SMBC Group · 1 day ago
Finance Data Strategy
Charlotte, NC
Full-time
Hybrid
Senior Level, Lead/Staff
$181K/yr - $230K/yr
12+ years expSumitomo Mitsui Banking Corporation is a top-tier global financial group with a diverse range of financial services. They are seeking a Finance Data Strategy expert to lead regulatory reporting automation initiatives, manage large-scale transformation programs, and engage with multiple stakeholders to ensure alignment on operational models.
AdviceBankingFinancial Services
Responsibilities
Lead high priority remediation and transformation programs that cover, among other components, organizational design, process improvement, and technology implementation
Manage end-to-end delivery against large scale transformation programs. Define program stakeholders, scope, timing, resource requirements and deliverables
Engage with stakeholders across multiple business units, functional areas to ensure alignment on delivery of a target operating model
Deep knowledge of Regulatory Reporting for US and foreign financial companies (including but not limited to reports such as the FRB reports, knowledge of broker-dealer reporting, liquidity reporting, etc.)
Drive the manual adjustment/orphan analysis by working with multiple report owners, data stewards and source system owners
Understand the financial product lifecycle & F2B data lineage/data flow to remediate the data gaps using tactical and strategical approach
Drive Data Management activities with focus on data definitions, data sourcing strategies and data model preferred
Participate in Testing and Quality Assurance (including test planning, test execution and test management)
Monitor delivery throughout the life of the transformation effort and assess outcomes to ensure completeness and sustainability
Promote coordination between program work-streams to ensure alignment and awareness of over-arching program objectives
Partner with impacted product and process owners to inform program delivery and objectives
Demonstrate a strong awareness of business stakeholder requirements and organizational context through delivery of complete, timely and sustainable transformation outcomes
Conduct reviews to ensure projects are added to the project reporting system and continuously updated with relevant, accurate, and timely data suitable for a senior management audience
Assist in developing project artefacts including project charters, business cases, governance materials, etc. to ensure effective governance and delivery of projects
Develop and maintain strong working relationships with key business/governance/data governance and IT stakeholders to identify additional areas of risk and procuring their help in solving complex issues
Train, supervise and review all staffs work under your responsibility
Qualification
Required
12+ years of work experience, including system implementation, Regulatory Reporting requirements gathering and design, Data sourcing design, and operational improvement projects
7+ years of regulatory reporting experience at a financial services company or comparable experience working
Under-graduate / Graduate degree in computer science, engineering, accounting, finance, or a related field
Excellent communication and senior management relationship management skills
Strategic thinking, strong analytical & problem-solving skills - excellent attention to detail
Team player with a strong sense of ownership and accountability
Experience in financial products like Derivatives, Loans, Securities Financing, Trading Assets, Deposits, cash, and other asset/liabilities, utilize the knowledge to drive the regulatory reporting data sourcing activities
Experience in understanding the FRB reports forms and instructions like FRY-9C, CCAR 14Q, 14M, 14A, FFIEC-002, FFIEC-009 and FRY-15, utilize the knowledge to build regulatory reporting data sourcing and rules specifications
Experience in AXIOM to utilize the knowledge to automate regulatory report filings to regulators like FRB/FFIEC/FINRA
Ability to influence people outside the immediate span of control, negotiate and resolve conflicts, and work with business users, IT partners and vendors
Skilled in engaging with senior management and building and maintaining relationships with delivery partners across functions
Knowledge of commercial investment banking organizational structures, regulatory frameworks, product offerings, financial operations and planning, human capital strategy
Expert ability to create robust project management and governance structures to support delivery of complex transformation efforts
Highly developed sense of initiative-taking, accountability, and follow-through with an ability to effectively prioritize multiple tasks and goals
Excellent relationship management, collaboration and influencing skills
Demonstrated experience with defining and implementing project/change management, governance, or reporting standards and procedures
Preferred
Knowledge of products like derivatives, Loans and securitization and their booking systems such as PRISM or Impact or Horizon is a plus
Benefits
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.
Company
SMBC Group
SMBC Group is a top-tier global financial group.
10001+ employees
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)
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Trends of Total Sponsorships
2025 (160)
2024 (87)
2023 (73)
2022 (44)
2021 (29)
2020 (26)
Funding
Current Stage
Late StageLeadership Team
Hirofumi Otsuka
Senior Managing Executive Officer & CEO of Americas Division
Juan Kreutz
Head of Structured Finance Solutions and Deputy Head of the Americas
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