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Client Profitability (Client P&L) Transformation, Analytics & Technology, VP

senior · Corporate Finance

Role Purpose

The Vice President, Client Profitability (Client P&L) Transformation, Analytics & Technology, is responsible for driving the strategic transformation agenda for the Client Profitability function through automation, technology modernization, data analytics, and continuous process improvement. The role partners with Finance, Technology, DART (Data, AI & Automation Office), and Analytics teams to implement scalable solutions that improve efficiency, controls, transparency, reporting, and analytical capabilities while supporting PCM implementation and future-state profitability technology initiatives.

Key Responsibilities – Transformation, Automation & Continuous Improvement

• Develop and execute a Client P&L automation roadmap aligned with Finance Transformation objectives.
• Identify, prioritize, and implement automation opportunities across production, reporting, and analytics processes.
• Drive process simplification initiatives to improve scalability and strengthen controls.
• Redesign operating models with stakeholders to maximize efficiency.
• Establish governance and metrics to track productivity, quality, and business benefits.

DART Partnership & Innovation

• Act as the primary Client P&L representative for DART initiatives.
• Evaluate AI, Automation, and Analytics solutions for deployment.
• Support Finance AAA capabilities.
• Champion innovation and continuous improvement.

PCM Implementation & Technology Leadership

• Support PCM implementation, enhancements, and adoption initiatives.
• Lead requirements gathering, testing, UAT, and implementation planning.
• Migrate manual allocation methodologies into scalable platforms.
• Improve traceability, controls, reconciliations, and reporting.
• Support future-state profitability architecture and integrations.

Client P&L Systems & Analytics Optimization

• Build expertise in methodologies, systems, and data architecture.
• Drive data quality, allocation process, reporting, and analytics enhancements.
• Promote self-service reporting and dashboards.
• Support advanced analytics and profitability insights.

Business Partnering & Stakeholder Management

• Collaborate with executives, relationship managers, pricing, finance, and technology partners.
• Translate business requirements into solutions.
• Present recommendations, risks, and outcomes to senior stakeholders.
• Facilitate cross-functional alignment.

People & Leadership

• Provide leadership, coaching, and mentorship to team members involved in transformation, analytics, and technology initiatives.
• Lead performance management processes, including goal setting, performance reviews, coaching, and development planning.
• Foster a culture of accountability, collaboration, innovation, and continuous learning.
• Develop talent pipelines, succession plans, and career development opportunities.
• Attract, retain, and develop high-performing talent.
• Support enterprise change management activities.
• Hold teams and stakeholders accountable for delivering transformation objectives, adoption milestones, and measurable business outcomes.

Required Qualifications

Education

• Bachelor's degree in Finance, Accounting, Economics, Business, Information Systems, Data Analytics, or related field.
• MBA, CPA, CFA, or equivalent qualification preferred.

Experience

• 10–12+ years of experience in Finance, FP&A, Client Profitability, Business Analytics, Finance Transformation, or related disciplines.
• Demonstrated success leading large-scale transformation or technology programs.
• Experience partnering with Technology organizations to implement business solutions.
• Strong understanding of financial reporting, profitability analytics, allocation methodologies, and management reporting.

Technical Skills

• PCM / HPCM / Oracle EPM platforms
• Alteryx
• Power BI
• Tableau
• SQL
• AI, Automation & Analytics technologies
• Data management and reporting platforms
• Financial systems integration and process automation solutions

Core Competencies

• Strategic Thinking
• Technology & Innovation
• Analytical Excellence
• Influence & Collaboration
• Execution Excellence

Leadership Behaviors

• Lead through innovation and continuous improvement.
• Demonstrate ownership and accountability for outcomes.
• Hold cross-functional teams, project owners, and stakeholders accountable for delivering transformation milestones, adoption objectives, and business outcomes.
• Foster collaboration across business and technology teams.
• Champion automation and digital transformation.
• Develop talent and promote a high-performance culture.
• Drive data-driven decision making.

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.

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