Financial Planning & Analysis, Assistant Vice President

About the role

State Street is seeking an Assistant Vice President 2 (AVP) in Financial Planning & Analysis to operate in a dual-hat capacity across the CCG Business and the Central FP&A & CAO organization in Bangalore, India. The role independently leads complex financial analyses, synthesizes insights from multiple data sources, and communicates actionable insights to senior leadership to support business decision-making and strategic execution. Day-to-day responsibilities span financial reporting and analysis, headcount and workforce analytics, planning and forecasting, central FP&A and CAO deliverables, process improvement and automation, stakeholder partnership, accounting and close support, and governance. The position is full-time with a 4-day work week.

What you’ll do

• Prepare and support monthly, quarterly, and annual financial reporting packages for business and finance leadership
• Lead preparation of financial analyses, variance commentary, expense walks, and management reporting materials
• Lead headcount reporting and workforce analytics across the CCG organization, including commentary on workforce movements
• Support annual budget, quarterly outlook, monthly forecast, and long-range planning processes, and develop financial models and scenario analyses
• Own and support key Central FP&A & CAO deliverables, including Monthly, Quarterly, and Full Year Flash Reports, the Swing List, Close Working File, and Variance Commentary
• Support development of analytics and financial content for the Investor Relations Deck, Index and FX reporting, and CEO Flash
• Perform Indirect Expense Allocation Analysis and coordinate and manage Vendor Reporting, including spend analysis and trend reporting
• Identify opportunities to automate, simplify, and enhance reporting processes, and lead initiatives focused on automation, digitization, and standardization

What you’ll bring

• 10-15+ years of relevant experience in FP&A, Finance, Accounting, Audit, Business Finance, or Operations, preferably within Financial Services or Asset Management
• Bachelor's or Master's degree in Finance, Accounting, Economics, Business Administration, or a related field
• Strong accounting foundation with demonstrated FP&A and business partnering experience
• Proven experience supporting both business-unit finance and centralized finance/business management functions
• Advanced Excel skills, including financial modeling, forecasting, and scenario analysis
• Strong PowerPoint skills with the ability to create executive-level presentations and storytelling materials
• Excellent verbal and written communication skills, with the ability to present complex financial information to senior management
• Ability to operate independently and manage multiple priorities across business-facing and enterprise finance responsibilities

Nice to have

• Hands-on experience with planning, forecasting, and reporting systems, including Oracle / Essbase / SmartView, IBM Planning Analytics (TM1), and Adaptive Planning (preferred)
• Experience with reporting automation, process transformation, dashboard development, and data-driven decision support is strongly preferred
• Strong stakeholder management and influencing capabilities, including the ability to influence without direct authority
• Strong project management, organizational, and change management capabilities
• Continuous improvement mindset with a focus on automation, simplification, and value creation
• Strong analytical, quantitative, and problem-solving capabilities with exceptional attention to detail

Skills

Education

Bachelor's or Master's degree in Finance, Accounting, Economics, Business Administration, or a related field