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Financial Planning & Analysis, Assistant Vice President
senior · Corporate Finance
Who we are looking for
The individual will independently lead complex financial analyses, synthesize insights from multiple data sources, and communicate actionable insights to senior leadership to support business decision-making and strategic execution.
Why this role is important to us
This role is an Assistant Vice President 2 (AVP), position with significant strategic, financial, and operational responsibility. The role will provide FP&A support across both the CCG Business and the Central FP&A & CAO organization, operating in a dual-hat capacity.
The successful candidate will serve as a trusted finance partner to business leaders while also supporting enterprise-wide financial planning, management reporting, workforce analytics, governance, and business management activities. The individual will independently lead complex financial analyses, synthesize insights from multiple data sources, and communicate actionable insights to senior leadership to support business decision-making and strategic execution.
What you will be responsible for
Financial Reporting & Analysis
Prepare and support monthly, quarterly, and annual financial reporting packages for business and finance leadership.
Lead preparation of financial analyses, variance commentary, expense walks, and management reporting materials.
Analyze financial performance, trends, risks, and opportunities, providing actionable insights and recommendations.
Support senior management reviews through high-quality presentations and executive summaries.
Collaborate with business leaders to understand key financial drivers and performance metrics.
Headcount & Workforce Analytics
Lead headcount reporting and workforce analytics across the CCG organization.
Provide detailed commentary on workforce movements, including hiring, transfers, attrition, productivity initiatives, and organizational changes.
Support implementation and ongoing enhancement of the Adaptive Headcount Planning solution.
Partner with Finance, HR, and business stakeholders to ensure alignment between workforce plans and financial objectives.
Planning, Forecasting & Strategic Support
Support annual budget, quarterly outlook, monthly forecast, and long-range planning processes.
Develop and maintain financial models, scenario analyses, and business cases to support strategic initiatives and investment decisions.
Evaluate risks and opportunities impacting forecasts and financial results.
Partner with business leaders to support growth initiatives, resource planning, and expense management strategies.
Central FP&A & CAO Reporting & Analytics
In addition to supporting the CCG Business, the role will own and support key Central FP&A & CAO deliverables, including:
Core Management Reporting
• Prepare and analyze the Monthly Flash Report, providing executive-level financial insights and key performance highlights.
• Support preparation and review of the Quarterly Flash Report, including variance analysis and performance drivers.
• Develop and maintain the Full Year Flash Report, ensuring alignment with enterprise financial reporting requirements.
Financial Analysis & Close Support
• Own and maintain the Swing List, identifying significant financial movements and explaining key variances.
• Prepare and manage the Close Working File supporting monthly close and management reporting activities.
• Develop detailed Variance Commentary explaining actual versus forecast, budget, and prior-period performance.
• Perform analysis and reporting of Market Adjustments, identifying business and financial impacts.
Executive & Investor Reporting
• Support development of analytics and financial content for the Investor Relations Deck (IR Deck).
• Prepare and analyze Index and FX reporting, highlighting market movements and impacts on business performance.
• Support preparation of the CEO Flash, providing concise executive-level financial summaries and key business insights.
Cost & Vendor Analytics
• Perform Indirect Expense Allocation Analysis, ensuring transparency and accuracy of allocation methodologies and financial impacts.
• Coordinate and manage Vendor Reporting, including spend analysis, trend reporting, and management insights.
Business Performance Monitoring
• Prepare and support Mid-Month ANNR & Flows Reporting, providing timely business performance insights.
• Maintain and manage the Forecast Tracker, monitoring forecast assumptions, updates, risks, and opportunities.
• Maintain and manage the Budget Tracker, supporting planning governance and budget performance monitoring.
Continuous Improvement
• Identify opportunities to automate, simplify, and enhance reporting processes across all Central FP&A & CAO deliverables.
• Drive data quality improvements and increase the effectiveness of management reporting and decision support.
Process Improvement & Automation
Utilize existing tools, documentation, and methodologies to improve FP&A processes and reporting efficiency.
Lead initiatives focused on automation, digitization, and standardization of financial reporting and planning processes.
Partner with technology and data teams to improve reporting capabilities and self-service analytics solutions.
Develop and maintain process documentation and support continuous process improvement initiatives.
Stakeholder Partnership & Special Projects
Build strong relationships with business leaders, Finance, CAO, HR, Accounting, and operational stakeholders.
Act as a trusted financial advisor and primary point of contact for analytical support and ad hoc business requests.
Support enterprise-wide initiatives, strategic projects, and business transformation efforts.
Lead special projects and cross-functional initiatives as assigned.
Accounting & Close Partnership
Partner with Accounting to support monthly and quarterly close activities.
Support accrual calculations, expense reviews, allocations, and reconciliation processes.
Ensure consistency, accuracy, and completeness of financial data used for reporting and forecasting.
Recommend process automation and operational improvements to enhance close efficiency.
Governance & Capability Building
Ensure compliance with corporate finance policies, controls, and governance standards.
Promote best practices, consistency, and standardization across FP&A and management reporting deliverables.
Support knowledge management, documentation, and operating model enhancements.
Complete all mandatory and role-specific learning requirements.
What we value
These skills will help you succeed in this role
Excellent verbal and written communication skills, with the ability to present complex financial information to senior management.
Strong analytical, quantitative, and problem- solving capabilities with exceptional attention to detail.
Ability to operate independently and manage multiple priorities across business-facing and enterprise finance responsibilities.
Strong stakeholder management and influencing and including the ability to influence without direct authority.
Advanced Excel skills, including financial modeling, forecasting, and scenario analysis.
Strong PowerPoint skills with the ability to create executive-level presentations and storytelling materials.
Continuous improvement mindset with a focus on automation, simplification, and value creation.
Strong project management, organizational, and change management capabilities.
Education & Preferred Qualifications
10-15+ years of relevant experience in FP&A, Finance, Accounting, Audit, Business Finance, or Operations, preferably within Financial Services or Asset Management.
Bachelor's or Master's degree in Finance, Accounting, Economics, Business Administration, or a related field.
Strong accounting foundation with demonstrated FP&A and business partnering experience.
Proven experience supporting both business-unit finance and centralized finance/business management functions.
Hands-on experience with planning, forecasting, and reporting systems, including:
Oracle / Essbase / SmartView
IBM Planning Analytics (TM1)
Adaptive Planning (preferred)
Advanced Microsoft Excel and PowerPoint
Experience with reporting automation, process transformation, dashboard development, and data-driven decision support is strongly preferred
Work Requirement
4 days a week
As per the role requirements
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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