Functional Job Title: Finance CoE Specialist, Assistant Manager

Reports to: Finance COE Manager, AVP

Department/ Division: Finance CoE, CFO group

Basic Purpose of Job:

The Finance CoE Specialist provides subject matter knowledge in the assigned area of Financial Planning & Analysis, developing a thorough understanding of State Street’s business practices to effectively perform independent, complex reporting or analytics to support the ad-hoc needs of the businesses. Reporting to the Finance CoE Manager, the Specialist will perform a multitude of activities associated with reporting and analytics for the assigned Global procurement finance team.

Responsibilities & Tasks Include:

- Frequent interaction with the Procurement team to provide savings analysis.

- Develop and/or update various financial models to generate analysis using advanced Excel skills.

- Manage month/quarter/year-end closing and forecasting.

- Oversee the annual operational planning process (budget).

- Conduct variance analysis and prepare management presentations describing insights.

- Self-review of reporting & analytics deliverables for first-pass accuracy and present analytical results and findings as needed.

- Participate in or conduct a wide range of accounting and financial analyses on critical and complex issues such as variance analysis, forecasts, budgeting, cost control, and accounting transactions.

- Serve as a subject matter expert on specific financial management matters.

- Manage or participate in function-specific projects as needed.

- Collect information and analytical requirements from management to determine analysis approaches.

- Prepare reports and presentation packages, and interpret results for management.

Job Requirements:

Education and Experience:

- Bachelor’s and 8 – 10 years of relevant experience, or Master’s and a minimum of 5 – 8 years, ideally covering multiple of the following:

- Financial Planning & Analysis in a global setting

- Direct support to business or product line management/executives

- Financial services setting

- Experience with preparation of budgets for multinational companies

- Project and transition experience

- Variance analysis and reporting of insights

Skills/ Knowledge:

- Must be able to work in a fast-paced environment.

- Must possess strong communication skills with the ability to participate in or lead conference calls and present financial results to financial and non-financial audiences at various levels of seniority.

- Pride of ownership with the ability to drive results within the Business.

- Solid business knowledge related to the financial services industry.

- Proficiency in Microsoft Office suite (Excel, Access, PowerPoint, Word, Visio), with advanced levels of Excel (pivot tables, formulas, Excel workbook maintenance best practices).

- Knowledge of Hyperion Essbase and SmartView.

- Knowledge of Cognos data analytics and visualization (or similar) is a plus.

- Strong analytical skill set.

- Financial product and institution knowledge.

- This is a visible role requiring excellent communication, organizational, and presentation skills, and the ability to present complex financial matters to management.

- Self-motivated, self-assured, self-managed, and a team player.

- Proactive with the ability to build relationships with BU and cross-functional teams.

- Ability to analyze and summarize complex financial matters and their impact on the bank.

- Ability to multi-task and work under high-pressure deadlines.

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