Financial Planning and Analysis, Assistant Vice President

This role is an Assistant Vice President (AVP), Individual Contributor position with significant strategic, financial, and operational responsibility. The role partners closely with senior business leaders and finance stakeholders to deliver high‑quality financial insights, support decision‑making, and influence outcomes across the enterprise.

The successful candidate will independently lead complex financial analyses, synthesize insights from multiple data sources, and communicate clearly and concisely to senior management, while acting as a trusted finance partner to the business.

Key Responsibilities

As an FP&A AVP, you will:

Financial Reporting & Analysis

• Prepare and support internal monthly and quarterly financial presentations, including key financial insights and KPIs.
• Oversee preparation of analysis, commentary, and presentation materials for financial reviews with senior management.
• Own expense reviews, expense walks, and variance analysis, providing clear explanations and actionable insights.
  
  

Headcount & Workforce Analytics

• Lead headcount reporting and analysis, including detailed commentary on movements related to new business, hiring, transfers, exits, and workforce planning.
• Support in implementation of new Headcount Adaptive tool implementation.
• Partner with stakeholders to ensure headcount and cost alignment with financial plans.
  
  

Planning, Forecasting & Strategic Support

• Support the annual planning, monthly forecasting, and long‑term planning processes, including ongoing forecasts and outlook updates.
• Develop and maintain financial models and scenario analyses
  
  

Process Improvement & Automation

• Utilize existing documentation, tools, and methodologies, to improve or automate FP&A processes.
• Lead initiatives to improve, automate, and digitize FP&A processes, leveraging existing platforms and proposing new tools where appropriate.
• Drive continuous improvement in reporting efficiency, data quality, and analytical depth.
• Develop and maintain process documentation, owning the FP&A documentation repository.
  
  

Stakeholder Partnership & Special Projects

• Build strong relationships with peers, business leaders, and cross‑functional partners across the enterprise.
• Act as the primary point of contact for financial analytics and ad‑hoc analysis requests from the respective business or corporate function.
• Lead special projects and cross‑functional initiatives as required.
  
  

Accounting & Close Partnership

• Partner with Accounting to support monthly close activities, including: Monthly accrual calculations
• Provide insights and suggestions to support process digitization and efficiency improvements.
  
  

Governance & Capability Building

• Ensure completion of mandatory and role‑specific training requirements.
• Promote best practices, controls, and consistency across FP&A deliverables.
  
  

Skills & Competencies

To be successful in this role, you will demonstrate:

• Excellent verbal and written communication skills, with the ability to present complex financial information clearly to senior management.
• Strong analytical, quantitative, and problem‑solving skills, with high attention to detail and accuracy.
• Proven ability to operate independently, manage ambiguity, and prioritize multiple competing deliverables.
• Strong stakeholder management and influencing skills, including the ability to influence without direct authority.
• Advanced Excel skills (financial modeling, logic functions) and strong PowerPoint skills for executive storytelling.
• A continuous improvement mindset, focused on process efficiency and value creation.
• Comfort working across multiple time zones and supporting global stakeholders.
• Strong change management and solution delivery orientation.
  
  

Education & Preferred Qualifications

• 10–15+ years of relevant professional experience in FP&A, finance, accounting, audit, or operations, preferably within financial services or asset management.
• Bachelor's or Master's degree in Finance, Accounting, or a related field.
• Strong accounting foundation with demonstrated FP&A experience.
• Hands‑on experience with financial systems and tools such as: Essbase, SmartView, Oracle. IBM Planning Analytics (TM1).
  
  

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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Job ID: R-789684