Lead Forecasting and Analytics, MD

Who we are looking for

The Head Forecasting and Analytics on the Financial Planning & Analysis (FP&A) team will own the sleeve of the team overseeing the execution of the forecasting and budgeting processes and key analytics across State Street. This individual will partner with groups within Finance, other functional groups, and business leadership to ensure financial discipline and focus on key productivity and efficiency opportunities. This individual will also lead a team in developing insights and providing advice for the Finance leadership team to drive favorable financial outcomes for the company. 

The team will be responsible for defining and managing the overall planning and budgeting, financial forecasting, including implementing transformational changes to drive better outcomes for the firm.  Additionally, many of the key analytical capabilities and financial modeling will be driven by this team. 

What you will be responsible for

As Head of Forecasting & Analytics, you will

• Guide the transformation of the processes within the Forecasting and Analytics team, including assessing and implementing new tools, partnering with Finance Transformation to redesign processes and creatively engaging stakeholders to move change along. 

• Be responsible for the direction of the Forecasting & Budgeting team within FP&A.  This team will be tasked with enhancing and re-designing certain processes related to the Budget, Forecast, Strategic Plan and Outlooks to improve effectiveness and efficiency; being open to transforming processes is paramount.
• Develop, manage, and execute the overall financial planning and forecasting processes for the company in collaboration with Business Unit CFOs and Corporate Strategy
• Point of contact in FP&A for enterprise investment analytics including net spend and benefits
• Oversee analytics for all enterprise-wide expense views including all materials for senior level presentations. 
• Partner with Human Resources to design incentive compensation plans
• Produce analytics and ad hoc presentations for a variety of topics; this team will act as the point for various analytical requests; including partnering with Corporate Strategy and Corporate Advisory teams to provide financial analysis for strategic initiatives
• Liaise with Business Unit CFOs, Controllers, Investor Relations, Corporate Treasury, Corporate Strategy, and Human Resources teams
• Develop reporting and insights that will be used with the company’s Executive Committee and Board of Directors
• Drive improvement to standard financial analytics and reporting and bring transparency to the financial statements

What we value

These skills will help you succeed in this role

• Ability to consultatively advise senior Finance executives and senior business leaders.
• A change mindset and a desire and ability to continuously improve processes.
• 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. 
• Champion of employee development and engagement with ability to develop and train next generation Finance talent.
• Proven and successful track record of implementing key financial and business priorities.
• Ability to drive transformation within the Finance function.

Education & Preferred Qualifications

• Forward thinking, innovative leader who has experience working in a finance and accounting organization; particularly in a Financial Planning & Analysis function
• Analytical capabilities and track record of transforming processes
• Broad Finance leadership experience with 10+ years of experience.
• Financial Services experience is helpful however all cross-industry leaders are welcome
• Experience with management of geographically disperse Finance teams
• Extensive experience overseeing the business planning and budgeting process

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:

$170,000 - $267,500 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.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

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.

Discover more information on jobs at StateStreet.com/careers

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Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.