Finance Data Transformation Lead, Vice President

State Street•Boston, MA

1d•$110,000 - $188,750

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. Finance Transformation is not a centralized delivery or solution-design organization; business and delivery teams remain accountable for execution and outcomes. The VP helps keep the portfolio moving by building facts from data, surfacing decisions early, and persistently following up until commitments are delivered, in close partnership with the other DART pillars. The VP uses AI hands-on every day to bring facts together, accelerate analysis, produce high-quality materials, and communicate clearly with executives and delivery teams.

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 to identify inefficiencies and opportunities, with a track record of turning insights into measurable improvement.
Strong hands-on data analysis skills, including advanced Excel and SQL and/or Power BI or Tableau, with experience working with large, imperfect datasets.
Ability to build baselines and defensible benefit and total-cost-of-ownership models.
Proven program management skills, including planning, milestone tracking, RAID management, and status reporting.
Structured problem-solving ability, including using 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, with the ability to hold people to commitments without direct authority and 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, 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 data so they withstand senior and control-function scrutiny.
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 the solution and initiative level.
Operate intake and prioritization and maintain a single 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 aligned to portfolio standards.
Track milestones and dependencies across initiatives and DART pillars, surfacing slippage and risks early.
Follow up with initiative owners to secure inputs, decisions, and deliverables, escalating constructively when commitments slip.
Lead the EUDT and manual-process reduction program end to end, maintaining a complete 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 the effort and risk associated with each EUDT.
Determine where to eliminate, standardize, automate, or migrate work to strategic platforms and certified data, and where a well-controlled EUDT remains fit for purpose.
Set reduction targets with owners and track them to closure; remediation is built by process, tool, and platform owners.
Use hypothesis-driven analysis to break down complex problems and develop recommendations, options, and trade-offs.
Monitor industry trends and benchmark Finance processes, costs, and performance against peers to set targets and inform recommendations.
Respond quickly and accurately to ad hoc analysis requests from transformation leadership.
Prepare transformation leadership and governance meetings end to end, including agendas, pre-reads, decision papers, minutes, and action logs.
Build executive presentations, status reports, briefing notes, and talking points with clear messages, supporting evidence, and the required decision.
Tailor communications to executives and teams executing the work, emphasizing decisions, trade-offs, value, priorities, and next steps as appropriate.
Use AI to accelerate analysis, research, and materials, validating outputs in line with firm AI policies and controls.

Benefits

Retirement savings plan (401K) with company match.
Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages.
Paid time off including vacation, sick leave, short-term disability, and family care responsibilities.
Access to an Employee Assistance Program.
Incentive compensation, including eligibility for annual performance-based awards, subject to stated exclusions.
Eligibility for certain tax-advantaged savings plans.
Inclusive development opportunities.
Flexible work-life support.
Paid volunteer days.
Employee networks.