FP&A Analyst, Assistant Vice President, SSIM

STATE STREET CORPORATION; Boston (MA); On-site; USD 70,000 - 130,000; Full time

Job summary

State Street Corporation in Boston, MA seeks an Revenue Financial and Business Analyst AVP for the SSIM Finance team. You will manage planning, budgeting, forecasting and management reporting for the SSIM business globally, delivering analytical support to senior management and Investor Relations.

You will build and refine Excel/PowerPoint financial packages; use Tableau/Alteryx/Power BI to automate reporting and assist with strategic investments and performance insights for the SSIM CFO and

Qualifications

• University Bachelor/Undergraduate Degree with 5+ years of FP&A experience.
• Collaboration, numerical, problem solving, analytical.
• Ability to work under pressure, team player, self-starter.
• Strong Microsoft Excel modelling and PowerPoint presentation skills a must.
• Asset Management industry knowledge a plus.

Responsibilities

• Assist in all planning, budgeting, forecasting, management reporting and financial analysis for the SSIM business globally.
• Prepare monthly and quarterly management reports and analyses including earnings analysis, revenue/expense analytics, and ad hoc reporting.
• Monitor financial tracking of strategic investments for the SSIM business.
• Partner with FP&A, Investor Relations, Controllership and Strategy teams to provide transparency on SSIM performance.
• Advise the SSIM CFO on risks and opportunities and recommended actions.
• Design and update Excel and PowerPoint financial packages.
• Leverage Tableau/Alteryx/Power BI to automate reporting; use IBM Planning & Analytics for planning consolidation.
• Document procedures for reports, processes and presentations.

Skills

Collaboration

Numerical

Problem solving

Analytical

Work under pressure

Team player

Self-starter

Excel modelling

PowerPoint

Asset management knowledge

Education

Bachelor's degree

Tools

Excel

PowerPoint

Tableau

Alteryx

Power BI

IBM Planning & Analytics

Job description

Revenue Financial and Business Analyst Assistant Vice President FP&A Group – SSIM Finance Job Description

This position is for an AVP level Finance Professional working in the State Street Investment Management (SSIM) central FP&A team with responsibility for all Management Reporting and Analysis, Forecasting, Budgeting and Strategic Planning for the IM business. SSIM, the asset management division of State Street, is one of the largest asset managers globally, with ~$6 trillion in AUM, including over $2 trillion in ETFs. The role will report to the Vice President and Global Head of FP&A for the SSIM Business. As a key member of the central FP&A team, the person will be responsible for the production and dissemination of management information and value-added analytics to senior IM business management, Corporate Finance and Investor Relations.

Responsibilities

• Assist in all planning, budgeting, forecasting, management reporting and financial analysis for the SSIM business globally
• Prepare various monthly and quarterly management reports and analysis including monthly presentations, quarterly IR earnings analysis, revenue and expense analytics, and other ad hoc reporting for the consolidated SSIM businesses.
• In partnership with SSIM Business Unit CFOs, monitor all aspects of financial tracking of strategic investments for the SSIM business
• Partner with Corporate FP&A, Investor Relations, Controllership leaders and Corporate Strategy teams to provide transparency on SSIM financial performance to the broader State Street organization
• As a key advisor to the SSIM CFO, help identify strategic risks and opportunities and recommend courses of action
• Design, build, modify, and update Excel and PowerPoint based financial packages.
• Leverage platforms such as Tableau / Alteryx / Power BI to automate reporting processes, and IBM Planning & Analytics to build and consolidate business plans
• Document and maintain procedures relating to reports, processes and presentations
• Conduct ad hoc research and in-depth variance analysis, assists supervisor and/or manager with special tasks/projects

Education, Skills & Preferred Qualifications

• University Bachelor/Undergraduate Degree with 5+ years of experience including FP&A
• Collaboration, numerical, problem solving, analytical
• Ability to work under pressure, team player, self-starter
• Strong Microsoft Excel modelling and PowerPoint presentation skills a must
• Asset Management industry knowledge a plus

Salary Range: $70,000 - $130,000 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)
• eligibility for certain tax advantaged savings plans

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.

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.

Discover more information on jobs at StateStreet.com/careers Read our CEO Statement

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