Director, FP&A Planning & Control (Individual Contributor)
New York, NY, US, 10172
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.
The anticipated salary range for this role is between $165,000.00 and $210,000.00. 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 Description
FP&A Planning & Control is a senior individual contributor role responsible for delivering decision-ready financial insights to senior management. Reporting to the Head of Planning & Control, this role operates hands-on across forecasting, budgeting, and medium to long-term outlooks, translating business and financial data into clear narratives, scenarios, and management discussion points.
This position is not responsible for close or routine consolidation activities. Instead, it builds on the established reporting foundation to drive high-quality forward-looking analysis, challenge assumptions, and elevate management-level discussions.
Role Objectives
- Personally own and deliver forecast, budget, and medium‑ to long‑term outlook under the Planning & Control function
- Develop management‑ready narratives and executive summaries, integrating inputs from Business Managers and reporting teams
- Perform hands‑on scenario and sensitivity analysis, identifying key drivers, downside risks, and upside opportunities
- Proactively challenge business assumptions and forecast biases with data‑driven, commercially grounded perspectives
- Partner closely with the Head of Planning & Control to shape enterprise‑wide views, ensuring cross‑business consistency
- Independently prepare executive decks and management materials, minimizing downstream rework
- Act as a thought partner to FP&A leadership on planning, forecasting, and management insight
Qualifications and Skills
- 5-7+ years of experience in FP&A, planning & control, strategic finance, or management reporting
- Proven ability to operate as a hands‑on individual contributor at VP or senior manager level
- Strong track record of end‑to‑end ownership of forecasts, scenarios, aAnd management presentations
- Excellent analytical and structuring skills, with the ability to synthesize complexity into clear insights
- High comfort level challenging assumptions and engaging in constructive dialogue with senior stakeholders
- Strong communication skills, capable of articulating financial implications clearly and succinctly
- Self‑driven mindset with a strong sense of ownership and accountability
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.
Nearest Major Market: New York City