Who we are looking for

Charles River Development is driving dramatic transformation acrossa number ofdifferent areas including business strategy to better position the company to continue thriving and growing in the exciting Fin/Tech SaaS space. The FP&A team sits at the forefront of many of these changes and plays a key role in helping the company manage through them. FP&A provides financial support to the key stakeholders (CRD CEO, executive management team, Corp Groups, etc.) and is responsible for managing a global P&L in a high growth business.

We are looking for a highly committed, technically sound and organized individual with strong analytical skills and successful record of accomplishment. The LFO support will partner with the Lead Financial Officer for Expense functions and support the monthly & quarter financial reporting, developing and maintaining financial models to support the annual planning and monthly projections and various ad hoc requests, projects.

The role will involve understanding both financial & operational aspects of the business with the successful candidate being able to solve problems, analyze and provide concise insights to both members of the team and business partners.

What you will be responsible for

• Assist with the preparation of the internal, external monthly & quarterly financial presentations that includes key financial insights & KPIs
• Support the annual planning and monthly forecasting processes including, including on-going financial forecasts and long-term plans in the realm
• Forecasting and rest of year risks and opportunities with potential levers, including providing insight to forecast and future performance
• Participate in the company-wide strategic planning process to establish financial targets and key business assumptions while developing thoughtful methodologies and applying financial rigor throughout the process
• Maintain & develop financial models and scenario analysis to support valuation, planning, and forecasting for revenue streams, expense & productivity, full P&L & overall ROI analysis
• Utilize current documentation and tools/methodologies and recommend new solutions to improve/automate existing and new processes and support new initiatives
• Build strong relationships and coordinate with peers, other business groups and leaders across the enterprise, and develop a detailed understanding of their issues, challenges and opportunities.
• Point of contact for any financial analytics or analysis required by the respective line of business or corporate function head.
• Lead special projects

Education & Preferred Qualifications

• Minimum of 3-5 years of experience in Finance/ Financial Planning and Analysis
• Demonstrated proficiency in a quantitatively heavy position. Strong quantitative and analytical competency is necessary.
• Superior Excel skills including logic functions
• Self-starter with excellent interpersonal communication, sense of urgency as well as exceptional written skills
• Demonstrated analytical and problem-solving skills. Data driven and detail oriented, yet able to elevate to a strategic level
• Not required but experience in technology and/or SAAS and exposure revenue recognition principles would be a plus

What we value

These skills will help you succeed in this role

• Strong communication skills
• Detail oriented and well organized, strong interpersonal skills, ability to prioritize work, ability to interact and manage expectations from Senior Management.
• Highest standards of accuracy and precision
• Have solid problem solving skills as well as written and verbal communication skills.
• Strong Excel and PowerPoint skills preferred, knowledge of systems a plus (Essbase, Smartview, Oracle, Tableau, Access)

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

Read our