Who We Are Looking For

The Senior Associate – Revenue Insight Center provides subject matter expertise in Financial Planning & Analysis, with a strong focus on software-based revenue, lending related revenue and other fee revenue models for complex custody bank revenue streams. The role requires developing a deep understanding of State Street's business practices across multiple Business Units.

We are looking for a technically strong, forward-thinking analyst who can not only perform complex reporting and analytics with a strong level of independence but also modernize and automate how that analysis is built and delivered. The individual will support ad-hoc requirements of the Revenue IC Lead and Business Unit Chief Financial Officers (CFOs) for Investment Services, while bringing a continuous-improvement mindset to reporting tools and processes.

What You Will Be Responsible For

Monthly revenue waterfalls including variance analysis, along with preparation of management presentations describing key insights
Month-end, quarter-end, and year-end close and forecast, as well as the Annual Operational Planning process (budget) and Medium-Term Outlook (MTO) forecasting
Conduct detailed variance analysis and highlight key insights and drivers for the Investment Services Business
Provide a holistic view of business performance, including new business, pipeline, backlog installations and revenue backlog for Front Office Businesses (leveraging Salesforce CRM data), and retention metrics
Build, automate, and maintain interactive dashboards and reporting (Power BI / Tableau) to streamline recurring reporting and improve the speed and quality of insights
Manage multiple stakeholders and deliverables simultaneously across Outlook (forecast) cycles and month-end reporting cycles
May be required to participate in or conduct a wide range of ad-hoc financial analyses on critical and complex issues
May develop and/or update various financial models and automated workflows to generate analyses
Collaborate across geographies to promote consistency, knowledge sharing, and accuracy in reporting

Job Requirements

Education & Experience

6–9 years of experience in Financial Planning & Analysis
Experience supporting a software-based business OR investment services custody businesses in general, or product line management / senior executives
Proven experience in financial statement preparation and analysis within a global environment
Demonstrated experience building automated reporting solutions and data visualizations that reduce manual effort and improve reporting cycle times

What We Value

Advanced proficiency with data visualization and finance automation tools – Power BI and/or Tableau (data modeling, DAX/measures, dashboard design and maintenance) and workflow automation tools such as Alteryx
Working knowledge of Hyperion Essbase, SmartView, and Salesforce 360 / CRM data
Knowledge of US GAAP, particularly ASC 606, is an added advantage
Knowledge & experience in a software revenue business
Advanced proficiency in Microsoft Office Suite:

Excel (pivot tables, advanced formulas, workbook maintenance best practices)
Power BI dashboards (power queries, measures, maintenance of dashboards)
Copilot, Access, PowerPoint, Word

Ability to operate effectively under pressure in a fast-paced, dynamic, and evolving delivery environment
Strong communication skills with high attention to detail and strong organizational skills
Ability to prioritize workload and manage stakeholder expectations across concurrent cycles
A positive, proactive, and forward-thinking mindset – someone who anticipates needs, drives process improvement, and looks for smarter ways to work
Strong problem-solving capability

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.

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Job ID: R-794969

Revenue Insight Center - Assistant Manager