Finance Data Transformation Lead, Vice President

State Street•Boston, MA

About The Position

The Vice President, Finance Transformation Lead is a hands-on, process- and data-oriented role that turns Finance transformation priorities into facts, analysis, recommendations, and decisions. The role supports the full Finance transformation portfolio through data analysis, problem solving, industry benchmarking, program management support, reduction of high-risk spreadsheet-based end-user-developed tools (EUDTs) and manual processes, and preparation of leadership meetings and presentations. Business and delivery teams remain accountable for execution and outcomes; the VP keeps the portfolio moving by building evidence from data, surfacing decisions early, and following up on commitments in partnership with the other DART pillars. The VP uses AI hands-on to assemble facts, accelerate analysis, produce high-quality materials, and communicate clearly with executives and delivery teams. Responsibilities include analyzing Finance and Treasury process inventories and source data; identifying inefficiencies, manual touchpoints, EUDTs, control gaps, and automation opportunities; quantifying and tracking business cases, KPIs, realized benefits, budgets, and total cost of ownership; and maintaining portfolio intake, prioritization, governance, plans, milestones, risks, dependencies, and status reporting. The role leads the EUDT and manual-process reduction program, including inventory and risk assessment, determining whether work should be eliminated, standardized, automated, migrated, or retained under appropriate controls, and tracking reduction targets with owners. It also provides structured problem solving, industry benchmarking, ad hoc analysis, and end-to-end preparation of governance meetings and executive communications. AI outputs must be validated in accordance with firm policies and controls.

Requirements

6–10 years of experience in Finance transformation, process improvement, analytics, or management consulting within a large, complex organization.
Working knowledge of Finance and Treasury processes, data, and controls.
Proven ability to analyze process inventories and data, identify inefficiencies and opportunities, and turn insights into measurable improvement.
Strong hands-on data analysis skills, including advanced Excel and SQL and/or Power BI or Tableau, with large, imperfect datasets.
Ability to build baselines and defensible benefit and total-cost-of-ownership models.
Proven program management skills, including planning, milestone management, RAID management, and status reporting.
Structured problem-solving ability and capacity to use industry trends and benchmarks to inform recommendations.
Excellent executive presentation and storytelling skills, advanced PowerPoint skills, and hands-on AI fluency.
Exceptional organization and persistent follow-up skills, including the ability to hold people to commitments without direct authority.
Ability to build strong partnerships across the DART pillars.

Nice To Haves

Experience with process-mining tools or EUDT remediation and automation programs.
Lean, Six Sigma, or PMP certification.
Python, R, or similar tools for data analysis.
CPA, CA, MBA, or equivalent qualification, or a consulting transformation background.

Responsibilities

Analyze Finance and Treasury process inventories to identify inefficiencies, manual touchpoints, spreadsheet-based EUDTs, control gaps, and opportunities to simplify, standardize, or automate.
Pull data from source systems, reports, and process-mining outputs to baseline volumes, effort, cycle times, errors, and cost; perform root-cause analysis and reconcile findings to source.
Quantify opportunities and build business cases with sponsors, documenting assumptions, benefits, costs, risks, and control considerations.
Define KPIs before delivery begins and measure realized benefits and adoption against baselines using actual data.
Partner with the CFO organization to track budget, actuals, and total cost of ownership at solution and initiative level.
Operate intake and prioritization and maintain a consolidated portfolio view of investments, commitments, benefits, risks, and dependencies.
Run governance cadence by preparing decision papers, recording decisions, and tracking actions to closure.
Check new demand against existing enterprise capabilities and prepare fact-based requirements and scoring for partner evaluations through the Sourcing process.
Provide program management support across portfolio initiatives, including integrated plans, milestones, RAID logs, and status reporting.
Track milestones and dependencies across initiatives and DART pillars, surface slippage and risks early, and follow up with initiative owners to secure inputs, decisions, and deliverables.
Lead the EUDT and manual-process reduction program end to end, maintaining an inventory with owners, volumes, effort, criticality, and risk in line with firm EUDT policy.
Assess spreadsheet complexity, usage, data sources, linkages, and control dependencies, and quantify associated effort and risk.
Determine where work should be eliminated, standardized, automated, migrated to strategic platforms and certified data, or retained as a controlled EUDT.
Set EUDT and manual-process reduction targets with owners and track them to closure.
Use hypothesis-driven analysis to address complex problems and develop recommendations, options, and trade-offs.
Monitor industry trends and benchmark Finance processes, costs, and performance against peers.
Respond to ad hoc analysis requests from transformation leadership.
Prepare transformation leadership and governance meetings, including agendas, pre-reads, decision papers, minutes, and action logs.
Create executive presentations, status reports, briefing notes, and talking points with clear messages, supporting evidence, and decisions required.
Tailor communications to executive decisions and value as well as delivery-team priorities and next steps.
Use AI to accelerate analysis, research, and materials, validating outputs in accordance with firm AI policies and controls.

Benefits

401(k) retirement savings plan with company match.
Basic life, medical, dental, vision, and long-term disability insurance, with other optional additional coverages.
Paid time off, including vacation, sick leave, short-term disability, and family-care responsibilities.
Employee Assistance Program.
Eligibility for annual performance-based incentive awards, with certain sales-role exceptions.
Eligibility for certain tax-advantaged savings plans.
Inclusive development opportunities.
Flexible work-life support.
Paid volunteer days.
Employee networks.