Assistant Vice President - Corporate FP&A

About The Role

Key Responsibilities

• Financial Planning & Forecasting Support development and maintenance of corporate budgeting and forecast models Coordinate consolidation of BU inputs and validation of assumptions Drive improvements in forecasting methodology and accuracy Analytical Reconciliation & Financial Control Perform reconciliation across systems, planning outputs
• reported results Identify and resolve discrepancies and control gaps Strengthen validation frameworks and financial integrity Business Driver & Performance Analysis Analyze enterprise and BU-level financial drivers Deliver variance analysis and actionable insights Translate operational drivers into financial outcomes Medium-Term Outlook & Strategic Planning Support MTO and strategic planning processes Perform scenario analysis and sensitivity modeling Align financial outputs with long-term strategy Monthly Business Review (MBR) & Reporting Coordinate and support MBR cycle deliverables Prepare executive-level materials and insights Ensure consistency and quality across reporting outputs Key Performance Objectives 1.
• Forecast Accuracy & Planning Rigor Achieve high levels of forecast accuracy across revenue, expense
• key financial metrics (e.g., minimizing variance vs. actuals) Improve quality and consistency of forecasting assumptions across business units Deliver on-time, complete budget and forecast submissions across all planning cycles 2.
• Financial Integrity & Control Ensure full reconciliation between planning, reporting
• financial systems with minimal unexplained variances Reduce manual adjustment requirements and reconciliation breaks over time Establish and maintain strong controls and validation processes across FP&A outputs 3.
• Insight Generation & Decision Support Deliver clear, actionable insights on key financial drivers and variances in MBR and forecast cycles Provide forward-looking analysis identifying risks and opportunities with quantified impact Increase adoption and usage of analytical outputs by senior stakeholders 4.
• Strategic Planning Contribution Support development of the medium-term outlook with accurate translation of strategy into financial outcomes Deliver scenario analyses that inform key strategic decisions (e.g., growth, cost optimization, investment prioritization) Improve linkage between strategic initiatives and financial plans 5.
• MBR Execution & Reporting Excellence Ensure timely and high-quality delivery of MBR materials with minimal rework Enhance clarity, consistency
• executive-readiness of reporting packages Identify and implement improvements in the MBR process to reduce cycle time and complexity 6.
• Process Improvement & Efficiency Identify and execute opportunities to improve FP&A processes (automation, standardization, simplification) Reduce turnaround time and manual effort in key deliverables (forecasting, MBR, reconciliation) Contribute to adoption of new tools, technologies
• best practices (e.g., data automation, AI-enabled analytics) 7.
• Stakeholder Partnership & Influence Build strong relationships with BU Finance teams and corporate stakeholders Effectively challenge assumptions and improve quality of inputs Demonstrate ability to communicate financial insights clearly to senior audiences Qualifications & Experience Bachelor’s degree in Finance, Accounting, Economics
• related field 5+ years of FP&A or corporate finance experience, preferably within financial services Strong financial modeling, analytical
• data management skills Experience supporting forecasting and strategic planning processes Core Competencies Strong analytical rigor and attention to detail Effective stakeholder management and communication skills Ability to synthesize complex data into clear insights Comfort operating in fast-paced, deadline-driven environment Continuous improvement mindset Salary Range: $80,000 - $140,000 Annual The range quoted above applies to the role in the primary location specified.
• If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
• Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match
• insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
• paid-time off including vacation, sick leave, short term disability, and family care responsibilities
• access to our Employee Assistance Program
• incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
• and, eligibility for certain tax advantaged savings plans.
• For a full overview, visit https://hrportal.ehr.com/statestreet/Home .
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