Financial Planning & Analysis- Team Lead- State Street Global Advisors

State Street Corporation
Jun 09, 2024
Jun 12, 2024
Work Mode
Work from office
Full Time
Organization Type
Basic Purpose of Job:

The SSGA FP&A Analyst Team Lead provides Financial Planning & Analysis and develops a thorough understanding of State Street and SSGA's business practices to effectively perform independent, complex reporting or analytics to support the regular and ad-hoc needs of the Lead Financial Officer (LFO) and Chief Investment Officers (CIO).

Responsibilities & Tasks include:
  • Collaborate with the business, key stakeholders, and Finance / Accounting teams to ensure the timely, accurate and effective delivery of recurring tasks and ad-hoc initiatives.
  • Deliverables vary by BU focus but typically include:
  • Annual operational planning process (budget) and MYF (Mid-Year Forecast).
  • Month/quarter/year-end closing activities.
  • Monthly & Quarterly Financial Reporting.
  • Variance analysis along with preparation of management presentations describing insights; and
  • Headcount reporting including headcount movement pertaining to New Business, turnover details etc.
  • Responsible for timely and accurate preparation of various financial analysis on critical and complex issues which may include variance analysis, forecasts, budgeting and accounting transactions.
  • Prepare reports and presentations packages, interpreting results for management in a clear and concise fashion.
  • Prepare and review all critical reports and analytics for self and team members, and present analytical results and findings, as needed.
  • Update and/or develop various financial models to generate analysis.
  • Serve as a subject matter expert, and drive project workstreams to enhance and automate Finance processes and reporting.

Job Requirements:

Education and Experience:
  • 6-8 years of experience within Financial Planning & Analysis
  • CA/MBA or secondary education preferred
  • Investment Management industry experience
  • Preparation and analysis of Financial Statements and experience in a global setting
  • Direct support to business or product line management / executives
  • Strong data modeling expertise leveraging Power Query, Power BI etc.
  • Project experience preferred

Skills/ Knowledge:
  • Completion of high-quality deliverables within committed timeframes.
  • Knowledge of Hyperion Essbase, Smartview, Alteryx, Tableau.
  • Proficiency in Microsoft Office suite (Excel, Access, PowerPoint, Word), advanced levels of excel (pivot tables, formulas, excel workbook maintenance best practices)
  • Ability to work under pressure and overcome challenges from a constantly shifting delivery landscape
  • Strong executive presence, detail oriented and well organized, strong interpersonal skills, ability to prioritize work, ability to interact and manage expectations from Finance team and Senior Management.
  • Have solid problem-solving skills as well as written and verbal communication skills.