Financial Planning & Analysis- Manager- State Street Global Advisors

This will be an Individual Contributor role and involves both financial & operational aspects of the business with the successful candidate being able to solve problems, analyze and provide concise insights to both members of the team and business partners.

As a Financial Planning & Analysis Officer you will:

• Assist with the preparation of the internal, external monthly & quarterly financial presentations that includes key financial insights & KPIs
• Become a finance partner to accounting and support monthly accounting close activities, provide required information for cost allocation entries by department, calculate monthly accruals, provide information required for cost capitalization.
• Oversee the preparation of analysis, commentary and presentation material for financial reviews with senior management
• Support the annual planning and monthly forecasting processes including on-going financial forecasts and long-term plans
• Participate in the company-wide strategic planning process to establish financial targets and key business assumptions while developing thoughtful methodologies and applying financial rigor throughout the process
• Maintain & develop financial models and scenario analysis to support valuation, planning, and forecasting of expenses
• Preparation of seed capital reporting & forecasting
• Preparation of various business/pricing analysis for fund launches
• Review pricing rates in the system and assess changes where required.
• Experience in cost and profitability allocation models.
• Utilize current documentation and tools/methodologies and recommend new solutions to improve/automate existing and new processes and support new initiatives
• Build strong relationships and coordinate with peers, other business groups and leaders across the enterprise, and develop a detailed understanding of their issues, challenges and opportunities.
• Lead special projects
• Develop and maintain process documentation, own documentation repository
• Produce and/or enhance internal management reporting and analyses both on a regularly scheduled and ad-hoc basis
• Provide suggestions and assist in process digitization efforts to improve on process efficiency.

Skills needed to successfully perform the function:​

• Excellent verbal and written English communication skills
• Detail oriented and well organized, strong interpersonal skills, ability to prioritize work, ability to interact and manage expectations from Senior Management
• Highest standards of completeness and accuracy.
• Have solid problem solving skills as well as written and verbal communication skills.
• Flexibility with schedule and ability work across multiple time zones when required
• Strong quantitative and analytical competency.
• Superior Excel skills including logic functions.
• Self-starter with excellent interpersonal communication, sense of urgency as well as exceptional written skills.
• Continuous Improvement mindset and drive efficiency.
• Demonstrated analytical and problem-solving skills. Data driven and detail oriented, yet able to elevate to a strategic level.
• Ability to prioritize multiple responsibilities to meet internal and industry deadlines.
• Highly motivated, multi-task capable and willingness to learn and develop within role.
• Change management, solution delivery mindset
• Requires independent initiative to analyze data and information with a drive to develop value-added solutions
• Having Excellent quantitative and analytical skills

Education and preferred qualifications:

• 9+ years of professional experience in an operations, accounting or audit role; preferably in financial services industry.
• Bachelor or Master’s degree in Finance or Accounting; knowledge of asset management a plus
• Strong accounting experience.
• Experience in Financial Planning & Analysis
• Strong Excel and PowerPoint skills preferred, knowledge of systems a plus (Essbase, Smartview, Oracle, Tableau, Access, Alteryx)
• IBM Planning Analytics (Tm1) knowledge is preferred

End Date: February 18, 2025

For further information, and to apply, please visit our website via the “Apply” button below.