Anaplan Modeller, AVP

Section 1 – Details

Job Title / Corporate Title

Anaplan Modeller, AVP

Department / Group

OPPD / Transformation & Strategy Planning Group

Responsible to / Line Manager

Louis Mitchell – Transformation Planning ED

Direct Reports

No direct reports.

Location

100, Liverpool Street, London

Date Prepared

Nov 2024

Certification regime

Out of scope

Section 2 – Purpose of Job

The purpose of this role is to support the design, build and deployment of Anaplan across EMEA Operations (OPPD, ITSD, OAD & SMFD). We are looking for a self-starter with an analytical skillset to play a lead role working closely with Planning teams and other key stakeholders to significantly improve the quality and efficiency of planning processes.

Section 3 – Background

Sumitomo Mitsui Financial Group (SMFG) is one of the world’s largest financial institutions headquartered in Japan, with an established presence across retail and wholesale banking businesses. It offers a diverse range of financial services, including commercial banking, securities and derivatives, leasing, consumer finance and asset management. SMFG’s consolidated total assets were 295 trillion Yen as of 31 March 2024, which is, at the current exchange rate, approximately $2 trillion (USD).

Sumitomo Mitsui Banking Corporation (SMBC) is the core banking arm of SMFG, accounting for approximately 75% of SMFG’s income. It is a global bank with presence with 150 offices in circa 40 countries.  Given the demographic and GDP growth dynamics of Japan, international expansion across non-Japan Asia, EMEA and the Americas has been at the heart of SMBC’s strategy and continues to be the growth engine of SMFG globally.

SMBC has a long-established presence in EMEA, first opening its operations in London in 1917. Today SMBC operates out of two banking and markets subsidiaries.

• SMBC Bank International plc (SMBC BI) in London, which oversees its UK, Middle East and Africa operations.  It is regulated by the Prudential Regulation Authority (PRA) and the Financial Conduct Authority (FCA).
• SMBC Bank EU AG (SMBC EU) in Frankfurt, which post Brexit, oversees all EU and EEA operations. It is authorised by the European Central Bank (ECB) and supervised by Bundesanstalt fur Finanzdienstleistungaufsicht (Federal Financial Supervisory Authority, BaFin).

SMBC BI, acting as the regional head office in EMEA, has delivered the full suite of debt financing and hedging solutions. SMBC BI has recently integrated the securities business such as capital markets and major Sales & Trading business that SMBC Nikko Capital Markets Ltd had been offering, to become the first Universal Bank in the Japanese banking industry in the UK.

Operations Planning Department (OPPD) department supports all SMBC EMEA (all entities and countries, all business units and supporting functions) and includes:

• Transformation & Strategy Planning Group. Transformation Strategy, design of the Target State for SMBC EMEA, governance of Transformation Programmes and prioritisation of the transformation budget. Additionally, Planning / Business Management for the Operations Planning Department (OPPD)
• Change Management Group. Programme and project design and delivery, change methodology and toolset and providing Project Management and Business Analyst resources to programmes and projects.
• Service Management Group. Service Management Methodology and supporting Business Service Owners in their roles overseeing the end-to-end delivery of business services
• Corporate Real Estate & Services. Manages corporate workplaces, Business Continuity Management, Travel Management, Physical Security and a number of other services.
• Third Party Management. Management of third-party providers (both internal and external) and managing third party risk.
• Data Management Group. Data Strategy, design of the Data Architecture and supporting delivery of data solutions.

Section 4 – Facts / Scale

OPPD play a critical role in the success of SMBC EMEA, and this role will improve the effectiveness of OPPD and support the key initiatives that OPPD are leading.

Section 5 – Accountabilities & Responsibilities

SMBC EMEA is starting on it’s journey to deploy Anaplan for a range of planning and analysis use cases. Join us at this pivotal stage in our journey to significantly uplift our planning processes and technology. The Operations Planning team is leading this working closely with stakeholders in SMBC Global Planning Department who deployed Anaplan a number of years ago.

In this role you will be responsible for SMBC EMEA’s Anaplan models – working closely with an implementation partner who will provide short term model building capacity and expertise. You will be engaged in the design, test and build of planning related models and processes. Key responsibilities include:

• Work with internal team members to gather requirements and build models that meet those requirements
• Creating data inputs and outputs to designing calculations and mapping out business processes
• Requirements gathering, design and build, UAT, governance and documentation
• Configuring and maintaining Anaplan lists, modules, dashboards, actions, and other model settings to meet business needs and testing new ideas and functionality to enhance current Anaplan models
• Being well connected to Anaplan users to ensure they don’t default to legacy based planning tools/approaches
• Keeping up to speed with latest product releases on the Anaplan platform, working in line with Anaplan best practices to ensure that desirable functionality is adopted into the existing and future modelling capabilities
• Providing guidance to planning team members
• Training and assisting users on Anaplan on how to get the best from the system, as well as explaining the inner workings where necessary

Section 6 – Knowledge, Skills, Experience & Qualifications

Essential

• Experience with building and maintaining financial, headcount or operational planning models
• Experience with Anaplan is beneficial
• Knowledge or Experience in the financial services industry would be advantageous

Desirable

• PowerBI, VBA, Tableau, Alteryx, SQL or Equivalent
• Experience working in Business Management, Data Management or Planning roles
• Stakeholder Management – proven ability to engage stakeholders at multiple levels and capable of influencing to gain agreement and resolve conflict