FP&A - Client Profitability _ AVP

Recruiter
State Street.
Location
Bangalore, India
Salary
Not disclosed
Posted
29 Oct 2020
Closes
16 Nov 2020
Ref
R-649577
Contract type
Permanent
Hours
Full time
Experience level
Manager

Reporting to the Client Profitability COE lead, the candidate will work on a dynamic team within Corporate Finance (FP&A) and engage with Global Client Division Client Executives (CE) and Relationship Managers. The role requires understanding the drivers of the client Profit and Loss (P&L) statements. This role will require the ability to obtain an in-depth understanding of the clients and how State Street serves them, as well as how the P&L statements are produced. The successful candidate will be able to:

  • Develop a comprehensive knowledge of the clients under coverage
  • Develop a comprehensive knowledge of the underlying production processes that contribute to P&L reporting
  • Serve as a subject-matter expert in the analysis of P&L data
  • Possess the ability and acumen to interface regularly with Senior/Client Executives on P&L reporting details

Job Description:

  • Work directly with the Global Clients Division LFO team to cover Client Executives and act as liaison within the Corporate Finance organization
  • Establish and manage effective bi-lateral communication with senior leaders/Client Executives; key emphasis on the relationship management skill-set and ability to regularly interface with CEs to establish confidence in the integrity and accuracy of P&L data
  • Possess the ability to describe/deconstruct P&L data and explain period-over-period anomalies/data trends
  • Analyze and validate monthly, quarterly and annual reports for accuracy; work with the Client Profitability P&L Production team to identify and rectify data errors/anomalies that arise from analysis
  • Research inquiries from Client Executives related to their P&L’s and Account Plans
  • Prepare reporting utilized by Senior Management related to client P&L’s to help facilitate business decisions
  • Engage/contribute to process optimization initiatives related to improving transparency and accuracy of P&L reporting
  • Collaborate with partner groups to streamline procedures to ensure repeatable, consistent execution of operational processes.
  • Proactively contribute toward improved reporting-period cycle times and more transparent reporting (i.e., time-to-market for P&L reporting & distribution), in partnership with other areas of FP&A
  • Work on ad hoc projects as necessary.

Qualifications:

  • Master’s degree in Accounting, Finance, or related Business field (MBA)
  • 10-12 years of financial services industry experience
  • Must be proactive and work leveraging resources and knowledge from other teams
  • Excellent organizational skills and ability to prioritize assignments under tight deadlines
  • Excellent interpersonal and verbal and written communication skills required
  • Ability to articulate complex concepts/data in succinct manner appropriate for Senior Management consumption
  • Demonstrated computer proficiency, specifically with Microsoft Excel
  • Ability to understand data flows and the interaction between data & systems as they apply to the end-to-end lifecycle of P&L production
  • Proficiency in data analytics & systems infrastructure
  • Ability to identify risks and develop remediation strategies to mitigate those risks (e.g., operational process risks, data errors, production deficiencies, etc.)
  • Knowledge of Tableau visualization tools and how to deploy dashboards effectively is a plus

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

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