Assistant Vice President - Corporate FP&A

State StreetBoston, MA
Remote

About The Position

The Corporate FP&A team is responsible for delivering enterprise-wide financial planning, forecasting, and performance analysis to support senior management decision-making. The Assistant Vice President (AVP) will play a critical role in supporting core financial processes including budgeting and forecasting, including the monthly business review (MBR) cycles and medium-term outlook (MTO) / strategic plan. This role offers broad exposure to enterprise financial performance, senior stakeholders, and strategic initiatives, with a focus on strengthening analytical rigor, financial transparency, and linkage between business drivers and financial outcomes.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or related field
  • 5+ years of FP&A or corporate finance experience, preferably within financial services
  • Strong financial modeling, analytical, and data management skills
  • Experience supporting forecasting and strategic planning processes
  • Strong analytical rigor and attention to detail
  • Effective stakeholder management and communication skills
  • Ability to synthesize complex data into clear insights
  • Comfort operating in fast-paced, deadline-driven environment
  • Continuous improvement mindset

Responsibilities

  • Financial Planning & Forecasting: Support development and maintenance of corporate budgeting and forecast models, Coordinate consolidation of BU inputs and validation of assumptions, Drive improvements in forecasting methodology and accuracy
  • Analytical Reconciliation & Financial Control: Perform reconciliation across systems, planning outputs, and reported results, Identify and resolve discrepancies and control gaps, Strengthen validation frameworks and financial integrity
  • Business Driver & Performance Analysis: Analyze enterprise and BU-level financial drivers, Deliver variance analysis and actionable insights, Translate operational drivers into financial outcomes
  • Medium-Term Outlook & Strategic Planning: Support MTO and strategic planning processes, Perform scenario analysis and sensitivity modeling, Align financial outputs with long-term strategy
  • Monthly Business Review (MBR) & Reporting: Coordinate and support MBR cycle deliverables, Prepare executive-level materials and insights, Ensure consistency and quality across reporting outputs
  • Key Performance Objectives: Forecast Accuracy & Planning Rigor, Financial Integrity & Control, Insight Generation & Decision Support, Strategic Planning Contribution, MBR Execution & Reporting Excellence, Process Improvement & Efficiency, Stakeholder Partnership & Influence

Benefits

  • retirement savings plan (401K) with company match
  • insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
  • paid-time off including vacation, sick leave, short term disability, and family care responsibilities
  • access to our Employee Assistance Program
  • incentive compensation including eligibility for annual performance-based awards
  • eligibility for certain tax advantaged savings plans
  • inclusive development opportunities
  • flexible work-life support
  • paid volunteer days
  • vibrant employee networks
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