FP&A Analyst, Assistant Vice President, SSIM

State Street; Boston (MA); On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

401K with company match

Medical, dental and vision insurance

Paid time off

Employee Assistance Program

Performance-based awards

Job summary

State Street is seeking a Revenue Financial and Business Analyst AVP to join the SSIM FP&A group. The role encompasses planning, budgeting, forecasting, and robust management reporting for the IM business, with analytics delivered to senior management and Investor Relations.

As a key adviser to the SSIM CFO, you will identify strategic risks and opportunities, build and automate financial packages, and partner with cross-functional leaders to drive performance and transparency across the

Qualifications

• 5+ years of experience in FP&A or related finance roles.
• Strong collaboration, numerical, problem solving and analytical skills.
• Able to work under pressure, be a team player, and self-starter.
• Advanced Microsoft Excel modelling and PowerPoint presentation skills required.
• Knowledge of Asset Management industry a plus.

Responsibilities

• Assist in planning, budgeting, forecasting, management reporting and financial analysis for the SSIM business globally.
• Prepare monthly/quarterly management reports and analytics, including IR earnings analysis and revenue/expense analytics.
• Monitor financial tracking of strategic investments in partnership with SSIM CFOs.
• Provide transparency on SSIM performance to Corporate Finance and Investor Relations.
• Advise SSIM CFO on strategic risks and opportunities and suggest actions.
• Design and update Excel/PowerPoint financial packages; leverage Tableau/Alteryx/Power BI; use IBM Planning Analytics for planning.
• Document procedures related to reports, processes and presentations.
• Conduct ad hoc research and variance analysis, support supervisor and projects.

Skills

FP&A experience

Excel modelling

PowerPoint

Tableau

Alteryx

Power BI

Education

Bachelor’s degree in finance/accounting/economics

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

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.

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.

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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-795955