Job Details

Planning Specialist - New York, NY

Position: Planning Specialis

Industry: Finance

Location: New York, NY

Salary: 66K-77K

Status: Direct Hire/Full-time

Ref #: 30328


  • Manage relevant financial matters including budget preparation, management accounting, expense control, etc.
  • Cover various projects including our new derivatives business, any company-wide reorganizations, new systems, regulatory preparation etc.
  • Support tasks related to group company contracts, like service level agreements and dual employee agreements.
  • Provide strategic reporting to our Tokyo Head Office, the bank’s Capital Markets management, and relevant group entities.
  • Maintain strong relationships with members of the Planning Department, senior management, relevant departments, and the bank’s group entities.
  • Effectively collaborate on meetings & discuss key topics with internal stakeholders and management teams.


  • Bilingual Japanese language skills (verbal & written) required for communication with Tokyo head office.
  • Knowledge of finance, accounting, and financial products including derivatives is preferred.
  • Project management skills are preferred.
  • High degree of attention to details and an ability to complete work accurately and in a timely manner against strict deadlines.
  • Excellent communication skills; able to present clearly and articulately to senior management.
  • Ability to work well with internal departments across various departments and the bank’s group entities.

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