Reports to : Finance COE , Assistant Vice President
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, develops a thorough understanding of State Street’s business practices to effectively perform independent, complex reporting or analytics to support the add-hoc needs of the businesses. Reporting to the Finance CoE Manager, the Specialist will be performing a multitude of activities associated with reporting and analytics of the assigned Global Real Estate finance team (e.g. technology Finance, Operations Finance, Capital Markets Finance, Investment Servicing Finance, Alternative Investment Servicing Finance, Corporate Functions Finance, and Enterprise Decision Support).
Responsibilities & Tasks Include: Frequent interaction with Occupancy team in providing savings analysis.Need to develop and/or update various financial models to generate analysis using advance excel skillsDecent knowledge on capital leases and Real Estate accountingMonth/quarter/year-end closing and forecastAnnual operational planning process (budget)Variance analysis along with preparation of management presentations describing insightsSelf-review of reporting & analytics deliverables for first pass accuracy and presenting analytical results, findings as neededMay be required to participate in or conduct a wide range of accounting and financial analyses on critical and complex issues which may include variance analysis, forecasts, budgeting, cost control and accounting transactions.Serves as a subject matter expert on a particular financial management matterParticipates in or manages function specific projects as neededCollects information and analytical needs from management to determine analysis approachPrepares reports and presentations packages. Interprets results for management.
Education and Experience: Bachelor’s and 8 – 10 years relevant experience or Master’s and min 5 – 8 years ideally covering multiple of the following:Financial Planning & Analysis in a global settingDirect support to business or product line management / executivesFinancial services settingExperience with preparation of budgets for multi-national companiesProject and transition experienceVariance analysis and reporting of insights
Skills/ Knowledge: Must be able to work in a fast paced environmentMust possess strong communication skills with ability to participate in or lead conference calls and present financial results to financial and non-financial audiences at various levels of seniorityPride of ownership with the ability to drive results within the BusinessSolid business knowledge as it relates to the financial services industryProficiency in Microsoft Office suite (Excel, Access, PowerPoint, Word, Visio), 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) a plusStrong Analytical skill setFinancial product and institution knowledgeThis is a visible role. Excellent communication, organizational and presentation skills, and ability to present complex financial matters to managementSelf-motivated, self-assured, self-managed & a team playerProactive and ability to build relationship with BU and Cross Functional Teams.Ability to analyze and summarize complex financial matters and their impact to the bankAbility to multi-task and work under high pressure deadlines
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