Financial Planning & Analysis: Assistant Manager Financial Planning & Analysis: Assistant Manager …

State Street Corporation
in Bangalore, Karnataka, India
Permanent, Full time
Be the first to apply
State Street Corporation
in Bangalore, Karnataka, India
Permanent, Full time
Be the first to apply
State Street Corporation
Financial Planning & Analysis: Assistant Manager
Job Description:

  • Completion of high quality deliverables within the committed timeframe. Deliverables vary by BU focus but typically relate to;
    • Month/quarter/year-end closing and forecast
    • Annual operational planning process (budget)
    • Revenue reviews (direct revenues and allocated revenues)
    • Monthly revenue waterfalls
    • Multi-dimensional profitability (business, region, product and client)
    • Business volumes trending (e.g. market activity, client activity headcount)
    • Variance analysis along with preparation of management presentations describing insights
    • New business pipeline
  • Self-review of reporting & analytics deliverables for first pass accuracy and presenting analytical results, findings as needed
  • May be required to participate in or conduct a wide range of accounting and financial analyses on critical and complex issues which may include variance analysis, forecasts, budgeting, revenue drivers and accounting transactions.
  • Serves as a subject matter expert on a particular financial management matter
  • Participates in or manages function specific projects as needed
  • May develop and/or update various financial models to generate analyses
  • Collects information and analytical needs from management to determine analysis approach
  • Prepares reports and presentations packages. Interprets results for management.
  • May provide guidance to less seasoned analysts

Job Requirements:

  • Education and Experience:
  • Bachelor's and 6 - 7 years relevant experience or Master's and min 4 - 5 years ideally covering multiple of the following:
    • Financial Planning & Analysis in a global setting
    • Direct support to business or product line management / executives
    • Financial services setting
    • Prior experience into Revenue reporting or Salesforce reporting will be an added advantage
    • Experience with preparation of budgets for multi-national companies
    • Multi-dimensional profitability (business, product, client)
    • Project experience
    • Variance analysis and reporting of insights
    • Financial modelling
    • Sales pipeline analysis
    • Revenue accruals

Skills/ Knowledge:
  • Must be able to work in a fast paced environment
  • Must possess strong communication skills with ability to participate in or lead conference calls and present financial results to financial and non-financial audiences at various levels of seniority
  • Pride of ownership with the ability to drive results within the Business
  • Solid business knowledge as it relates to the financial services industry
  • Proficiency in Microsoft Office suite (Excel, Access, PowerPoint, Word, Visio), advanced levels of excel (pivot tables, formulas, excel workbook maintenance best practices)
  • Knowledge of Hyperion Essbase
  • Knowledge of Salesforce
  • Strong Analytical skill set
  • Financial product and institution knowledge
  • This is a visible role. Excellent communication, organizational and presentation skills, and ability to present complex financial matters to management
  • Self-motivated, self-assured, and self-managed
  • Results oriented ownership mindset
  • Ability to analyze and summarize complex financial matters and their impact to the bank
  • Ability to multi-task and work under high pressure deadlines
Company Overview

From technology and product innovation to corporate responsibility and community development, 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 - strengthening markets, building communities and creating opportunities for growth.

We owe that longevity to the commitment, expertise and creativity of our employees. Our continued success depends on our ability to attract and develop the best talent in the industry. That's why we're keenly focused on employee development, corporate citizenship and inclusion.

For us, success comes in the mark we make as an organization - for the industry, our clients, our communities and each other.

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