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Job Description

Who we are looking for


The Financial Analyst/Officer will report to the VP, FP&A Revenue Insights Center -- Analytics and will play a critical role providing overall FP&A Support, Leadership and Strategic Insights, located in Boston.  The individual will be focused on enhancing, financial planning, reporting and development of business orientated operating metrics and presentations. The incumbent will also play a critical role developing financial frameworks and methodologies, and coordinating the strategic support across the team.


Why this role is important to us


The team you will be joining 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 Financial Analyst you will:


  • Revenue planning, forecasting and analysis of results and projections
  • Development and production of meaningful reports, metrics and analysis to facilitate in-depth understanding of results.
  • Lead: preparing analysis, commentary and presentation material for financial reviews with FP&A and LFO Senior management.
  • Assist in the strategic plan, budget and forecasting processes including input and interfacing with finance and business managers.
  • Participation in process improvement efforts to streamline the development of forecasts/plans including Finance related activities.
  • Drive strategic insights across the entire Revenue team with a change-agent mindset

Education & Preferred Qualifications


Ability to execute and drive results with cross-functional teams.


  • Ability to work confidently and build strong relationships.
  • Demonstrated problem solving skills.
  • Strong analytical, business partnership and influencing skills.
  • Strong prioritization and project management skills.
  • Proven ability and flexibility to manage multiple priorities on a deadline basis.
  • Excellent verbal and written communication skills.
  • Strong communication & presentation skills.
  • Focus on accuracy and efficiency.
  • Strong leadership and management skills, Team player and self-starter.
  • Ability to identify, define and execute process improvement opportunities.
  • Strong Essbase and Hyperion skills

Are you the right candidate? Yes!


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


Skill Development Opportunities


As an Revenue Insight Center employee, you will have the opportunity to gain the following skills and learning:


  • An understanding of Global Revenue Forecasting and Budgeting Process
  • Identification and implementation of Risks & Opportunities across State Street Revenue Streams
  • Communication and Facilitation of financial / actionable results in succinct manner to top management

State Street's Speak Up Line


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