Who we are looking for

The Senior Associate – Revenue Insight Center provides subject matter expertise in Financial Planning & Analysis, with a strong focus on software-based revenue models and complex revenue streams. The role requires developing a deep understanding of State Street’s business practices for a software revenue-driven Business Unit, including contract-based revenue recognition under ASC 606.

The individual is expected to independently perform complex reporting and analytics, supporting ad-hoc requirements of the Revenue IC Lead and Business Unit Chief Financial Officer (CFO) for a front office business unit.

What you will be responsible for

• 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)
• Conduct detailed variance analysis and highlight key insights and drivers for a Software BU
• Provide a holistic view of business performance, including new business, pipeline, backlog installations and retention metrics
• 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
• Collaborate across geographies to promote consistency, knowledge sharing, and accuracy in reporting

Job Requirements

Education & Experience

• 6–9 years of experience in Financial Planning & Analysis
• Experience supporting software-based business or product line management / senior executives
• Proven experience in financial statement preparation and analysis within a global environment

What we value

• Working knowledge of Hyperion Essbase, SmartView, Power BI, Alteryx, SalesForce 360
• Knowledge of US GAAP, particularly ASC 606, is an added advantage
• Knowledge & experience in a software revenue business
• Advanced proficiency in Microsoft Office Suite:
• Excel (pivot tables, advanced formulas, workbook maintenance best practices)
• Power BI dashboards (power queries, measures, maintenance of dashboards)
• Co-Pilot, Access, PowerPoint, Word
• Ability to operate effectively under pressure in a dynamic and evolving delivery environment
• Strong communication skills with high attention to detail and organizational skills
• Ability to prioritize workload and manage senior stakeholder expectations
• Strong problem-solving capability

About State Street

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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