Sumitomo Mitsui Banking Corporation

Sumitomo Mitsui Banking Corporation

5 open positions available

3 locations
1 employment type
Actively hiring
Full-time

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Sumitomo Mitsui Banking Corporation

Associate, Project Finance Group, Latin America

Sumitomo Mitsui Banking CorporationNew York, NYFull-time
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Compensation$150K - 175K a year

Support transaction structuring, due diligence, and execution for Latin America project finance deals, including financial modeling, credit analysis, and client presentations. | 3-5 years of relevant experience in project finance or investment banking, proficiency in financial analysis, and Spanish or Portuguese language skills. | 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 $150,000.00 and $175,000.00. 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 SMBC's Global Structured Finance Department is looking for an Associate to join its Latin America Project Finance Group. The Latin America Project Finance Group is a leading banking franchise providing advisory, structuring, and lending services to large strategic investors and private equity sponsors. The group covers the growing infrastructure industry (including digital infrastructure, transportation, and social infrastructure), the power industry (including conventional power generation, renewable power generation, and storage), and the natural resources industry (including LNG terminals, midstream assets, and renewable fuels), with a growing focus on ESG-themed projects. The franchise is consistently ranked at the top of the Project Finance league tables, both in North America and globally. With a strong focus on debt structuring and arranging, you will be involved in all stages of transactions, from composing early-stage proposals and pitch books, to due diligence and execution, and ultimately to managing a successful financial close. The Associate will provide analytical and marketing support to senior bankers through the preparation of financial models, complex credit analyses, credit applications, term sheets, presentation materials (pitch books), and industry research, as well as through ongoing monitoring and review of the group’s lending portfolio. The position will be sector-agnostic, working with bankers across all industry groups in Latin America. This position reports directly to a senior colleague assigned to managing the pool of junior staff (Analysts and Associates). Role Objectives • Support senior team members and participate in the negotiation, structuring, and execution of new transactions. Cross-sell products (DCM, Financial Advisory, Ratings Advisory, etc.) • Participate in the due diligence of new transactions with an emphasis on understanding the basic elements of the deal, how those relate to assessing risk, and ultimately structuring the transaction to mitigate risk. • Prepare and present internal memos for new transactions, assess profitability, prepare credit applications and coordinate, delegate, and review work of Analysts to complete all internal workflow required for approvals, middle/back-office checks, etc. to facilitate the timely execution of new transactions. • Provide execution leadership by managing workflows and resource allocation, including providing guidance, feedback, and oversight of Analysts. • Collaborate and coordinate with other departments with overlapping clients. • Build and manipulate financial models for project finance clients and transactions, with an emphasis on using "best practices" and growing comfortable with increasingly more complex structures. • Continuously monitor and manage existing transactions, including the credit review and processing of waivers and amendments, internal reports, and special credit requirements. • Ensure compliance of all internal and external matters in accordance with banking regulations, bank policy and best practices. • Undertake research and analytics related to specific sectors, regions or loans, and stay abreast of industry trends, opportunities, and general market conditions. • Support marketing and origination of new transactions by preparing pitch books and marketing materials and attending client meetings with senior colleagues. • Provide ad hoc reports for management. • Attend bank meetings, industry events, conferences, and seminars. Qualifications and Skills • Able to quickly learn and adapt to new processes and systems. Works well in a culturally diverse and team-oriented environment. Demonstrates intellectual curiosity and an interest in continuous learning. • Strong analytical and critical thinking skills, ability to synthesize large amounts of information, analyze risk and identify mitigating factors. • Self-driven and motivated; takes personal ownership of specific assignments. Committed to developing high-end financial modeling skills and competency in the review and negotiation of project financing documentation. • Highly collaborative and flexible in a team and client environment and ability to form good relationships internally and externally. Excellent communication and presentation skills both written and verbal; comfortable presenting and negotiating externally with clients and key industry contacts and internally with senior management and credit department. Able to coordinate and communicate with various internal departments across the bank (middle/back office, Nikko, USCB, global counterparties.) • Demonstrates leadership ability and can provide mentorship, guidance, and training to junior colleagues on the team. • Ability to organize thoughts and clearly articulate points and provide summaries and explanations of transactions, verbally or in writing to management or other internal departments. • Experience in preparing credit applications, performing cash flow analysis, ability to read and interpret financial statements, and strong accounting skills. Must be proficient in the use of MS Excel, Word and PowerPoint. • Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines. • Good understanding of Project Finance, Infrastructure Finance, Public Finance, Structured Finance, Project Bonds, Project Loans, Loan Sales & Syndication, Debt Capital Markets, Financial Advisory, Investment Banking, Financial Guarantees, PPPs is a plus • 3-5 years of relevant professional experience in project finance, leveraged finance, or investment banking viewed positively. • Spanish or Portuguese language skills required. 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.

Financial modeling
Credit analysis
Project finance
Risk assessment
Industry research
Verified Source
Posted 7 days ago
SM

Finance Project Manager

Sumitomo Mitsui Banking CorporationCharlotte, North CarolinaFull-time
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Compensation$120K - 200K a year

Managing construction projects from start to finish, coordinating teams, and ensuring quality and timeliness. | Experience in project management, construction, and team coordination; no specific finance or technology skills mentioned. | 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 Project Manager leads large-scale Finance Technology initiatives that impact global operations and regulatory compliance. This role ensures delivery of complex programs involving financial systems integration, governance, and risk management. Reporting to senior leadership, the position influences enterprise-level processes and supports strategic objectives through effective program execution. Scope includes managing multi-million-dollar budgets, cross-functional teams, and regulatory-driven technology implementations.PRINCIPAL DUTIES AND RESPONSIBILITIES: Direct end-to-end project delivery, including scope definition, timeline management, resource allocation, and execution. Develop and maintain project schedules, budgets, and governance dashboards (RAG status, risk logs, issue trackers). Oversee Statements of Work (SOWs), budget tracking, and timesheet approvals to ensure cost control and compliance. Coordinate execution across Finance, Risk, Operations, and Technology teams globally, ensuring stakeholder alignment. Drive system implementation and integration for Finance applications, ensuring timely and seamless delivery. Maintain transparent communication with stakeholders, providing regular status updates and escalation management. Conduct post-project reviews and implement process improvements for future initiatives. POSITION SPECIFICATIONS: Bachelor’s degree in Finance, Business, Economics, Engineering, or related field; Master’s preferred. 10+ years as a Project Manager in finance domains, with proven success in large-scale technology programs. PMP or Business Analysis (CBAP, CCBA) preferred. Familiarity with financial systems, accounting platforms, and enterprise data governance best practices. Strong understanding of regulatory reporting, revenue analytics, P&L attribution, and IPV processes; expertise in Agile, Scrum, and Waterfall methodologies; exceptional communication, leadership, and stakeholder management skills. 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.

Project management
Construction management
Client communication
Team leadership
Direct Apply
Posted 7 days ago
Sumitomo Mitsui Banking Corporation

Associate, Infrastructure, Power & Energy Project Finance, Latin America

Sumitomo Mitsui Banking CorporationNew York, NYFull-time
View Job
Compensation$150K - 200K a year

Support transaction structuring, due diligence, financial modeling, and client communication in Latin America project finance. | 3-5 years in project finance or investment banking, proficiency in financial analysis, Spanish/Portuguese language skills, and strong communication abilities. | 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 $150,000.00 and $200,000.00. 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 SMBC's Global Structured Finance Department is looking for an Associate to join its Latin America Project Finance Group. The Latin America Project Finance Group is a leading banking franchise providing advisory, structuring, and lending services to large strategic investors and private equity sponsors. The group covers the growing infrastructure industry (including digital infrastructure, transportation, and social infrastructure), the power industry (including conventional power generation, renewable power generation, and storage), and the natural resources industry (including LNG terminals, midstream assets, and renewable fuels), with a growing focus on ESG-themed projects. The franchise is consistently ranked at the top of the Project Finance league tables, both in North America and globally. With a strong focus on debt structuring and arranging, you will be involved in all stages of transactions, from composing early-stage proposals and pitch books, to due diligence and execution, and ultimately to managing a successful financial close. The Associate will provide analytical and marketing support to senior bankers through the preparation of financial models, complex credit analyses, credit applications, term sheets, presentation materials (pitch books), and industry research, as well as through ongoing monitoring and review of the group’s lending portfolio. The position will be sector-agnostic, working with bankers across all industry groups in Latin America. This position reports directly to a senior colleague assigned to managing the pool of junior staff (Analysts and Associates). The Analysts will be actively involved in working with Associates as part of deal teams. Role Objectives • Support senior team members and participate in the negotiation, structuring, and execution of new transactions. Cross-sell products (DCM, Financial Advisory, Ratings Advisory, etc.) • Participate in the due diligence of new transactions with an emphasis on understanding the basic elements of the deal, how those relate to assessing risk, and ultimately structuring the transaction to mitigate risk. • Prepare and present internal memos for new transactions, assess profitability, prepare credit applications and coordinate, delegate, and review work of Analysts to complete all internal workflow required for approvals, middle/back-office checks, etc. to facilitate the timely execution of new transactions. • Provide execution leadership by managing workflows and resource allocation, including providing guidance, feedback, and oversight of Analysts. • Collaborate and coordinate with other departments with overlapping clients. • Build and manipulate financial models for project finance clients and transactions, with an emphasis on using "best practices" and growing comfortable with increasingly more complex structures. • Continuously monitor and manage existing transactions, including the credit review and processing of waivers and amendments, internal reports, and special credit requirements. • Ensure compliance of all internal and external matters in accordance with banking regulations, bank policy and best practices. • Undertake research and analytics related to specific sectors, regions or loans, and stay abreast of industry trends, opportunities, and general market conditions. • Support marketing and origination of new transactions by preparing pitch books and marketing materials and attending client meetings with senior colleagues. • Provide ad hoc reports for management. • Attend bank meetings, industry events, conferences, and seminars. Qualifications and Skills • Able to quickly learn and adapt to new processes and systems. Works well in a culturally diverse and team-oriented environment. Demonstrates intellectual curiosity and an interest in continuous learning. • Strong analytical and critical thinking skills, ability to synthesize large amounts of information, analyze risk and identify mitigating factors. • Self-driven and motivated; takes personal ownership of specific assignments. Committed to developing high-end financial modeling skills and competency in the review and negotiation of project financing documentation. • Highly collaborative and flexible in a team and client environment and ability to form good relationships internally and externally. Excellent communication and presentation skills both written and verbal; comfortable presenting and negotiating externally with clients and key industry contacts and internally with senior management and credit department. Able to coordinate and communicate with various internal departments across the bank (middle/back office, Nikko, USCB, global counterparties.) • Demonstrates leadership ability and can provide mentorship, guidance, and training to junior colleagues on the team. • Ability to organize thoughts and clearly articulate points and provide summaries and explanations of transactions, verbally or in writing to management or other internal departments. • Experience in preparing credit applications, performing cash flow analysis, ability to read and interpret financial statements, and strong accounting skills. Must be proficient in the use of MS Excel, Word and PowerPoint. • Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines. • Good understanding of Project Finance, Infrastructure Finance, Public Finance, Structured Finance, Project Bonds, Project Loans, Loan Sales & Syndication, Debt Capital Markets, Financial Advisory, Investment Banking, Financial Guarantees, PPPs is a plus • 3-5 years of relevant professional experience in project finance, leveraged finance, or investment banking viewed positively. • Spanish or Portuguese language skills required. 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.

Financial modeling
Credit analysis
Project finance
Industry research
Client presentation
Verified Source
Posted 9 days ago
Sumitomo Mitsui Banking Corporation

Executive Director, Quantitative Analytics and Model Oversight Leader (Remote)

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Compensation$223K - 255K a year

Lead and manage the CECL allowance process, credit forecasting, stress testing, model oversight, and regulatory compliance while mentoring a small team and collaborating with stakeholders. | 12+ years in credit risk and forecasting including CECL reserving, experience with economic stress scenarios, CCAR knowledge, strong communication skills, proficiency in risk modeling exposure, and leadership experience. | Join our mission to create a completely new, 100% digital bank that uses consumer feedback to truly meet customers’ best interests. Jenius Bank, a division of SMBC MANUBANK, and a member of SMBC Group, is being built by a close-knit and fun-loving team of financial services professionals and technology experts who came together for the challenge of building a full-service digital bank from scratch. We’re committed to doing it the right way for the customer and are growing rapidly. To learn more about our relationship to our parent company, visit our website. The anticipated salary range for this role is between $223,000.00 and $255,000.00. The specific salary offered to an applicant will be based on their individual qualification, experiences, and analysis of current compensation paid in their geography and the market for similar roles at time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC MANUBANK offers a competitive portfolio of benefits to its employees. . Jenius Bank is strategically scaling up a portfolio of products and building extraordinary experiences. In 2023, we launched our first two products reaching $1 billion in deposits and over $700 million in loans, all before Jenius Bank’s first anniversary. We don’t plan to slow down, with ambitious growth plans and the capital necessary to execute a multi-year strategic plan. We have a start-up mindset paired with SMBC Group’s 400 years of history. SMBC Group has more than 150 offices and 86,000 employees worldwide in nearly 40 countries and is committed to creating new business to better serve customers in the rapidly evolving digital environment. Join us on the journey that has caught the attention of the Banking Dive, and more to reinvent banking where smarter banking translates to a richer life. SUMMARY: The Financial and Quantitative Risk team at SMBC MANUBANK’s is responsible for providing 2nd line oversight over financial risks including credit risk, market risk, liquidity risk and model risk. The team is also responsible for CECL allowance process as well as stress testing and getting the bank ready for CCAR. The Quantitative Analytics and Model Oversight leader will be responsible for managing and leading end-to-end CECL allowance process and other credit forecasting activities including budgeting, stress testing and CCAR. She/he will also be responsible for providing model oversight and model analytics for all SMBC MANUBANK suite of models working closely with the risk modeling and model validation teams at both SMBC MANUBANK and parent SMBC. The incumbent will lead a small team and will be reporting to the Managing Director, Head of Financial and Quantitative Risk. The position requires a quantitative and highly analytical minded, data-skilled, hands-on, experienced, self-motivated, curious individual who enjoys looking at the multi-dimensional effects of change – how independent changes can have unexpected impacts on other parts of the bank – and how to build risk controls to identify and mitigate those risks. The position also requires strong training in credit and experience with credit forecasting processes including CECL allowance, provision forecasting and stress testing. As SMBC MANUBANK is a subsidiary of a global, systemically-important financial institution – SMBC – the position has direct interaction and influence over corporate policy, frameworks, and exposure management – representing MANUBANK’s positions in these corporate-wide endeavors. PRINCIPAL DUTIES AND RESPONSIBILITIES: • * Be responsible for the end-to-end quarterly CECL allowance process and loss provision forecast for the bank, including communication to SMBC executives, bank Board of Directors (Committees), and leadership globally. • Design and conduct stress testing and scenario analysis to assess the impact of adverse economic conditions on the various financial aspects of the bank – influencing larger global initiatives given the nuances specific to a regional-commercial and national-consumer bank. • Implement CCAR for MANUBANK in close partnership with key stakeholders from SMBC Americas • Partner with risk modeling and model validation teams to provide oversight over all models at MANUBANK, thereby ensuring models are aligned with corporate policies, are fit for use, adequately monitored and findings are closed on time. • Maintain an expert-level knowledge of the financial and regulatory landscapes – local, national, and global influences over drivers that can impact the bank – making adjustments as necessary. • Work collaboratively with all members of 1st and 3rd lines of defense, as well as Non-Financial risk specialists within the 2nd line of defense • Represent MANUBANK’s interests and act openly and cooperatively with key regional and global stakeholders, all levels of governance, and internal auditors and regulators. • Lead and mentor a small team of analysts - maintaining ongoing support of the Bank’s risk culture throughout all management routines. • Support MANUBANK’s culture of Risk Management and Compliance as well as the SMBC/MANUBANK Code of Conduct, promptly recognizing and addressing problems, and holds colleagues accountable for maintaining the highest degree of integrity. POSITION SPECIFICATIONS: • * Bachelor's Degree in Finance, Economics, Business Administration, Scientific, Data Science or equivalent quantitatively-based field • Advanced degree or professional certification is preferred • CFA or FRM certification a plus • 12+ years of experience, including substantial experience in credit risk management and credit forecasting activities and overall bank financial management – with a significant period of that responsible for the loan loss provision and allowances including CECL reserving. • Experience managing the loss provision through economic stress and a rapid growth environment. Have a strong view on the macroeconomic environment and how it could potentially impacts the banks provisions. CCAR experience is a plus • Strong communication skills with an interpersonal style which enables the executive to effectively interface with senior management including the CEO, Board of Directors, parent representatives, peers, auditors, and regulators. • Proficiency and exposure to risk modeling and data analysis – including credit risk models and forecasting models. While the role itself will not be building models it will require sufficient exposure to risk modeling to ensure models are fit for purpose with adequate outcomes. • Exceptional communication and presentation skills - communicates in an open, candid, clear and consistent manner. Can listen effectively and probes for new ideas. • High attention to detail with strong organizational skills. • Proven ability to recruit, build and develop a team with creative and high-caliber talent - with the appropriate type/level of knowledge, skills, experience and positive work habits to drive success. • A hands-on professional manager, who has an approachable, personable style but who also has high energy and drive. The person’s integrity will be unquestioned and will also be an important ingredient in their composition. • Strong and diverse knowledge across commercial and retail banking lending products, with an advanced knowledge of scoring, machine learning and other risk dynamics EOE STATEMENT 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. CCPA DISCLOSURE Personal Information Collection Notice: This notice contains information under the California Consumer Privacy Act (CCPA) about the categories of personal information (PI) of California residents that SMBC MANUBANK collects and the business or commercial purpose(s) for which the PI may be used. We do not sell PI. More information about our collection and use of PI may be found in our CCPA Privacy Policy at https://www.smbcmanubank.com/privacy/ccpa-disclosure. Persons with disabilities may contact our Customer Contact Center toll-free at (877) 560-9812 to request the information in this Notice in an alternative format.

CECL allowance process
Credit risk management
Credit forecasting
Stress testing
CCAR implementation
Risk modeling oversight
Financial and regulatory knowledge
Team leadership and mentoring
Communication with executives and regulators
Verified Source
Posted 3 months ago
Sumitomo Mitsui Banking Corporation

Accounting Data Analyst (Remote)

View Job
Compensation$103K - 154K a year

Manage and improve the finance/accounting data warehouse, produce reconciliations and reports, ensure data governance and quality, and collaborate with finance and data teams in a remote environment. | Bachelor’s degree in Accounting, Finance, or related field, 3+ years working with financial data and reporting systems, proficiency in SQL, knowledge of financial reporting and accounting, familiarity with data governance, and preferred cloud platform experience. | Join our mission to create a completely new, 100% digital bank that uses consumer feedback to truly meet customers’ best interests. Jenius Bank, a division of SMBC MANUBANK, and a member of SMBC Group, is being built by a close-knit and fun-loving team of financial services professionals and technology experts who came together for the challenge of building a full-service digital bank from scratch. We’re committed to doing it the right way for the customer and are growing rapidly. To learn more about our relationship to our parent company, visit our website. The anticipated salary range for this role is between $103,000.00 and $154,000.00. The specific salary offered to an applicant will be based on their individual qualification, experiences, and analysis of current compensation paid in their geography and the market for similar roles at time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC MANUBANK offers a competitive portfolio of benefits to its employees. . Jenius Bank is strategically scaling up a portfolio of products and building extraordinary experiences. In 2023, we launched our first two products reaching $1 billion in deposits and over $700 million in loans, all before Jenius Bank’s first anniversary. We don’t plan to slow down, with ambitious growth plans and the capital necessary to execute a multi-year strategic plan. We have a start-up mindset paired with SMBC Group’s 400 years of history. SMBC Group has more than 150 offices and 86,000 employees worldwide in nearly 40 countries and is committed to creating new business to better serve customers in the rapidly evolving digital environment. Join us on the journey that has caught the attention of the Banking Dive, and more to reinvent banking where smarter banking translates to a richer life. SUMMARY: This role will bring data efficiency and modernization to the finance/accounting department at the Bank. Candidate will oversee the creation and maintenance of the finance/accounting data warehouse. Using the warehouse as the primary data source will ensure financial statements and periodic reporting are produced according to appropriate filing requirements and provide meaningful business information. The warehouse uses Microsoft Azure and the Google Cloud Platform. Familiarity with these platforms and strong SQL experience will ensure success in the role. As data is funneled from several distinct separate sources into the warehouse, it will ensure streamlined and consistent reporting for all parties that rely on financial data. Due to the high reliance on this financial data, data governance will be an integral component of the role as well. As the data owner, this role will need to interface with the governance team to record proper data quality rules and attest to overall data integrity. PRINCIPAL DUTIES AND RESPONSIBILITIES: • * Produce data queries to match existing source reports. This will allow for the automated production of reconciliations, summaries and analysis. Maintain underlying systems and ensure data reconciles across sources. • Provide recommendations for improvements in underlying data structures and systems to reduce manual interventions and improve production timelines. • Document existing workflows to identify opportunities for improvement, create information flow improvement and document new results. • Work with other finance units to help develop and implement finance and corporate initiatives and improve day-to-day operations. • Develop relationships with data, data analytics and data governance to ensure proper structuring. • The remote-only environment is best suited to self-starters with strong communication skills. • Utilize an understanding of information technology to better gather and manage data. Discuss relevant work experience with financial data and SQL projects. • Exhibit a rudimentary knowledge of auditing theory and accounting controls to ensure proper reconciliations, avoid compliance issues and audit exceptions. • Display a basic understanding of accounting principles to ensure proper reporting across a number of transaction types. • Apply basic modeling and analytical skills to create meaningful analysis and reporting. Communicate accounting principles and technical analysis effectively. POSITION SPECIFICATIONS: • * Bachelor’s degree in Accounting, Finance, Information Systems, or a related field • 3+ years of experience working with financial data, reporting systems, or data warehousing in a corporate or banking environment • Proficiency in SQL for data querying, reconciliation, and analysis • Strong understanding of financial reporting requirements and accounting principles • Familiarity with data governance practices, including data quality rules and documentation • Ability to work independently in a remote environment and communicate effectively across teams • Demonstrated experience improving data workflows, systems, or reporting processes • Preferred hands-on experience with cloud platforms such as Microsoft Azure and Google Cloud Platform/Looker • Preferred experience in Banking, Financial Services and/or supporting Accounting teams EOE STATEMENT 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. CCPA DISCLOSURE Personal Information Collection Notice: This notice contains information under the California Consumer Privacy Act (CCPA) about the categories of personal information (PI) of California residents that SMBC MANUBANK collects and the business or commercial purpose(s) for which the PI may be used. We do not sell PI. More information about our collection and use of PI may be found in our CCPA Privacy Policy at https://www.smbcmanubank.com/privacy/ccpa-disclosure. Persons with disabilities may contact our Customer Contact Center toll-free at (877) 560-9812 to request the information in this Notice in an alternative format.

SQL
Data Warehousing
Data Governance
Microsoft Azure
Google Cloud Platform
Financial Reporting
Accounting Principles
Data Analysis
Verified Source
Posted 3 months ago

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