Planning & Performance Analyst - Vice President,
London, LND, GB, EC2M 2AT
SMBC: A trusted partner for the long term
Here at SMBC Group, we want to help you find the next step in your career so read on to discover if this opportunity is the one for you. We like to recognise potential in our people, so we welcome your application even when your experience doesn’t perfectly align with the job description. Whilst we’ll always strive to be better, we’re proud of our inclusive culture, and encourage our applicants and colleagues to be their authentic, unique selves.
Who we are
United by a sense of purpose towards our customers – to be a trusted partner for the long-term – and our universal banking platform in EMEA, SMBC Group has an international growth agenda and award-winning products, meaning we provide exciting opportunities to work on a diverse range of projects and initiatives. We deliver a full suite of corporate finance products and solutions to our customers as well as investment banking and advisory services, and a range of innovative solutions in global capital markets. Read on to find out how you could enhance your skills and gain valuable experience, by joining us to support our clients transition to a sustainable future.
Role Summary
Is the next step in your career at SMBC Group EMEA? We’re looking for a Planning & Performance Analyst (Vice President) for our Operations and Planning Department (OPPD) to join our team.
The purpose of this role is to analyse financial and workforce data, create forecasts and provide insights to support strategic decision-making through:
- Maintaining oversight of the budgeting and financial reporting process
- Undertaking financial modelling, and performance analysis to enable senior managers to make informed choices.
- Examining financial statements, trends, and performance metrics to understand the current financial state.
- Developing and maintaining financial models to project future performance, assess different scenarios, and support strategic planning.
- Assisting in the development of annual budgets, forecasts, and long-range financial plans.
- Evaluating actual performance against targets and budgets, identifying variances, and recommending corrective actions.
- Providing financial analysis and insights to support strategic priorities, such as workforce planning, cost control and scenario modelling.
- Preparing and presenting financial reports to management, highlighting key findings, trends, and recommendations.
- Support effective internal relationships with the Strategic Planning Department and senior managers within OPPD by gathering and analysing data, preparing financial plans, and resolving issues.
Business Area
The remit of OPPD spans all SMBC EMEA entities and countries, all business units and supporting functions, including:
- OPPD Planning Group: Responsible for enhancing and improving the operating effectiveness of the Operations Planning Department.
- Transformation and Change Management Group: Responsible for programme and project design and delivery, change methodology and toolset and providing Project Management and Business Analyst resources to support programmes and projects.
- Data Management Group: Responsible for the Data Strategy, design of the Data Architecture and supporting delivery of data solutions.
- Financial Crime Business Service Management Group: Responsible for strengthening our first line financial crime capability, particularly as we strive to grow our Transaction Banking business
- Operational Resilience: Responsible for strengthening the firm’s operational resilience, management of third-party providers (internal and external) and managing third party risk.
- CRES: Responsible for Corporate Real Estate & Services, Health & Safety, Workplace adjustments and services, Technical and Environmental services and Security & Risk.
- Control Office: Responsible for mitigating non-financial risks, including but not limited to operational risk and compliance risk within the First Line of Defence (1LoD) of SMBC EMEA
Position Description
Experience, Skills and knowledge:
- Strong analytical and quantitative skills: The ability to analyse complex financial data, identify trends, and develop financial models.
- Financial Modelling: Experience using financial modelling software and techniques.
- Knowledge of financial reporting and accounting principles: Understanding of financial statements, budgeting, and forecasting processes.
- Excellent communication and presentation skills: The ability to effectively communicate financial information to both technical and non-technical audiences.
- Problem-solving and decision-making skills: The ability to identify and analyse financial problems, develop solutions, and make informed recommendations.
- Attention to detail: Ensuring accuracy and integrity of financial data and reports.
- Budget Forecasting: Experienced in setting up and running efficient budgeting and forecasting approaches
- Senior Stakeholder Management: Ability to draw out narrative and insights from finance data for senior audiences
- Track record of success: Proven experience in financial analysis, planning or strategy within banking or financial services.
- Planning & Performance Tools: Experience with Anaplan or other enterprise planning platforms is highly preferred
- Education & Professional qualifications: Degree in Finance, Economics or Business; professional qualifications (e.g. ACCA / CMA) preferred
Competencies
What we offer
For all the expertise and experience you bring to help us make a difference, it’s only sustainable if we support you to build your career and be your best self so we offer competitive company benefits, centred around promoting positive well-bring and work-life balance. We also believe in fostering a diverse and inclusive work environment, where all team members perspectives and contributions are valued. Initiatives in place which promote a diverse and inclusive culture and healthy work life balance include hybrid working, Sport & Social Clubs and Diversity and Inclusion networks.
As an employee of SMBC you have access to a host of both useful and exciting benefit offerings. See below some of the benefits on offer to you:
- Hybrid and flexible working
- Competitive paid leave days
- Benefits to support your physical wellbeing, including private medical insurance and life and invalidity insurance
- Various policies to support your mental wellbeing, including a robust behavioural health network with counselling and coaching services
- Access a wide range of learning and development opportunities and career progression opportunities
- Ambitious remuneration package
So, if you like a challenge and want to continuously grow and develop in a role where you will be supported along the way by a dynamic and diverse team, apply today!!
We recognise our role as a bank to support social change and welcome all applications, including those from groups often under-represented in financial services. We value the uniqueness of professional and personal, backgrounds and perspectives as they play a vital role in continuing the sustainable growth of our organisation. We’ll ensure reasonable adjustments to our recruitment process are offered due to a disability or long-term condition whenever requested.