Vice President, Finance Planning & Analytics

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in management of technology or related field with 3 years of experience.
  • Financial and analytical expertise in banking products.
  • In-depth knowledge of TM1 applications.
  • Proficient in reporting and data visualization tools.
  • Experience in strategic planning and process optimization.

Responsibilities

  • Lead a team of analysts for accurate management accounting in Cognos TM1.
  • Mentor team members and enhance processes by identifying inefficiencies.
  • Design and deliver reports using Power BI, TM1, and Excel.
  • Communicate insights effectively through various channels.
  • Collaborate with the FP&A team on financial processes and results.
  • Align managerial accounting with policy and strategic updates from leadership.
  • Facilitate meetings to review results and develop actionable solutions.

Benefits

  • Offers a competitive portfolio of benefits to employees.
  • Eligible for an annual discretionary incentive award.
  • Allows for hybrid remote work options.
Full Job Description
The anticipated salary range for this role is between $102,000.00 and $123,000.00. 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.

Role Objectives

  • Lead and develop a team of analysts to ensure accurate management accounting within the Cognos TM1 system.
  • Provide mentorship and guidance aligned with both organizational objectives and individual career development. Review and enhance processes by identifying inefficiencies and partnering with systems teams to implement improvements.
  • Design, analyze, and deliver reporting to stakeholders using tools such as Power BI, TM1, Power Query, and Excel.
  • Communicate insights clearly through written and verbal channels, including email, presentations, and executive-ready materials.
  • Collaborate closely with the broader FP&A team to resolve issues and incorporate required changes into financial processes and results.
  • Partner with Head Office and Front Office teams to interpret policy and strategic updates and translate them into managerial accounting outcomes.
  • Facilitate cross-functional meetings to review results, drive alignment, and develop actionable solutions.


*Hybrid remote work is permitted

Qualifications and Skills

  • Bachelor's degree in management of technology, or a related field plus 3 years of experience.
  • Experience must include the following: financial and analytical expertise; in-depth understanding of banking products and activities; experience with TM1 applications; reporting and data visualization capabilities; strategic planning and execution; process improvement and optimization.
  • 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 page

SMBC'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.

About Sumitomo Mitsui Financial Group, Inc.

Sumitomo Mitsui Financial Group, Inc. Careers

There has never been a more opportune time to join the dynamic team at Sumitomo Mitsui Financial Group, Inc. (SMFG)—a leading force in the financial services industry recognized for its leadership in innovation and diversity.

Explore Job Opportunities

Sumitomo Mitsui Financial Group, Inc. offers a plethora of job opportunities that cater to a variety of skills and interests. The company is renowned for its commitment to professional growth and leadership development, making it an ideal environment for ambitious individuals looking to advance their careers.

Experience Professional Growth

At SMFG, career advancement is not just a possibility but a priority. The company supports its team members with extensive training programs, including leadership development and diversity training, ensuring that every employee has the tools and knowledge necessary to succeed.

Join a Diverse and Inclusive Team

Diversity and inclusion are at the core of the company culture at Sumitomo Mitsui Financial Group, Inc. With a global team that values unique perspectives and fosters a collaborative and inclusive environment, SMFG is a place where everyone can thrive.

Internship Programs

For those starting their career journey, SMFG offers internship programs that provide a robust foundation in the financial sector. Interns gain invaluable experience, working alongside seasoned professionals and engaging in projects that offer real-world applications of their studies.

Benefits and Culture

Sumitomo Mitsui Financial Group, Inc. is dedicated to not only attracting but also retaining top talent by offering competitive benefits that enhance both personal and professional life. The company culture promotes work-life balance, employee well-being, and continuous learning.

Innovative Work Environment

Innovation is a key driver of SMFG’s success. Employees are encouraged to bring forward-thinking ideas to the table and are provided with the resources to transform these ideas into actionable solutions that drive the financial industry forward.

Networking and Career Development

Networking opportunities within SMFG are abundant. Employees are encouraged to connect with colleagues and industry leaders through various platforms and events, enhancing their professional network and opening doors to myriad career opportunities.

Apply for a Position

Sumitomo Mitsui Financial Group, Inc. is actively hiring and looking for talented individuals who are passionate, curious, and driven. Explore open positions that match your skills and interests on the SMFG careers page.

Stay Connected with SMFG Careers

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Prepare for Your Interview

Aspiring to join SMFG? Prepare your resume to reflect your best self and gear up for the interview process where you can showcase your skills and passion for finance and innovation.

Career Opportunities Await

At Sumitomo Mitsui Financial Group, Inc., the potential for professional development and personal growth is limitless. Discover the exciting and rewarding career opportunities that await at SMFG, where every position contributes to the company’s global success and leadership in the financial industry.
Learn more about Sumitomo Mitsui Financial Group, Inc.

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