

Intellectual curiosity – a desire to understand why something works the way it does and what if anything can be done to drive improvement

Outstanding analytical and problem-solving skills and willingness to improve existing processes

Strong attention to detail and ability to independently work across functional groups inclusive of front/middle/back-office functions

Strong verbal and written communication and presentation skills

Advanced proficiency in Excel and PowerPoint, with strong capability to maintain and troubleshoot complex data consolidation files

Collaborative and demonstrated ability to manage a team in dynamic environment

Preferred

Reporting/process improvements in FP&A leveraging Microsoft's AI applications is a plus

Benefits

Annual discretionary incentive award

Competitive portfolio of benefits

Company

SMBC Group

Glassdoor3.5

SMBC Group is a top-tier global financial group.

Founded in 1590

New York, New York, USA

10001+ employees

https://www.smbcgroup.com/americas

H1B Sponsorship

SMBC Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2025 (160)

2024 (87)

2023 (73)

2022 (44)

2021 (29)

2020 (26)