Client Profitability (Client P&L) Transformation, Analytics & Technology, VP

Key Responsibilities

• Transformation, Automation & Continuous Improvement Develop and execute a Client P&L automation roadmap aligned with Finance Transformation objectives.
• Identify, prioritize, and implement automation opportunities across production, reporting, and analytics processes.
• Drive process simplification initiatives to improve scalability and strengthen controls.
• Redesign operating models with stakeholders to maximize efficiency.
• Establish governance and metrics to track productivity, quality, and business benefits.
• DART Partnership & Innovation Act as the primary Client P&L representative for DART initiatives.
• Evaluate AI, Automation, and Analytics solutions for deployment.
• Support Finance AAA capabilities.
• Champion innovation and continuous improvement.
• PCM Implementation & Technology Leadership Support PCM implementation, enhancements, and adoption initiatives.
• Lead requirements gathering, testing, UAT, and implementation planning.
• Migrate manual allocation methodologies into scalable platforms.
• Improve traceability, controls, reconciliations, and reporting.
• Support future-state profitability architecture and integrations.
• Client P&L Systems & Analytics Optimization Build expertise in methodologies, systems, and data architecture.
• Drive data quality, allocation process, reporting, and analytics enhancements.
• Promote self-service reporting and dashboards.
• Support advanced analytics and profitability insights.
• Business Partnering & Stakeholder Management Collaborate with executives, relationship managers, pricing, finance, and technology partners.
• Translate business requirements into solutions.
• Present recommendations, risks, and outcomes to senior stakeholders.
• Facilitate cross-functional alignment.
• People & Leadership Provide leadership, coaching, and mentorship to team members involved in transformation, analytics, and technology initiatives.
• Lead performance management processes, including goal setting, performance reviews, coaching, and development planning.
• Foster a culture of accountability, collaboration, innovation, and continuous learning.
• Develop talent pipelines, succession plans, and career development opportunities.
• Attract, retain, and develop high-performing talent.
• Support enterprise change management activities.
• Hold teams and stakeholders accountable for delivering transformation objectives, adoption milestones, and measurable business outcomes.
• Required Qualifications Education Bachelor's degree in Finance, Accounting, Economics, Business, Information Systems, Data Analytics, or related field.
• MBA, CPA, CFA, or equivalent qualification preferred.
• Experience 10–12+ years of experience in Finance, FP&A, Client Profitability, Business Analytics, Finance Transformation, or related disciplines.
• Demonstrated success leading large-scale transformation or technology programs.
• Experience partnering with Technology organizations to implement business solutions.
• Strong understanding of financial reporting, profitability analytics, allocation methodologies, and management reporting.
• Technical Skills PCM / HPCM / Oracle EPM platforms Alteryx Power BI Tableau SQL AI, Automation & Analytics technologies Data management and reporting platforms Financial systems integration and process automation solutions Core Competencies Strategic Thinking Technology & Innovation Analytical Excellence Influence & Collaboration Execution Excellence Leadership Behaviors Lead through innovation and continuous improvement.
• Demonstrate ownership and accountability for outcomes.
• Hold cross-functional teams, project owners, and stakeholders accountable for delivering transformation milestones, adoption objectives, and business outcomes.
• Foster collaboration across business and technology teams.
• Champion automation and digital transformation.
• Develop talent and promote a high-performance culture.
• Drive data-driven decision making.
• About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.
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• vibrant employee networks that keep you connected to what matters most.
• Join us in shaping the future.
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