Financial Planning & Analysis - Manager

Quest Oracle Community; Bengaluru; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

State Street seeks an Officer (Manager) in Client Profitability Transformation, Analytics & Technology in Bengaluru. The role drives automation, data analytics, and process improvements, partnering with Finance, DART, and Analytics teams to enhance profitability insights and reporting.

You will guide junior staff and help implement future-state initiatives. The position focuses on delivering measurable business benefits, strengthening controls, and enabling scalable profitability platforms

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, Information Systems, Data Analytics, or related field.
• MBA, CPA, CFA, or equivalent qualification is a plus.
• 6-8 years of experience in Finance, FP&A, Client Profitability, or related disciplines.

Responsibilities

• Support execution of the Client P&L automation roadmap and transformation objectives.
• Identify and implement automation opportunities across production, reporting, and analytics.
• Maintain dashboards and metrics for productivity, quality, and business benefits.
• Partner with technology and analytics teams to deliver solutions and improvements.
• Contribute to PCM implementation, testing, and adoption activities.
• Provide day-to-day guidance and coaching to junior team members.

Skills

Analytical Thinking

Collaboration

Attention to Detail

Execution & Delivery

Technology Orientation

Education

Bachelor's degree in Finance/Accounting/Economics/Business

MBA / CPA / CFA or equivalent

Tools

PCM / HPCM / Oracle EPM

Alteryx

Power BI

Tableau

SQL

Job description

Job Description:

Officer (Manager), Client Profitability (Client P&L) - Transformation, Analytics & Technology

Function: Client Profitability (Client P&L)

Grade / Band: Officer (Manager level)

Reports To: Vice President, Client P&L Transformation, Analytics & Technology

Role Purpose

The Officer (Manager), Client Profitability (Client P&L) Transformation, Analytics & Technology, supports the delivery of the Client Profitability transformation agenda through automation, technology adoption, data analytics, and continuous process improvement. Working under the direction of the Vice President and senior leaders, the role executes automation and reporting initiatives, partners with Finance, Technology, DART (Data, AI & Automation Office), and Analytics teams, and contributes to PCM implementation and future-state profitability technology initiatives. The role combines hands-on delivery with day-to-day coordination of process improvements that enhance efficiency, controls, transparency, and analytical capability.

Key Responsibilities

Transformation, Automation & Continuous Improvement

• Support execution of the Client P&L automation roadmap in line with Finance Transformation objectives.
• Identify and implement automation opportunities across production, reporting, and analytics processes.
• Contribute to process simplification initiatives that improve scalability and strengthen controls.
• Assist in refining operating models with stakeholders to improve efficiency.
• Maintain metrics and dashboards that track productivity, quality, and business benefits.

DART Partnership & Innovation

• Act as a Client P&L point of contact for assigned DART initiatives.
• Participate in the evaluation and testing of AI, Automation, and Analytics solutions.
• Support Finance AAA (Automation, Analytics & AI) capabilities.
• Contribute ideas for innovation and continuous improvement.

PCM Implementation & Technology Support

• Support PCM implementation, enhancements, and adoption activities.
• Assist with requirements gathering, testing, UAT, and implementation tasks.
• Help migrate manual allocation methodologies into scalable platforms.
• Support improvements to traceability, controls, reconciliations, and reporting.

Client P&L Systems & Analytics

• Build and apply working knowledge of methodologies, systems, and data architecture.
• Support data quality, allocation, reporting, and analytics enhancements.
• Help develop self-service reporting and dashboards.
• Prepare profitability analyses and insights for review.

Business Partnering & Stakeholder Management

• Collaborate with relationship managers, pricing, finance, and technology partners.
• Translate business requirements into functional and technical specifications.
• Prepare and present findings, issues, and outcomes to team leadership and stakeholders.
• Support cross-functional coordination and follow-up on deliverables.

People & Teamwork

• Provide day-to-day guidance and coaching to junior team members and analysts.
• Foster a culture of accountability, collaboration, and continuous learning.
• Support change management and adoption activities within the team.
• Take ownership for delivering assigned transformation tasks, adoption milestones, and business outcomes.

Required Qualifications

Education

• Bachelor's degree in Finance, Accounting, Economics, Business, Information Systems, Data Analytics, or related field.
• MBA, CPA, CFA, or equivalent qualification is a plus.

Experience

• 6-8 years of experience in Finance, FP&A, Client Profitability, Business Analytics, Finance Transformation, or related disciplines.
• Experience contributing to transformation, automation, or technology projects.
• Experience partnering with Technology teams to deliver business solutions.
• Good understanding of financial reporting, profitability analytics, allocation methodologies, and management reporting.

Technical Skills

• PCM / HPCM / Oracle EPM platforms (working knowledge)
• Alteryx
• Power BI
• Tableau
• SQL
• Exposure to AI, Automation & Analytics technologies
• Data management and reporting platforms
• Familiarity with financial systems integration and process automation solutions

Core Competencies

• Analytical Thinking
• Technology & Innovation Orientation
• Attention to Detail & Accuracy
• Collaboration & Communication
• Execution & Delivery Focus

Behaviors

• Support innovation and continuous improvement in day-to-day work.
• Demonstrate ownership and accountability for assigned deliverables.
• Deliver on transformation tasks, adoption objectives, and business outcomes.
• Collaborate effectively across business and technology teams.
• Contribute to automation and digital transformation efforts.
• Support and mentor junior colleagues.
• Use data to inform decisions and recommendations.

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.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement