Associate, Finance Change Management

Company: SMBC Group
Location: Charlotte
Posted on: March 7, 2026

Job Description:

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. Role Description Finance Change is primarily responsible for establishing and managing large-scale programs focused on implementation of processes, methodologies, and systems that meet regulatory requirements and industry best practices. Within the larger Finance Change team, the Data Governance team, namely the Functional Data Office (FDO) is focused on ensuring that the sub functions within finance meet the data governance requirements established by the AD Chief Data and Analytics Organization (CDAO). To support SMBC Americas BCBS compliance as mandated by our Head Office, SMBC Finance is executing a major initiative to meet the gaps identified by the BCBS 239 assessment. The FDO team within Finance has identified Tier 1 KDU’s that need to meet the data governance requirements laid out by the policies of the CDO office, in particular to meet the requirements of the BCBS gap assessment. The Vice President will be responsible for rigorously executing upon and managing a portfolio of prioritized finance data strategy and data management (including setting up adequate data governance), working closely with senior stakeholders across SMBC Americas. Responsibilities Manage a portfolio of prioritized finance data governance initiatives / workstreams Support the identification and establishment of the Key Data Uses (KDU) inventory for the finance function Work with finance data stewards to identify and onboard the Key Data Elements (KDEs) for all of the identified KDUs, including documenting definitions, gathering and validating metadata, securing approvals from data owners and data stewards, completing the onboarding templates as required by the CDAO office Work closely with the AD FDO team to document data quality controls that meet the standards laid out by the AD CDAO office Support the implementation of data quality rules in alignment with the CDAO guidelines, working closely with the CDAO data quality rules implementation team Identify data quality issues and exceptions and ensure they are captured in the firms data quality issues repository Work closely with the AD finance data governance team to perform root cause analysis of the data quality rules and drive remediation Identifying, developing, and maintaining key aspects of the firms Data Lineage exercise - in line with best practices and industry expectations Support the finance functions ongoing initiative to source reference data from the firms strategic sources Contribute to the ongoing buildout of a reference data operating model and the associated workflows Contribute to the overall design and implementation of programs and/or technology strategy to establish projects that deliver sustainable, scalable solutions. Lead gap assessments against data policies and standards and reporting (management or regulatory) requirements to identify gaps and determine remediation plans Partner with finance SMEs, Chief Data Office, IT, and other stakeholders in implementing target state data controls and data governance framework Perform ongoing monitoring and provide transparent reporting to impacted stakeholders and senior management. Build relationships with key internal/external stakeholders centered on collaboration, flexibility, and thoughtfulness Qualifications and Skills 4-7 years on data analytics, data quality, and compliance of finance or financial regulatory reporting. Exceptional written and verbal communication skills Experience working on complex business analysis and cross functional projects With proficient IT skills including but not limited to various Microsoft applications, Power BI or SQL, is a plus. Demonstrate ability to challenge the status-quo and drive results Knowledge of various financial products, banking, or accounting (preferable) Team-worker with ability to work independently. Bachelor of Science in Accounting, Business or equivalent ; MBA a plus 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.

Keywords: SMBC Group, Columbia , Associate, Finance Change Management, Accounting, Auditing , Charlotte, South Carolina