Financial Planning & Analysis - Assistant Manager

Institute of Management Accountants, Inc.; Bengaluru; On-site; INR 900,000 - 1,500,000; Full time

Job summary

State Street is seeking a Senior Associate (Assistant Manager) in FP&A to support the GM/GCF Revenue portfolio. You will focus on revenue reporting, forecasting, budgeting, and insights to drive business decisions. Strong modeling, communication, and controls mindset are essential in a global finance environment.

The role requires an MBA Finance, CA, or M.Com with 5–7 years of FP&A experience, and collaboration with Finance, Billing, and Operations teams across regions.

Qualifications

• MBA Finance, CA, or M.Com with 5 to 7 years of FP&A experience.
• Hands-on FP&A experience including revenue finance, budgeting, forecasting and variance analysis.
• Strong communication and presentation skills with senior stakeholders.
• Detail-oriented with strong analytical thinking and controls mindset.

Responsibilities

• Prepare revenue reporting packs monthly/quarterly with actuals, variance commentary and insights.
• Support budgeting, forecasting, and multi-year planning with driver analysis.
• Produce revenue waterfall reports and key financial schedules explaining movements.
• Collaborate with CFO teams, Billing, Accounting, and stakeholders to validate results.
• Conduct reviews on revenue topics including recognitions, accruals and adjustments.

Skills

Revenue analysis

Forecasting

Management reporting

Financial modeling

Stakeholder communication

Attention to detail

Education

MBA Finance

CA

M.Com

Tools

Hyperion Essbase

SmartView

Power BI

Alteryx

AI-enabled tools

Job description

Financial Planning & Analysis - Assistant Manager

Senior Associate (Assistant Manager) - GM/GCF Finance (Revenue)

Basic Purpose of Job:

The Senior Associate (Assistant Manager) - GM/GCF Finance (Revenue) will support core Finance and FP&A activities for the GM/GCF Revenue portfolio. The role will focus on revenue reporting, financial analysis, forecasting, budgeting, variance commentary, and business performance insights to support Finance leadership and business decision-making. The candidate should bring strong finance fundamentals, including revenue analysis, planning, forecasting, management reporting, and financial controls awareness, preferably within the financial services industry. The position requires sound analytical judgment, strong financial modeling capability, effective stakeholder communication, and the ability to translate financial data into clear business insights.

Job Responsibilities:

• Prepare daily, monthly, and quarterly revenue reporting packs, including actuals analysis, variance commentary, trend analysis, and management insights.
• Support budgeting, forecasting, periodic outlook, and multi-year planning cycles, including revenue build-up, driver analysis, and comparison of actuals versus plan.
• Produce revenue waterfall reports, volume metrics, run-rate analysis, and key financial schedules to explain movements across products, clients, regions, and business drivers where applicable.
• Partner with CFO teams, Billing, Accounting, and business stakeholders to validate revenue results, resolve reporting breaks, and ensure finance outputs are complete, accurate, and well controlled.
• Perform finance reviews on complex revenue topics, including revenue recognition trends, accruals, forecast movements, budget variances, cost allocations, and accounting-related adjustments.
• Develop ad-hoc financial analysis, dashboards, and executive summaries to support business reviews, strategic planning, revenue outlook discussions, and management decision-making.

Education and Experience:

• MBA Finance, CA, or M.Com with 5 to 7 years of relevant experience, ideally across one or more of the following areas.
• Hands-on experience in FP&A, revenue finance, management reporting, budgeting, forecasting, outlook, variance analysis, and financial commentary within a global finance environment.
• Experience working with Finance, Accounting, Billing, Operations, and business teams to support revenue close, reporting accuracy, forecast submissions, and issue resolution.
• Strong communication and presentation skills, with the ability to engage effectively with senior stakeholders.
• Demonstrated ability to deliver accurate finance outputs through attention to detail, analytical thinking, strong controls mindset, problem-solving, and accountability.
• Willingness to take on challenges and independently drive issues and queries to resolution.

Skills/ Knowledge:

• Ability to manage multiple priorities and deliver accurate, high-quality results in a fast-paced, deadline-driven environment.
• Strong communication skills, with the ability to present analysis and insights effectively to senior stakeholders.
• Strong sense of ownership, with the ability to drive deliverables to completion within agreed timelines.
• Strong understanding of revenue, profitability drivers, financial statements, accruals, budgeting, forecasting, and performance management concepts.
• Advanced Excel and PowerPoint skills, including financial modeling, pivot tables, formulas, reconciliations, variance analysis schedules, and management presentation preparation.
• Knowledge of Hyperion Essbase, SmartView, Power BI, Alteryx and AI-enabled tools will be an advantage.
• Detail-oriented, with strong analytical skills and the ability to convert financial data into clear, accurate, and actionable business insights.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.