Planning, VP

State Street•Boston, MA

2d•$110,000 - $188,750

About The Position

The Vice President plays a central role in both strategic deal execution and driving the next phase of pricing evolution. This role requires an individual who acts as a driver and engine across the team—taking ownership of complex deal analytics while also leading improvements in how pricing operates. The expectation is to combine strong analytical capability with initiative, proactively moving work forward and leveraging innovation, automation, and AI to improve speed, clarity, and decision-making.

Requirements

Bachelor’s degree required
8+ years experience in strategic finance, M&A, investment banking, consulting, or pricing
Strong experience with financial modeling and deal evaluation
Proven ability to explain economics clearly
Track record of taking initiative and driving change
Experience working across multiple stakeholders

Nice To Haves

MBA or Master’s degree preferred
CFA, CPA, or similar certifications preferred
Experience leveraging AI, automation, or data tools preferred
Financial services experience preferred

Responsibilities

Lead and own analytics on the most complex deals and clearly explain overall economics in a simple, structured way.
Lead financial analysis for lift-outs, M&A-related work, and strategic client engagements.
Build and evaluate integrated deal economics across revenue, cost, and long-term profitability.
Support commercial structuring and evaluate key trade-offs across deal scenarios.
Translate detailed analysis into clear, top-down explanations of deal economics.
Deliver structured, decision-ready outputs that enable stakeholders to act quickly.
Act as a driver of change, advancing pricing capabilities through innovation, automation, and AI.
Take ownership of identifying gaps and drive improvements forward.
Evolve pricing methodologies, templates, and benchmarking approaches.
Leverage AI and automation to reduce manual work and accelerate analysis.
Drive adoption of scalable workflows.
Raise the standard for speed, clarity, and output quality.
Proactively engage stakeholders early and drive alignment across complex situations.
Partner with Sales, M&A, Product, Finance, and Global Delivery.
Reach out early to understand needs and shape deal direction.
Align on assumptions and priorities.
Anticipate and address issues proactively.
Act as a trusted analytical partner.

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