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Financial Reporting / Analysis / Planning, Off

State Street

State Street

Accounting & Finance
Boston, MA, USA
Posted on Thursday, June 6, 2024

Who we are looking for

An Officer within the Revenue Insights Center (RIC) and will be a critical role providing overall FP&A Support. The position is responsible for supporting the RIC lead for North America with monthly and quarterly revenue analytics and variance analysis utilized by CFOs and Business Heads.

What you will be responsible for

  • Revenue planning, forecasting and analysis of results and projections.

  • Lead in preparing variance analysis and commentary against Budget, Forecast and prior periods for financial reviews with FP&A and CFO Senior management.

  • Preparation of monthly Revenue Waterfall and related reports including Prior Period Adjustments

  • Review of New Business, Lost Business and Fee Change events with CFO’s and Global Accounting Operations (GAO) to ensure proper revenue accruals

  • Assist in the preparation of Annual Revenue Budget and Mid-Year Reforecast for North America Business Units

  • Provide support and/or research for quarterly audit and various ad hoc requests

What we value

These skills will help you succeed in this role

  • Strong Excel skills preferred, knowledge of systems a plus (Essbase, SmartView HPL, Salesforce 360)

  • Strong interpersonal and communication skills

  • Proven ability to work both independently and cross functionally within the organization

Education & Preferred Qualifications

  • Expectation of minimum 2+ years’ experience in financial analysis (non-industry specific) or equivalent depth of experience

  • University degree or equivalent in Finance/Economics/Accounting

  • Highly analytical and detail-oriented – Must demonstrate ability to ensure accuracy of reports/models and impactful insights

  • Skilled communicator with both verbal and written presentation skills

  • Self-driven, flexible, open-minded, proactive, efficient, responsible, good fit with team

  • Must be highly organized with strong attention to detail

Are you the right candidate? Yes!

We truly 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 don’t 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

Salary Range:

$65,000 - $102,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.