Technical Business Analyst

Job Level: Vice President

Job Function: Technical Product Management

Location:

Charlotte, NC, US, 28202

Employment Type: Full Time

Requisition ID: 7035

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

JOB SUMMARY

The Techno-Functional Business Analyst role combines financial domain expertise with technical proficiency to enhance financial processes, reporting accuracy, and system integration. This position anchors its value by driving revenue optimization, ensuring compliance through Independent Price Verification (IPV), and supporting strategic decision-making with actionable insights. The role impacts financial integrity and operational efficiency across multiple systems, influencing senior management decisions and organizational growth. Reporting to Finance Technology leadership, this position collaborates with cross-functional teams to translate business requirements into technical specifications and deliver integrated solutions

PRINCIPAL DUTIES AND RESPONSIBILITIES

Conduct revenue analysis to identify trends and optimization opportunities.
Perform P&L attribution, variance analysis, and deliver insights to stakeholders.
Execute IPV processes to maintain compliance and data accuracy.
Lead reconciliation across diverse financial datasets and systems.
Gather and document business requirements; translate into functional and technical specifications.
Define acceptance criteria for user stories and ensure alignment with business objectives.
Collaborate with development teams for backend integration and data model alignment.
Design and maintain financial models, dashboards, and reports for senior management.
Support UAT and system testing to validate solutions against requirements.
Partner with finance, operations, and technology teams to streamline processes and reporting

POSITION SPECIFICATIONS

Education: Bachelor’s degree in Finance, Economics, Business, or related field (preferred).
Experience: 8+ years of experience in financial principles, data analysis, and reconciliation; hands-on experience with JIRA and Agile frameworks.
Technical Skills: Proficiency in SQL and Excel; familiarity with BI tools (Power BI); understanding of architectural design and integration.
Preferred: Business Analysis certifications; experience with financial systems, ETL processes, and cloud-based platforms.
Competencies: Analytical thinking, problem-solving, attention to detail, and effective communication in fast-paced environments.

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.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.