Lead Forecasting and Analytics, MD

State Street•Boston, MA

About The Position

The Head Forecasting and Analytics on the Financial Planning & Analysis (FP&A) team will own the sleeve of the team overseeing the execution of the forecasting and budgeting processes and key analytics across State Street. This individual will partner with groups within Finance, other functional groups, and business leadership to ensure financial discipline and focus on key productivity and efficiency opportunities. This individual will also lead a team in developing insights and providing advice for the Finance leadership team to drive favorable financial outcomes for the company. The team will be responsible for defining and managing the overall planning and budgeting, financial forecasting, including implementing transformational changes to drive better outcomes for the firm. Additionally, many of the key analytical capabilities and financial modeling will be driven by this team.

Requirements

Ability to consultatively advise senior Finance executives and senior business leaders.
A change mindset and a desire and ability to continuously improve processes.
Strong communication skills at all levels, including an ability to simplify the message for a senior audience while also getting into the details as needed.
Champion of employee development and engagement with ability to develop and train next generation Finance talent.
Proven and successful track record of implementing key financial and business priorities.
Ability to drive transformation within the Finance function.
Forward thinking, innovative leader who has experience working in a finance and accounting organization; particularly in a Financial Planning & Analysis function
Analytical capabilities and track record of transforming processes
Broad Finance leadership experience with 10+ years of experience.
Experience with management of geographically disperse Finance teams
Extensive experience overseeing the business planning and budgeting process

Nice To Haves

Financial Services experience is helpful however all cross-industry leaders are welcome

Responsibilities

Guide the transformation of the processes within the Forecasting and Analytics team, including assessing and implementing new tools, partnering with Finance Transformation to redesign processes and creatively engaging stakeholders to move change along.
Be responsible for the direction of the Forecasting & Budgeting team within FP&A. This team will be tasked with enhancing and re-designing certain processes related to the Budget, Forecast, Strategic Plan and Outlooks to improve effectiveness and efficiency; being open to transforming processes is paramount.
Develop, manage, and execute the overall financial planning and forecasting processes for the company in collaboration with Business Unit CFOs and Corporate Strategy
Point of contact in FP&A for enterprise investment analytics including net spend and benefits
Oversee analytics for all enterprise-wide expense views including all materials for senior level presentations.
Partner with Human Resources to design incentive compensation plans
Produce analytics and ad hoc presentations for a variety of topics; this team will act as the point for various analytical requests; including partnering with Corporate Strategy and Corporate Advisory teams to provide financial analysis for strategic initiatives
Liaise with Business Unit CFOs, Controllers, Investor Relations, Corporate Treasury, Corporate Strategy, and Human Resources teams
Develop reporting and insights that will be used with the company’s Executive Committee and Board of Directors
Drive improvement to standard financial analytics and reporting and bring transparency to the financial statements

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.

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