Finance Data Transformation Lead, Vice President

State Street; Boston (MA); On-site; USD 110,000 - 189,000; Full time

Benefits offered by this job

401K with match

Insurance coverage

Paid time off

Employee Assistance Program

Incentive compensation

Savings plans

Job summary

State Street seeks a Vice President, Finance Transformation Lead to drive end-to-end transformation across Finance and Treasury processes in a hands-on, data-driven role. You will build and present evidence-based business cases, lead governance cadences, and push for automation and standardization across the portfolio.

Responsibilities include leading data-centric analyses, KPI tracking, and executive-ready materials.

Qualifications

• 6-10 years of experience in Finance transformation, process improvement, analytics or management consulting.
• Working knowledge of Finance and Treasury processes, data and controls.
• Proven ability to analyze process inventories and data to identify inefficiencies with measurable improvement.
• Hands-on data analysis: advanced Excel plus SQL and/or Power BI or Tableau, working with large datasets.
• Ability to build baselines and defensible benefit and total-cost-of-ownership models.
• Proven program management skills: planning, milestones, RAID management and status reporting.
• Structured problem solving with use of industry trends and benchmarks to inform recommendations.
• Excellent executive presentation and storytelling skills, with advanced PowerPoint and AI fluency.
• Exceptionally organized with persistent follow-up and cross-functional partnership.

Responsibilities

• Analyze Finance and Treasury processes to identify inefficiencies and opportunities to automate.
• Pull data from source systems and process-mining outputs to baseline volumes and costs.
• Define KPIs and measure realized benefits against baseline using actual data.
• Manage portfolio intake, prioritization, and governance cadence; prepare decision papers and track actions.
• Provide program management support across portfolio initiatives with integrated plans and RAID logs.
• Lead EUDT reduction by inventorying spreadsheet-based tools and automating or standardizing where possible.
• Support leadership with fact-based analyses and industry benchmarks for recommendations.
• Prepare executive presentations and briefing materials with clear messages and required decisions.

Skills

Finance transformation

Process improvement

Analytics

Management consulting

Tools

SQL

Power BI

Tableau

Excel

Job description

Who We Are Looking For

The Vice President, Finance Transformation Lead is a hands-on, process-oriented, and data-oriented role that turns Finance transformation priorities into facts, analysis, recommendations and decisions.

The VP supports the full Finance transformation portfolio: analyzing data, solving problems, bringing in industry benchmarks, providing program management support, leading the reduction of high-risk spreadsheet-based end-user developed tools (EUDTs) and manual processes, and preparing leadership meetings and presentations.

Finance Transformation is not a centralized delivery or solution-design organization. Business and delivery teams remain accountable for execution and outcomes. The VP keeps the portfolio moving by building facts from the data, surfacing decisions early and following up persistently until commitments are delivered, in close partnership with the other DART pillars.

The VP uses AI hands-on every day to pull facts together, accelerate analysis, produce high-quality materials and tell a clear story to both executives and the teams executing the work.

What You Will Be Responsible For

Process Insight & Data Analysis

• Analyze existing Finance and Treasury process inventories to identify inefficiencies, manual touchpoints, spreadsheet-based EUDTs, control gaps and opportunities to simplify, standardize or automate.
• Pull data directly from source systems, reports and process-mining outputs to baseline volumes, effort, cycle times, errors and cost.
• Perform root-cause analysis and reconcile findings to source so they withstand senior and control-function scrutiny.

Business Cases & Value Measurement

• Quantify opportunities and build business cases with sponsors, with documented assumptions, benefits, costs, risks and control considerations.
• Define KPIs before delivery starts and measure realized benefits and adoption against baseline using actual data.
• Partner with the CFO organization to track budget, actuals and total cost of ownership at the solution and initiative level, so cost can be measured against value.

Portfolio & Governance Cadence

• Operate intake and prioritization, and maintain the single portfolio view of investments, commitments, benefits, risks and dependencies.
• Run the governance cadence: prepare decision papers, record decisions and track actions to closure.
• Check new demand against existing enterprise capabilities, and prepare fact-based requirements and scoring for partner evaluations through the Sourcing process.

Program Management Support

• Provide program management support across portfolio initiatives: integrated plans, milestones, RAID logs and status reporting, applied consistently with portfolio standards.
• Track milestones and dependencies across initiatives and the other DART pillars, surfacing slippage and risks early.
• Follow up persistently with initiative owners to secure inputs, decisions and deliverables, escalating constructively when commitments slip.

EUDT & Manual Process Reduction

• Lead the program end to end, maintaining a complete inventory of spreadsheet-based EUDTs and manual activities with owners, volumes, effort, criticality and risk, in line with firm EUDT policy.
• Do the hands-on analysis: assess spreadsheet complexity, usage, data sources, linkages and control dependencies, and quantify the effort and risk each one carries.
• Decide where to eliminate, standardize, automate or migrate work to strategic platforms and certified data, and where a well-controlled EUDT remains fit for purpose.
• Set reduction targets with owners and track them to closure; remediation is built by process, tool and platform owners.

Problem Solving & Industry Insight

• Break down complex, ambiguous problems with hypothesis-driven analysis to reach clear recommendations, options and trade-offs.
• Monitor industry trends and benchmark Finance processes, costs and performance against peers to set targets and sharpen recommendations.
• Respond quickly and accurately to ad-hoc analysis requests from transformation leadership.

Leadership Meetings, Presentations & Storytelling

• Prepare transformation leadership and governance meetings end to end: agendas, pre-reads, decision papers, minutes and action logs.
• Build executive presentations, status reports, briefing notes and talking points with a crisp message, supporting evidence and the decision required.
• Tailor the story: decisions, trade-offs and value for executives; priorities and next steps for the teams executing the work.
• Use AI to accelerate analysis, research and materials, validating every output in line with firm AI policies and controls.

Education & Preferred Qualifications

• 6-10 years of experience in Finance transformation, process improvement, analytics or management consulting within a large, complex organization.
• Working knowledge of Finance and Treasury processes, data and controls.
• Proven ability to analyze process inventories and data to identify inefficiencies and opportunities, with a track record of turning insight into measurable improvement.
• Strong hands-on data analysis: advanced Excel plus SQL and/or Power BI or Tableau, working with large, imperfect datasets.
• Ability to build baselines and defensible benefit and total-cost-of-ownership models.
• Proven program management skills: planning, milestones, RAID management and status reporting.
• Structured problem solving, with the ability to use industry trends and benchmarks to inform recommendations.
• Excellent executive presentation and storytelling skills, with advanced PowerPoint and hands-on AI fluency.
• Exceptionally organized, with persistent follow-up, the ability to hold people to commitments without direct authority and strong partnerships across the DART pillars.

Preferred

• Experience with process mining tools or EUDT remediation and automation programs.
• Lean, Six Sigma or PMP certification.
• Python, R or similar for data analysis.
• CPA, CA, MBA or equivalent, or consulting transformation background

Salary Range

$110,000 - $188,750 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short-term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax-advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

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.

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Job Application Disclosure

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job ID: R-800488