Lead Forecasting and Analytics, Managing Director at State Street in Boston, Massachusetts

Job Description:

Who we are looking for

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 small team 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.

Why this role is important to us

The team you will be joining, FP&A, plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As Head of Forecasting & Analytics, you will

• Be responsible for the direction of a new 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


• 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

These skills will help you succeed in this role

• 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.


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


• Experience with management of geographically disperse Finance teams


• Extensive experience overseeing the business planning and budgeting process

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary Range:
$170,000 - $267,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.