About Us

Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the worlds leading financial groups. Headquartered in Tokyo and with over 360 years of history, MUFG has a global network with over 2,100 locations in more than 50 markets. The Group has over 160,000 employees and offers services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing.

The Group aims to be the worlds most trusted financial group through close collaboration among our operating companies and flexibly respond to all of the financial needs of our customers, serving society, and fostering shared and sustainable growth for a better world. MUFGs shares trade on the Tokyo, Nagoya, and New York stock exchanges.

MUFG Bank, Ltd. is Japans premier bank, with a global network spanning more than 50 markets. Outside of Japan, the bank offers an extensive scope of commercial and investment banking products and services to businesses, governments and individuals worldwide.

In Asia, MUFG has a presence across 20 markets Australia, Bangladesh, Cambodia, China, Hong Kong, Indonesia, India, South Korea, Laos, Malaysia, Mongolia, Myanmar, New Zealand, Pakistan, Philippines, Singapore, Sri Lanka, Taiwan, Thailand and Vietnam.

It has also formed strategic partnerships with some of the most prominent banks in Southeast Asia, further augmenting its unrivalled network across the region Vietin Bank in Vietnam, Krungsri in Thailand, Security Bank in the Philippines and Bank Danamon in Indonesia.

MUFG Global Service Private Limited:

Established in 2020, MUFG Global Service Private Limited (MGS) is 100% subsidiary of MUFG having offices in Bengaluru and Mumbai. MGS India has been set up as a Global Capability Centre / Centre of Excellence to provide support services across various functions such as IT, KYC/ AML, Credit, Operations etc. to MUFG Bank offices globally. MGS India has plans to significantly ramp-up its growth over the next 18-24 months while servicing MUFGs global network across Americas, EMEA and Asia Pacific

About the Role:

Position Title: Financial Planning and Analysis (US Process)

Time Zone: EMEA (GMT)

Corporate Title: Assistant Vice President, FPA

FP&A; experience: 8-10 years

Location: MGS - Bengaluru

Job Profile:

Position details:

We are looking for FPA professional to supportand contribute to the management for Americas Banking and Global Markets business with management reporting, budgeting, and forecastingalong with driving process excellence

Roles and Responsibilities:

- Primary task includes leading the planning and forecasting processes by proactively working with FP&A; team and Business
- Managing Preparation,



review and presentation of flash, monthly financial summary and monthly business reviews for senior management.
- Detailed Balance Sheet Analysis and forecasting including RWA projections which were used for Legal Entity movement of business.
- Annual operating plan and multi-year strategic plan in alignment with the strategy of the business.
- Support budget and forecasting processes including creating management presentation materials
- Preparing regular MI for the Banking & Global Markets Americas businesses across all entities.
- Provide additional support for executive reporting including board meetings and other governance forums.
- Assist in managing business line hierarchies and reporting views.
- Work in support of Americas Banking & Global Markets CFO and business heads as we provide analytical support to drive business and organizational initiatives.
- Close collaboration with Business, delivering detailed financial analysis and insights for strategic decision making, optimized resource allocation, and driving business performance improvements.
- Leading the corporate planning and Outlook process by establishing business targets, market volume projections, interest rate forecasts, and other macroeconomic assumptions, ensuring alignment with corporate objectives and business unit strategies.
- Implementing forecast framework that integrated advanced deal pipeline analytics and historical data trends, resulting in improved revenue forecasting.
- Cross collaboration with product control to ensure P&L; are reported accurately.

Job Requirements:

Preferred Technical and Qualified Expertise:

- Working Excel knowledge (lookups, sum ifs, pivots, arrays, etc.),
- Proficient with Power Point.
- Strong MI reporting skillset.
- Core understanding of markets businesses, corporate finance concepts, and general accounting knowledge.
- Knowledge of Hyperion Essbase & Anaplan is a plus but not required
- Masters Degree, preferably in Finance or Accounting

Skills and Experience:

- Industry Expertise: A deep understanding of the banking landscape, including regulatory requirementsand products like Loans, guarantees, Trade Finance, cash equities or derivatives.
- Financial Acumen: Strong background in accounting principles, budgeting,



and financial reportingsystems like SAP or Microsoft Dynamics.
- Project Management and driving efficiency: Proficiency in transition methodologies and managingcross-functional teams across different time zones. Drive the efficiency agenda for bank and securities businessesby reducing the overlapping processes.
- Good working knowledge of Microsoft Office (Proficient with Excel/VBA, Word and Access)
- Excellent communication skills
- Results driven, with a robust sense of accountability
- A proactive, motivated approach.
- The ability to operate with urgency and prioritize work accordingly
- Strong decision-making skills, the ability to demonstrate sound judgement
- Excellent attention to detail and accuracy
- A calm approach, with the ability to perform well in a pressurized setting

Qualifications:

- Experience of 8-10 years working in Financial Planning & Analysis teams in Bank/ Bank captive or a big 4 accounting firm practice.
- Masters degree/ Chartered Accountant and relevant accounting qualifications.

Performance and Duties:

- The role holder will be assessed in accordance with their employing entitys performance framework and process with relevant input obtained from the dual hatting entity as relevant.
- As duties and responsibilities change, the job description will be reviewed and emended in consultation with the role holder. The role holder will carry out other duties as are within the scope, spirit and purpose of the role as requested by their line manager or Department Head.
- Managing conflicts of interest/dual hat status (If Applicable) - The role holder will have responsibilities for both MUFG Bank and MUFG Securities. Additionally, the candidate may be required to manage Finance Function for the rest of Americas region.
- The role holder will be required to perform their duties and responsibilities on an entity neutral basis, without favor.
- The role holder is required to follow regulatory requirements applicable to ensure each business is appropriately supported and to maintain the legal entity integrity of each of MUFG Bank and MUFG Securities.

Equal Opportunity Employer:

The MUFG Group is committed to providing equal employment opportunities to all applicants and employees and does not discriminate on the basis of race, colour, national origin, physical appearance, religion, gender expression, gender identity, sex, age, ancestry, marital status, disability, medical condition, sexual orientation, genetic information, or any other protected status of an individual or that individual's associates or relatives, or any other classification protected by the applicable laws.

📌 Assistant Vice President, FPA (Bengaluru)
🏢 MUFG Global Service (MGS)
📍 Bengaluru