Job Description
Basic Purpose of Job:
The SSGA FP&A Analyst provides Financial Planning & Analysis and develops a thorough understanding of State Street and SSGA’s business practices to effectively perform independent, complex reporting or analytics to support the regular and ad-hoc needs of the Lead Financial Officer (LFO)
Responsibilities & Tasks include:
- Collaborate with the business, key stakeholders, and Finance / Accounting teams to ensure the timely, accurate and effective delivery of recurring tasks and ad-hoc initiatives.
- Deliverables vary by BU focus but typically include:
- Annual operational planning process (budget) and MYF (Mid-Year Forecast);
- Month/quarter/year-end closing activities;
- Monthly & Quarterly Financial Reporting;
- Variance analysis along with preparation of management presentations describing insights; and
- Headcount reporting including headcount movement pertaining to New Business, turnover details etc.
- Responsible for timely and accurate preparation of various financial analysis on critical and complex issues which may include variance analysis, forecasts, budgeting and accounting transactions.
- Prepare reports and presentations packages, interpreting results for management in a clear and concise fashion.
- Prepare and review all critical reports and analytics for self and team members, and present analytical results and findings, as needed.
- Update and/or develop various financial models to generate analysis.
- Serve as a subject matter expert, and drive project workstreams to enhance and automate Finance processes and reporting.
Job Requirements:
Education and Experience:
- 5-7 years of experience within Financial Planning & Analysis
- CA/MBA or secondary education preferred
- Investment Management industry experience
- Preparation and analysis of Financial Statements and experience in a global setting
- Direct support to business or product line management / executives
- Strong data modeling expertise leveraging Power Query, Power BI etc.
- Project experience preferred
Skills/ Knowledge:
- Completion of high-quality deliverables within committed timeframes.
- Knowledge of Hyperion Essbase, Smartview, Alteryx, Tableau.
- Proficiency in Microsoft Office suite (Excel, Access, PowerPoint, Word), advanced levels of excel (pivot tables, formulas, excel workbook maintenance best practices)
- Ability to work under pressure and overcome challenges from a constantly shifting delivery landscape
- Strong executive presence, detail oriented and well organized, strong interpersonal skills, ability to prioritize work, ability to interact and manage expectations from Finance team and Senior Management.
- Have solid problem-solving skills as well as written and verbal communication skills.
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