FP&A AVP: Strategic Planning & Analytics Leader

State Street

Boston (MA)

On-site

USD 70,000 - 130,000

Full time

14 days+

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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

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

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