Financial Reporting / Analysis / Planning, VP

Who we are looking for

The successful incumbent will be the finance partner for the Investment Services CFO, responsible for defining and delivering the overall financial approach including monthly results, planning and budgeting, financial forecasting, management reporting (including Quarterly Business Reviews) and transformation in partnership with global Business Unit Finance, Financial Planning & Analytics (FP&A) and Controlling functions. This role will also drive the revenue growth and productivity strategies, improvement to standard financial processes, analytics and management reporting, and assist with deal integration activities. The role will directly report to the CFO for Investment Services. This individual will partner with senior business leaders and CFOs across the IS Organization and focus on key initiatives and opportunities as directed.

Why this role is important to us

Given the scope and scale of Investment Services, the team you will be joining plays an important role in the overall success of State Street. 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 ours 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 analyst to the IS CFO you will:

• Work closely with senior leaders in the IS CFO organization focusing on helping to drive revenue growth and productivity

• Partner with other team members in global Business Unit Finance, FP&A leaders and Controllers, Strategy, and Investor Relations to be a trusted advisor and bring financial discipline to Investment Services

• Develop and execute the overall financial approach including planning and budgeting, forecasting, management reporting, transformation in partnership with the Finance leadership and FP&A

• Provide management with an independent view of financial outlook, associated risks and opportunities

• Identify and quantify impact of risk-mitigating action plans

• Oversee the preparation of analysis and commentary, and drive improvement to standard financial analytics and reporting to bring transparency to the financial statements

• Help drive segment growth and strategy

• Participate in both organic and inorganic as a strategic advisor to the business

What we value

These skills will help you succeed in this role

• Executive presence and an ability to build relationships with key stakeholders, working with team members across different organizations and regions

• Skilled communicator both verbal and written, and good presentation skills

• Strong execution, collaboration and strategic skills

• Champion of employee development and engagement with ability to develop and train next generation Business Unit Finance talent

• Excellent work ethic, strong bi-lateral thinker, and “get it done attitude”

Education & Preferred Qualifications

• Forward thinking, innovative leader who has 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

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 by location, but you may expect generous