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Assistant Manager – Revenue Insight Center in Bangalore
Drive revenue analytics and automation for State Street's Investment Services
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, lending related revenue and other fee revenue models for complex custody bank revenue streams.
What you will be responsible for
- Monthly revenue waterfalls including variance analysis, along with preparation of management presentations describing key insights
- Month-end, quarter-end, and year-end close and forecast, as well as the Annual Operational Planning process (budget) and Medium-Term Outlook (MTO) forecasting
- Conduct detailed variance analysis and highlight key insights and drivers for the Investment Services Business
- Provide a holistic view of business performance, including new business, pipeline, backlog installations and revenue backlog for Front Office Businesses (leveraging Salesforce CRM data), and retention metrics
- Build, automate, and maintain interactive dashboards and reporting (Power BI / Tableau) to streamline recurring reporting and improve the speed and quality of insights
- Manage multiple stakeholders and deliverables simultaneously across Outlook (forecast) cycles and month-end reporting cycles
- 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 and automated workflows 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 a software-based business OR investment services custody businesses in general, or product line management / senior executives
- Proven experience in financial statement preparation and analysis within a global environment
- Demonstrated experience building automated reporting solutions and data visualizations that reduce manual effort and improve reporting cycle times
What we value
- Advanced proficiency with data visualization and finance automation tools – Power BI and/or Tableau (data modeling, DAX/measures, dashboard design and maintenance) and workflow automation tools such as Alteryx
- Working knowledge of Hyperion Essbase, SmartView, and Salesforce 360 / CRM data
- 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)
- Copilot, Access, PowerPoint, Word
Ability to operate effectively under pressure in a fast-paced, dynamic, and evolving delivery environment
Strong communication skills with high attention to detail and strong organizational skills
Ability to prioritize workload and manage stakeholder expectations across concurrent cycles
A positive, proactive, and forward-thinking mindset – someone who anticipates needs, drives process improvement, and looks for smarter ways to work
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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