FP&A - Client Profitability _ AVP

State Street.
Bangalore, India
Not disclosed
29 Oct 2020
16 Nov 2020
Contract type
Full time
Experience level

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.


  • 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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