Job Description

Who We Are Looking For

We are seeking a senior finance leader to head enterprisewide Client Profitability, Product Profitability, and Return on Capital (ROC) insights. This role owns the endtoend profitability lifecycle—from production and governance to advanced analysis and executive decision support—and plays a critical role in shaping pricing, client strategy, and capital allocation decisions.

In parallel, the FP&A Managing Director will lead a largescale transformation of profitability platforms, data, and processes to improve efficiency, scalability, and risk discipline. This is a highimpact leadership role requiring strong analytical depth, executive presence, and the ability to lead and develop a global team of approximately 15 professionals.

The role partners closely with Business CFOs, Accounting, Technology, and Data teams to ensure strong financial governance, transparency, and sustainable value creation.

What You Will Be Responsible For

Client, Product & Capital Profitability

Own Client P&L, Product Profitability, and ROC reporting and analytics across the enterprise.
Ensure profitability outcomes are accurate, consistent, and clearly explainable for business and executive use.
Deliver driverbased insights on revenue, costs, funding, and capital impacts.

Executive Partnership & Decision Support

Act as a trusted finance partner to senior business and finance leaders.
Translate complex profitability and capital analytics into clear executive narratives.
Ensure insights are embedded in pricing, performance management, and incentive decisions.

Platform Modernization & Transformation

Lead modernization of profitability systems, data platforms, and processes.
Drive automation and simplification to reduce manual effort, cycle times, and operational risk.
Ensure solutions are scalable, controlled, and valueadding.

Data, Controls & Risk

Establish strong data governance, controls, and reconciliation frameworks aligned with audit and regulatory standards.
Maintain disciplined methodology governance and alignment with accounting and capital frameworks.

People Leadership

Build and lead a highperforming global team.
Set clear accountability and develop futureready finance and analytics capabilities

Must-Have Strengths

Ability to translate complex concepts to simple explanations
Fluency in financial metrics
Proven platform transformation leadership
Executive presence – can challenge senior leaders credibly and calmly
Strong risk and controls mindset

Other Differentiating Factors

Prior experience with HPCM/PCM platforms
Experience with unit or driver based cost models
Leading a globally distributed teams through change
Experience managing multiple stakeholders through change
Experience sponsoring and implementing true AI use cases

Measures of Success

High stakeholder confidence in profitability and ROC insights
Reduced reporting cycle times and manual interventions
Successful delivery of platform and data modernization initiatives
Improved transparency, governance, and audit outcomes
Strong team engagement and capability development

Education & Preferred Qualifications

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
Strong technical and financial system expertise
Broad Finance leadership experience with 10+ years of experience; MBA or advanced degree a plus
Financial Services experience is helpful however all cross-industry leaders are welcome
Demonstrated ability to engage, influence, and partner with executive leaders, exhibiting strong executive presence and credibility when communicating complex financial insights, risks, and recommendations to senior management and key stakeholders.
Proven capability to understand evolving business needs and translate them into scalable financial reporting, analysis, and insights, enabling informed decisionmaking and alignment between Finance strategy and broader organizational objectives.
Experience with management of geographically disperse Finance teams
Have strong problem-solving skills as well as written and verbal communication skills
Ability to work under pressure in a fast paced, challenging environment and deliver on multiple and competing priorities/projects in an accurate and timely manner

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

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

Job ID: R-785844

Qualifications

& Preferred Qualifications

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 proc

Company Description

At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.

With over 200 years of global financial leadership, we equip institutional investors through a comprehensive suite of capabilities:

Investment Services: Integrated front-to-back solutions across custody, accounting, and operations.

Investment Management: Index and active strategies from one of the world's largest asset managers.

Markets: Multi-asset trading, FX solutions, and data-driven research to enhance portfolio value.

Who We Are

50,000+ employees worldwide
Active in 100+ markets
#1 in ETF servicing

What You'll Find Here

Executive perspectives and thought leadership
Timely market commentary and macro insights
Our views on investment operations, ETFs, private markets, and digital finance
Stories reflecting our culture, values and commitment to diversity and inclusion

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