Revenue Insights Center - Senior Manager

Basic Purpose of Job:
The Revenue Insights Center (RIC) 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 ad-hoc needs of the business unit Chief Financial Officer (CFO), Centralized Reporting, Investor Relations and other teams in Finance. Reporting to the RIC Analytics Lead, the individual will be assigned to performing a multitude of activities associated with the revenue reporting, complete cyclical financial processes and perform adhoc analysis. Deliverables vary by Finance team but typically relate to;

Responsibilities & Tasks Include:

• Completion of high quality deliverables within the committed timeframe. Deliverables vary by BU focus but typically relate to;
  • Month/quarter/year-end closing revenue reporting & analytics
  • Supporting Annual Budgeting process
  • Supporting Mid-year Forecasting process
  • Supporting 3-year Strategic Planning process
  • Variance analysis along with preparation of management presentations describing insights
  • Production of management information packs and analysis for several divisions
  • Complete and accurate preparation of weekly, monthly, quarterly and annual reporting to applicable regulators
  • Prepare initial schedules and reports, including primary data provider capture point and work paper preparations
  • Analyze financial data in order to complete filings, understand fluctuations and uncover potential inaccuracies
  • Perform edit check reviews and follow up on applicable discrepancies
  • Perform reconciliations across products, reports and schedules
  • Execute source system data reconciliation
  • Decision support on adhoc projects as they arise
• Self-review of reporting & analytics deliverables for first pass accuracy and presenting analytical results, findings as needed
• May 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, revenue drivers and accounting transactions.
• Serves as a subject matter expert on a particular financial management matter
• Participates in or manages function specific projects as needed
• Required to develop and/or update various financial models to generate analyses on platforms such as MS excel, Alteryx, Tableau or Power BI
• Collects information and analytical needs from management to determine analysis approach
• Process improvement for systems and processes within the finance department to drive efficiencies and automate low-end tasks
• May provide guidance to less seasoned analysts

Job Requirements: Education and Experience:

• Masters Degree in Finance or equivalent
• Relevant experience ideally covering multiple of the following:
  • Financial Planning & Analysis in a global setting
  • Direct support to business or product line management / executives
  • Financial services setting
  • Prior experience as a revenue controller
  • Experience with preparation of budgets for multi-national companies
  • Variance analysis and reporting of insights
  • Financial modelling using Alteryx / Tableau / Power BI
  • Revenue accrual
  • Project experience

Skills/ Knowledge:

• Must be able to work in a fast paced environment
• Must 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 seniority
• Pride of ownership with the ability to drive results within the Business
• Solid business knowledge as it relates to the financial services industry
• Proficiency in Microsoft Office suite (Excel, Access, PowerPoint, Word, Visio), advanced levels of excel (pivot tables, formulas, excel workbook maintenance best practices)
• Working knowledge of Alteryx / Tableau / Power BI & Power Query
• Knowledge of Hyperion Essbase
• Knowledge of Salesforce
• Strong Analytical skill set
• Financial product and institution knowledge
• This is a visible role. Excellent communication, organizational and presentation skills, and ability to present complex financial matters to management
• Self-motivated, self-assured, and self-managed.
• Able to work on minimal guidance
• Results oriented ownership mindset
• Ability to analyze and summarize complex financial matters and their impact to the bank
• Ability to multi-task and work under high pressure deadlines