Who we are looking for
The Expense Analytics Lead will be a key contributor to a new sleeve within the Financial Planning & Analysis (FP&A) team, Forecasting & Analytics. This individual will lead a team of ~10 members and primarily partner with Business Unit CFOs, the Centralized Reporting and Expense Insight Center teams, and other functional groups to perform expense analysis on actual results and financial outlooks.
This individual will also develop succinct insights based on multiple complex datasets across businesses and corporate functions, and provide advice for the Finance leadership team to drive better financial outcomes for the firm. The Expense Analytics Team is responsible for populating firmwide expense commentaries for both internal and external reporting, as well as regional reporting. In addition, the team is heavily involved with the quarterly earnings process and annual budget cycle as they act as the centralized expense repository team, enabling them to efficiently create various expense narratives and walks.
Why this role is important to us
The team you will be joining, FP&A, plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions that have straightforward processes and can be scalable. You will help us build resilience and execute day-to-day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
As the Expense Analytics team lead, you will:
- Manage a team of ~10 members with varying experience levels
- Oversee both the quantitative and qualitative development of our firmwide expense financials and outlook
- Develop reporting and insights that will be used with the company’s Executive Committee and Board of Directors
- Liaise with Business Unit CFOs, Controllers, Investor Relations, and Expense Insight Center teams
- Develop and enhance existing standard procedure protocols that will enable a controlled environment to deliver accurate information to senior management
What we value
These skills will help you succeed in this role:
- Proficiency with analyzing financials, modeling new scenarios, and making judgment calls on assumptions
- A change mindset and a desire and ability to continuously improve processes
- Attention to detail and ability to identify key results and insights that should be highlighted to senior management
- Strong communication skills at all levels, including an ability to simplify the message for a senior audience while also getting into the details as needed
- Easily adaptable to different working environments and be able to turn from one task to another relatively quickly given the fast-paced nature of this role
- Champion of employee development and engagement with ability to develop, mentor and train next generation Finance talent
- Proven and successful track record of implementing key financial and business priorities
Education & Preferred Qualifications
- Forward thinking, innovative leader who has experience working in a finance and accounting organization, particularly in a FP&A function
- Analytical capabilities and track record of transforming processes
- Experience with management of geographically dispersed Finance teams
- Broad Finance leadership experience with 10+ years of experience
- Financial Services experience is helpful however all cross-industry leaders are welcome.
Are you the right candidate? Yes
We honestly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we do not necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
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