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 ad-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

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

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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