State Street Investment Management- Assistant Vice President 2 -Financial Planning and Reporting
State Street
14 - 16 years
Bengaluru
Posted: 23/09/2025
Job Description
We are seeking a highly skilled and detail-oriented Operations and Financial Analyst to join our team. The successful candidate will be responsible for a variety of tasks aimed at supporting the VP in our COO Finance team to ensure the smooth operation of our financial and operational processes & associated reporting, ensuring that detailed reports are produced on time and accurately. Key responsibilities include:
- COO Financials: preparation and analysis of monthly and quarterly financial reports for the COO organisation, to include variance & trend analysis including commentary.
- Budget/MYF/MYP: Manage and oversee the budgeting process, including Mid-Year Forecasts (MYF) and Multi-Year Plans (MYP), working with the VP and business leaders to gather information about the operational plans & strategies of the business and build an annual and multi-year plan.
- Flash Reports: Generate and analyze flash reports by pillar and region to provide timely insights into the business units performance and assessment against plan.
- CFO support:
- for Strategic Projects including budgeting, forecasting , deal model maintenance and synergy tracking.
- Improve cost transparency through insightful analysis and application of activity based costing and zero based budgeting principles
- Identification and realization of savings opportunities
- Operations Meetings: attend meetings with the business leaders & VP
- PO Report Reviews & Validations: Review and validate purchase order reports to validate accrual related information.
- Balance Sheet Reconciliations: Review / Perform monthly balance sheet reconciliations to maintain financial integrity.
- T&E Validation: Validate travel and expense reports, identify trends, and assess current v planned position.
- Monthly Reporting & Analysis: Prepare and analyze monthly financial reports to support decision-making and provide commentary on your findings.
- Monthly Check-ins with Business Partners: Conduct regular check-ins with business partners to assess performance and address any issues.
- Demand Assessments: Validate budget requests and conduct demand assessments to ensure alignment with plans.
- Efficiency Reviews: Conduct efficiency reviews to identify areas for improvement and implement best practices.
- OKR/QBR Process Management: Manage the Objectives and Key Results (OKR) and Quarterly Business Review (QBR) data collection process.
Success Capabilities
- Exhibits an exceptional standard of quality which includes attention to detail, organization, problem solving and accountability for excellent results
- A self-starter who approaches work enthusiastically, demonstrates initiative and has the ability to overcome obstacles and manage multiple tasks simultaneously
- Strong team player who develops collaborative working relationships with key internal partners
- Possesses excellent written, verbal and organizational skills, and is comfortable interfacing and presenting to senior leadership in a structured and concise manner
- Thrives in dynamic business environment and comfortable with ambiguity and stimulated by business transformation / change as well as capitalizing on value add opportunities
Qualifications:
- Bachelor’s degree in finance, Accounting, Business Administration, or a related field.
- 12 – 14 years of experience in accounting, finance or business analysis, preferably in financial services or Technology environment. Proven experience in financial analysis, budgeting and report writing.
- Strong attention to detail, analytical and problem-solving skills.
- Excellent communication and people skills.
- Proficiency in financial software, Essbase, Smartview and Microsoft Office Suite.
- Ability to work independently and as part of a team.
If you are an initiative-taking and results-driven professional with a passion for financial and operational excellence, we encourage you to apply for this exciting opportunity.
About Company
State Street Corporation is a leading global financial services company headquartered in Boston, Massachusetts. Founded in 1792, State Street is one of the oldest financial institutions in the United States. It specializes in investment servicing, investment management, and investment research and trading for institutional clients.
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