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MUFG VP, Portfolio Financial Analysis Manager- Transaction Banking in New York, New York

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

Position Summary:

Reporting to the Head of TBA Product Revenue Management - This position will be responsible for driving the budget and forecast process for Transaction Banking Product organization. Core duties include the analysis and development and coordination of the annual budget and forecast process. Responsible for monthly business performance reporting and wider team ad-hoc analysis. Prepare forecasting and explanations of variance to budget to management. Recommend changes to the budget based on management strategies, business activities and for future needs. Build and prepare monthly financial reports for Executives and managers. Renders financial advice for planning and decision making.

Key responsibilities include:

  • Responsible for comprehensive and complex financial analyses.

  • Prepare complex analytical and financial reports. Support finance and accounting-based research and analysis projects across the Product P/L and GL structure.

  • Provide written analysis and interpretation of results. Recommend financial decisions. Make presentations and recommendations to management.

  • Develop and Manage Product Portfolio Analysis – Establish framework for product management financial reporting, includes management Product MBR/ QBR process, monthly reporting, and deep dive revenue and cost analysis.

  • Support the analysis of the client pricing process. Work with Product Managers to determine standard pricing, and review / approve exception pricing, and manage annual pricing and agreement reviews.

The incumbent should be highly motivated and organized, with exceptional communication skills who not only demonstrates strong written and oral communication skills but is an excellent listener. The individual must be able to manage multi-faceted engagements and is a problem solver who can quickly identify and address complex issues, aligning teams across multiple organizations.

Qualifications:

  • Bachelor’s degree with strong quantitative and data analysis skills

  • 5-7 years of experience with a strong background in business analysis or equivalent experiences

  • Cash Management / Transaction Banking product knowledge in payables and receivables products, includes understanding product value proposition, market and regulatory trends, and operational and technology requirements, that could influence its go forward strategy.

  • Strong command of oral and written English communications skills

  • Strong proficiency in business analyst methodology and templates with deep analytical skills.

The typical base pay range for this role is between $109K - $168K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary (https://careers.mufgamericas.com/sites/default/files/document/2023-01/mb-live-well-work-well.pdf)

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.

At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!

Our Culture Principles

  • Client Centric

  • People Focused

  • Listen Up. Speak Up.

  • Innovate & Simplify

  • Own & Execute

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