Financial Planning

4 weeks ago

Boston, United States State Street Full time

Who we are looking for

The Officer role will report to the Enterprise-wide Team Lead (VP) within the FP&A Centralized Reporting Insights Center and will play a critical role providing overall FP&A Support, Leadership and Strategic Insights for total State Street Financials and Business Units / Segments / Regions. The individual will be focused on financial planning, reporting, and development of business orientated analysis and presentations. The incumbent will also play a critical role enhancing the financial reporting framework and coordinating the strategic support for the CFO, Investor Relations Team, BU Finance, and SEC Reporting group.

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As a key member of the FP&A group you will:

- _ Prepare various monthly and quarterly management reporting and analysis including monthly EC & BOD presentations, quarterly IR earnings analysis, and other ad hoc reporting_
- _ Assist in coordinating the budgeting and forecasting process_
- _ Assist in the preparation of financial analysis to provide synthesized insights for enterprise reporting_
- _ Work with large database tools and gain an analytical expertise to drill into the company’s financial records and evaluate its performance_
- _ Develop strong relationships with various business areas throughout the organization (e.g., Business units, Senior Management, Investor Relations, etc.) to understand their needs from the Finance team and be able to work collaboratively_
- _ Design, build, modify, and update Excel and PowerPoint based financial packages_
- _ Document and maintain procedures relating to reports, processes and presentations_
- _ Prepare various monthly and quarterly external and internal management reports_
- _ Conducts ad hoc research and in-depth variance analysis, assists supervisor and/or manager with special tasks/projects_ “One Team” - partner across cross functional groups to drive financial and management reporting

What we value

These skills will help you succeed in this role
- Ability to execute and drive results with cross-functional teams
- Have strong problem-solving skills as well as written and verbal communication skills
- Highly analytical and detail-oriented - Must demonstrate ability to ensure accuracy of reports/models and impactful insights before presenting to the senior management team; Be able to synthesize concise and meaningful results through working with large databases
- Ability to work under pressure in a fast paced, challenging environment and deliver on multiple and competing priorities/projects in an accurate and timely manner
- Proficient in the Microsoft Office suite especially Excel (writing formulas, shortcut keystrokes, charting), Hyperion and Think Cell experience a plus
- Strong interpersonal and communication skills
- Proven ability to work effectively independently as well as in a team environment

Education & Preferred Qualifications
- 3 - 5+ years of experience within Financial Planning & Analysis, Financial Services experience preferred but not required; MBA or secondary education preferred but not required
- Strong Excel and PowerPoint skills preferred, knowledge of systems a plus (Essbase, Hyperion Planning, Tableau, Oracle)

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

State Street is an equal opportunity and affirmative action employer.

Salary Range:
$70,000 - $115,000 Annual

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