• Basic Purpose of Job:

The Centralized Reporting CoE Specialist 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 Centralized Reporting COE and business unit Chief Financial Officer (CFO). Reporting to the Finance CoE Manager, the Specialist will be assigned to the Centralized Reporting COE, working remotely alongside in-market team members in performing a multitude of activities associated with the Centralized Reporting and analytics of the assigned business units (BU).

Responsibilities & Tasks Include:

• Completion of high-quality deliverables within the committed timeframe. Deliverables vary by BU focus but typically relate to;
  • Month/quarter/year-end closing and forecast support to CFO team
  • Budget support to CFO team
  • Revenue reviews (direct revenues and allocated revenues)
  • Multi-dimensional profitability (business, region, product and client)
  • Variance analysis along with preparation of management presentations describing insights
  • Direct and Indirect P&L reporting with executive summary
  • Standardized Consolidated Reporting Analytics for Markets Division
  • Monthly Business Review meeting decks
• Self-review of reporting & analytics deliverables for first pass accuracy and presenting analytical results, findings as needed
• May be required to participate in or conduct a wide range of accounting and financial analyses on critical and complex issues which may include variance analysis, forecasts, budgeting, revenue drivers and accounting transactions.
• Serves as a subject matter expert on a particular financial management matter
• Participates in or manages function specific projects as needed
• Collects information and analytical needs from management to determine analysis approach
• Prepares reports and presentations packages. Interprets results for management.
• Provide guidance to less seasoned analysts
• Cater to Adhoc requests and enquiries from management.
• Actively work on team management, training & competency development, monitoring team performance on ongoing basis

Education and Experience:

• Master’s degree in finance or equivalent and min 10+ years of experience ideally covering multiple of the following:
  • Financial Planning & Analysis in a global setting
  • Direct support to business or product line management / executives
  • Prior experience as a controller is a plus.
  • Experience with preparation of budgets for multi-national companies
  • Multi-dimensional profitability (business, product, client)
  • Project experience
  • Variance analysis and reporting of insights
  • Multi-Currency Multi-Dimensional Analysis
  • Centralized Reporting and Analysis
  • Revenue, Expense, HC and Allocation Workflow and Reporting

Skills/ Knowledge:

• Must be able to work in a fast paced environment
• Must possess strong communication skills with ability to participate in or lead conference calls and present financial results to financial and non-financial audiences at various levels of seniority
• 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, Access, PowerPoint, Word), advanced levels of excel (pivot tables, formulas, excel workbook maintenance best practices)
• Knowledge of Hyperion Essbase Smartview (or similar) a plus
• Strong Analytical skill set
• Financial product and institution knowledge
• This is a visible role. Excellent communication, organizational and presentation skills, and ability to present complex financial matters to management
• Self-motivated, self-assured, and self-managed
• Results oriented ownership mindset
• Proactive and ability to build relationship with BU and Cross Functional Teams.
• Ability to analyze and summarize complex financial matters and their impact to the bank
• Ability to multi-task and work under high pressure deadlines

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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