Job Description

Responsibilities & Tasks Include:

• The individual should develop a thorough understanding of State Street’s business practices to effectively perform independent, reporting or analytics and to support the ad-hoc needs of the businesses. Reporting to the Finance CoE Manager, the invidual will be assigned to in-market Finance teams, working remotely alongside on-shore team members to complete cyclical financial processes and perform adhoc analysis. Deliverables vary by Finance team but typically relate to;
  • Month/quarter/year-end closing and forecast
  • Annual operational planning process (budget)
  • Revenue reviews
  • Production of management information packs and analysis for several divisions
  • Multi-dimensional profitability (business, region, product and client)
  • Variance analysis along with preparation of management presentations describing insights
  • Complete and accurate preparation of weekly, monthly, quarterly and annual reporting to applicable regulators
  • Prepare initial schedules and reports, including primary data provider capture point and work paper preparations
  • Analyze financial data in order to complete filings, understand fluctuations and uncover potential inaccuracies
  • Perform edit check reviews and follow up on applicable discrepancies
  • Perform reconciliations across products, reports and schedules
  • Execute source system data reconciliation versus General Ledger
  • Decision support on adhoc projects as they arise
  • Preparing and/or maintaining models for business pricing
• Self-review of reporting & analytics deliverables for first pass accuracy and presenting analytical results, findings as needed
• Participates in function specific projects as needed
• Updates various financial models to generate analyses
• Collecting information and analytical needs from management to determine analysis approach
• Process improvement for systems and processes within the finance department to drive efficiencies and automate low-end tasks

• Masters Degree in Finance

• Must be able to work in a fast paced environment
• Must possess strong communication skills with ability to participate in conference calls and contribute to presentation of 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, Visio), advanced levels of excel (pivot tables, formulas, excel workbook maintenance best practices)
• 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
• Ability to multi-task and work under high pressure deadlines