Who we are looking for
The Senior Associate – Revenue Insight Center provides subject matter knowledge in the assigned area of Financial Planning & Analysis, develops a thorough understanding of State Street’s business practices to effectively perform independent, complex reporting or analytics to support the add-hoc needs of the businesses.
The candidate should have a background in financial analysis including budgeting & forecasting, typically acquired through related experience in the financial services industry. The position requires excellent analytical, research and financial modeling ability coupled with strong communication, and time management skills.
What you will be responsible for
Completion of high-quality deliverables within the committed timeframe. Deliverables vary by BU focus but typically relate to;
Monthly revenue waterfalls including variance analysis along with preparation of management presentations describing insights
Month/quarter/year-end closing and forecast as well as Annual Operational Planning process (budget)
Collaborate with CFO, Billing and Accounting teams to identify and resolve issues / concerns
May be required to participate in or conduct a wide range of ad-hoc financial analyses on critical and complex issues
May develop and/or update various financial models to generate analyses
Collects information and analytical needs from CFO to determine analysis approach
Education & Preferred Qualifications
6-8 years relevant experience ideally covering multiple of the following:
Financial Planning & Analysis in a global setting with experience in Budgeting & Forecasting process
Prior experience in Revenue reporting or Salesforce reporting will be an added advantage
Proactive and ability to build relationships with cross functional teams
Strong communication and presentation skills, ability to interact with executive management
Exhibits an exceptional standard of quality which includes attention to detail, organization, thoughtful analysis and problem solving and accountability for excellent results
What we value
These skills will help you succeed in this role:
Must be able to multi-task and work in a fast paced environment
Must possess strong communication skills with ability to present effectively to senior stakeholders
Pride of ownership with the ability to drive results within the Business
Solid business knowledge as it relates to the financial services industry
Proficiency in Microsoft Office suite (Excel, PowerPoint, Word), advanced levels of excel (pivot tables, formulas, excel workbook maintenance best practices)
Knowledge of Hyperion Essbase, Salesforce, PowerBI, AI tools will be an advantage
Strong Analytical skill set
Are you the right candidate? Yes!
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
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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