About this role
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., JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
Role Description
Within the Business Control Department Americas Division, the Business Administration function is responsible for supporting the management, governance, and day-to-day operations of Americas Division Operations (“AD Operations”). The team provides business administration, management reporting, operational governance, and analytical support across AD Operations. Responsibilities include headcount reconciliation and organizational reporting, Change-the-Bank (“CtB”) project and budget administration, location-strategy reporting, operational dashboards, and the preparation of management presentations and recurring communications. In addition, the team supports the Functional Control Office and Operations Examinations Support function. These responsibilities are consistent with the Business Administration function’s broader role in supporting leadership execution, planning, reporting, budgeting, communication, and day-to-day business operations.
The Analyst’s primary focus is on executing recurring Business Administration responsibilities and time-sensitive assignments within established policies, procedures, and reporting timelines while balancing multiple priorities. The Analyst coordinates management reporting inputs and materials for Operations Checkpoints, Operations Update Meetings, management working groups, and end-of-day reporting processes. Individuals are expected to collaborate with stakeholders across multiple Operations functions, maintain accurate and presentation-ready deliverables, and contribute to workflow improvements through Excel, PowerPoint, and related reporting and data-transformation tools. Based on developing capabilities and experience, the Analyst may independently manage assigned processes, support cross-functional projects, train incoming staff, develop reporting enhancements, and assist with initiatives that improve operational efficiency and management visibility.
Responsibilities
- Execute recurring Business Administration responsibilities and ad hoc assignments in support of AD Operations, balancing multiple priorities while delivering accurate and timely work.
- Perform headcount reconciliation and maintain organizational reporting resources, including the AD Operations organizational chart.
- Support CtB project and budget administration, including the maintenance and enhancement of project budget reporting.
- Prepare management presentations and recurring communications, including EMC and MOR materials and weekly operational updates.
- Support location-strategy reporting, operational dashboards, and other analytical deliverables used by management.
- Assist with First-Line Control Office and Operations Examinations Support activities, including RCSAs, FLOD testing, KRIs, control inventories, operational risk events, and audit-related support.
- Coordinate recurring operational governance activities, including Operations Checkpoints, Operations Update Meetings, and management working groups.
- Execute New Business related responsibilities and provide support for additional Business Administration processes as business needs evolve.
- Coordinate and support AM and PM Operations Checkpoints and other recurring operational oversight activities.
- Produce clear, concise, and presentation-ready materials using Excel and PowerPoint to support operational reporting and management communication.
- Identify opportunities to improve recurring processes and increase workflow efficiency through enhanced reporting, data visualization, and data-transformation capabilities.
Qualifications and Skills
- Recommended years of experience: 1-3 years
- Bachelor's degree in Business, Finance, Accounting, Economics, Management, or a related field
- Experience supporting business management, operations, PMO, finance, or controls function
- Experience with budget and headcount reporting
- Knowledge of operational risk, controls, audits, and governance frameworks
- Ability to manage multiple projects and deadlines simultaneously
- Experience preparing materials for senior management and executive committees
- Management Reporting & Executive Presentations
- Advanced Excel & Data Analytics
- Stakeholder Management
- Headcount / Budget Administration
- Operational Governance & Risk Support
Additional Requirements
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 [email protected].