Financial Planning and Analysis, Charles River Development, AVP

State Street • Burlington, MA

10d • $70,000 - $130,000

About The Position

We are seeking a Finance Manager with exceptional critical thinking and analytical skills who can work independently. A professional who wants to be part of a growing organization and having a significant impact on the business. This is a highly visible position in the company. Seeking someone who can take the initiative and be truly accountable. Candidate will work very closely with regional leaders and functional leaders. The position reports to the Director of Finance, will be a business partner and manage the planning and forecasting processes company-wide. Lead in complex financial modeling and implement process improvement initiatives. This position is based in Burlington, Massachusetts.
The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019. Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.

Requirements

• Business acumen and outstanding partnership. Serve as a trusted, strategic finance partner to the leadership team in the areas of operating expenses, capital spend, ROI, operational efficiency, revenue growth, and profitability and help define and develop a 3–5-year operating plan.
• Critical thinking in a structured fashion and translate leadership discussions into an analytical decision-making framework Coaching
• Demonstrated ability to interact effectively with senior management. Excellent interpersonal communication as well as written skills.
• Ability to manage multiple, simultaneous priorities.
• Proven organizational skills with attention to detail.
• Ability to achieve results without close supervision.
• A BA/BS degree required, preferably in Finance, Accounting, Business Administration, or another related major
• 5+ years of progressively responsible experience in business, finance or similar relevant experience.
• Demonstrated proficiency in a quantitatively heavy position. Strong quantitative and analytical competency is a must.
• Thorough understanding of financial planning principles.
• Advanced Excel skills including logic functions.

Nice To Haves

• CPA/MBA strongly preferred.
• Experience in technology and/or SAAS is a plus.

Responsibilities

• Support the annual budgeting and monthly forecasting processes, including detailed analytics and financial recommendations related to the assumption and goal setting process.
• Build detailed P&L-level models, run scenario analyses, and perform ad-hoc analyses to assist executive management in making financing, budgeting, and investment decisions.
• Logically structure complex issues and communicate conclusions and alternatives to a range of senior executives including the CFO. Research large amounts of data that requires consolidation to allow concise analysis.
• Utilize current documentation and tools/methodologies and recommend new solutions to improve/automate existing and new processes and support new initiatives.
• Develop dashboards KPI/metrics that provide management daily visibility into the performance and health of the business. Anticipate financial planning needs by providing monthly, quarterly and year-end reporting and analysis as needed.
• Coordinate across departments/functions internally to communicate and produce deliverables on a timely basis.

Benefits

• Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our 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 (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level