Associate, FP&A Anaplan Expense Management
Smbc Global Foundation Inc, New York, New York, us, 10261
Associate, FP&A Anaplan Expense Management
We are seeking an experienced Finance Associate with strong communication and analytical skills to join SMBC Americas Division's Financial Planning & Analysis (FP&A) Expense Management team. The Associate will work with core Finance teams (Controllers, Tax etc.) and other key colleagues (HR, Technology, Risk, Compliance, Business Management etc.) and will support Anaplan implementation as well as maintenance after go-live. Additional responsibilities will include supporting management reporting and budgeting, and forecasting processes for expenses and headcount. Experience in expense management and headcount governance is ideal. The individual should be skilled in presentation development, financial data analysis and scenario modelling to drive actionable insight. The Associate will be responsible for supporting key initiatives including annual expense budgeting cycle, monthly forecasting and ad-hoc analysis for the U.S. CFO and other senior stakeholders and independently managing production of standard management reports and presentations. Responsibilities
Play an integral role in Anaplan model development and support Support annual planning and monthly actuals and forecasting processes, working with core Finance teams and cross-functional stakeholders. Develop monthly management reporting for expenses and headcount for various stakeholders Identify, challenge and communicate risks and impacts to team while considering business implications and dependencies. Support key stakeholders in the enhancement of headcount and expense management processes. Support the execution of key initiatives including performing gap assessment, critical analysis and set up projects/initiatives to drive results. Work with stakeholders and management to identify and execute on opportunities for process improvements. Support team's end-to-end delivery of key mandates. Develop constructive relationships within and outside the team, including communication of key messages and updates to relevant stakeholders in a timely manner and managing stakeholders expectations and determining actions to improve FP&A services, as necessary. Qualifications and Skills
3+ years experience in FP&A roles, ideally in financial services or related industries. Self-starter with a strong sense of initiative and ability to execute and deliver high-quality results with minimal supervision. Experience with supporting change and reporting transformation efforts. Background in reporting and analysis and related modeling experiences. Strong verbal and written communication and presentation skills. Proficiency with Word, Excel, PowerPoint, Power BI, Tableau (along with ability to quickly learn new programs and applications) Anaplan model building experience Strong attention to detail and ability to independently with limited supervision. Collaborative and demonstrated ability to work with a team in dynamic environment. Ability to effectively build and manage relationships with team members and colleagues 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.
We are seeking an experienced Finance Associate with strong communication and analytical skills to join SMBC Americas Division's Financial Planning & Analysis (FP&A) Expense Management team. The Associate will work with core Finance teams (Controllers, Tax etc.) and other key colleagues (HR, Technology, Risk, Compliance, Business Management etc.) and will support Anaplan implementation as well as maintenance after go-live. Additional responsibilities will include supporting management reporting and budgeting, and forecasting processes for expenses and headcount. Experience in expense management and headcount governance is ideal. The individual should be skilled in presentation development, financial data analysis and scenario modelling to drive actionable insight. The Associate will be responsible for supporting key initiatives including annual expense budgeting cycle, monthly forecasting and ad-hoc analysis for the U.S. CFO and other senior stakeholders and independently managing production of standard management reports and presentations. Responsibilities
Play an integral role in Anaplan model development and support Support annual planning and monthly actuals and forecasting processes, working with core Finance teams and cross-functional stakeholders. Develop monthly management reporting for expenses and headcount for various stakeholders Identify, challenge and communicate risks and impacts to team while considering business implications and dependencies. Support key stakeholders in the enhancement of headcount and expense management processes. Support the execution of key initiatives including performing gap assessment, critical analysis and set up projects/initiatives to drive results. Work with stakeholders and management to identify and execute on opportunities for process improvements. Support team's end-to-end delivery of key mandates. Develop constructive relationships within and outside the team, including communication of key messages and updates to relevant stakeholders in a timely manner and managing stakeholders expectations and determining actions to improve FP&A services, as necessary. Qualifications and Skills
3+ years experience in FP&A roles, ideally in financial services or related industries. Self-starter with a strong sense of initiative and ability to execute and deliver high-quality results with minimal supervision. Experience with supporting change and reporting transformation efforts. Background in reporting and analysis and related modeling experiences. Strong verbal and written communication and presentation skills. Proficiency with Word, Excel, PowerPoint, Power BI, Tableau (along with ability to quickly learn new programs and applications) Anaplan model building experience Strong attention to detail and ability to independently with limited supervision. Collaborative and demonstrated ability to work with a team in dynamic environment. Ability to effectively build and manage relationships with team members and colleagues 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.