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

Employer
State Street Corporation
Location
Bangalore
Posted
Jun 09, 2024
Closes
Jun 12, 2024
Ref
4728919395
Work Mode
Work from office
Hours
Full Time
Organization Type
Academia
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.