Financial Partner for Product Office

2 months ago

Boston, Massachusetts, United States State Street Full time
About the Role

We are seeking a highly skilled and experienced Senior Finance Leader to join our Product Office team at State Street. As a key member of our finance team, you will play a critical role in defining and delivering the overall financial approach for our Product Office, including monthly results, planning and budgeting, financial forecasting, management reporting, and transformation.

Key Responsibilities
  • Partner with Product leaders across the globe to coordinate and oversee the forecast and budgeting processes, financial reporting, and business planning.
  • Manage the business unit CFOs and FP&A teams to meet objectives and drive revenue growth and productivity strategies.
  • Oversee the creation and improvement of Product P&Ls and lead discussions with the Chief Product Officer (EVP), Product heads of each division, and their leadership teams to help understand financials, optimize expenses, and achieve targets.
  • Manage and deliver value-added financial activities, including planning, budgeting, analytics, financial metrics, and expense reporting/management.
  • Own all aspects of the budget/forecast process for the Product Office, build budget/forecasts, and help the functions make decisions and plan in the face of complex issues.
  • Coordinate with finance, functional partners, and insight centers on all aspects of process, including detailed headcount projections, compensation details, and specifics for other line items.
  • Challenge the function on projections to help ensure optimization and act as an independent set of eyes on proposed projections.
  • Prepare the story, draft commentary, create slides for presentations that are presented at a wide range of meetings, including key committees, staff meetings, quarterly business reviews, etc.
  • Lead special projects to provide better transparency to management, drive projects to ensure completion, working around roadblocks, and motivating team members to achieve end goals.
  • Ad hoc analysis and business case creation, such as impact on financials of certain strategic actions.
  • Guide and mentor team members in various locations across the globe, maintain relationships with a number of constituents, including Accounting, FP&A teams, functional leads, and others.
Requirements
  • Forward-thinking, innovative leader with experience working in a finance and accounting organization.
  • Broad Finance & Accounting leadership experience with 10+ years of experience.
  • Financial Services experience preferred.
  • Experience in managing teams in large complex organizations.
  • Extensive experience overseeing the business planning and budgeting process.
  • Has overseen the management reporting process.
  • Strong Excel and PowerPoint skills required.
  • MBA a plus.
  • Strategy/consulting background also a plus.
About State Street

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.

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

We truly believe our employees' diverse backgrounds, experiences, and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity, and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs, and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

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