Global Head of FP&A and CFO, CAO Division, VP

Who we are looking for

The State Street Investment Management (SSIM) Head of FP&A and CFO for the Chief Administration Office (CAO) is a “dual hatted” Vice President (640) level position located in Boston, Massachusetts and responsible for all Management Reporting and Analysis, Forecasting, Budgeting, and strategic planning for the SSIM business as well as responsible for the development and execution of the financial strategy for the Chief Admin Office (CAO) division of the SSIM business.

This position is a key partner to the SSIM CFO, CAO, Corporate FP&A, Development and Strategy teams as well as the Investor Relations team, ensuring that SSIM results are reported accurately, transparently, and in a timely manner. This role will report directly to the SSIM CFO.

SSIM is the asset management division of State Street and is the fourth largest asset manager in the world, with ~$5.7 trillion in assets under management, including close to $2 trillion in ETFs. The vision of the business is to be the world’s leading partner and provider of innovative investment exposures and tailored solutions for clients.

• Be responsible for all planning, budgeting, forecasting, management reporting, and financial analysis for the SSIM business globally.
• Be responsible for designing and executing the strategic financial management priorities for the CAO division, including planning and budgeting, forecasting, and management reporting.
• In partnership with SSIM business unit CFOs, monitor all aspects of financial tracking of strategic investments for the SSIM business.
• Manage the monthly business review (M ) process through designing of standardized presentation materials, effective communication of deadlines and expectations, attendance of meetings, and dissemination and tracking of follow‑ups.
• Contribute to the calculation of the S‑Curve profit based incentive compensation plan in partnership with HR/Compensation team.
• Manage a team of direct and indirect reports, as well as various senior SSIM Finance leader stakeholder relationships across the globe.
• Partner with Corporate FP&A, Investor Relations, Controllership leaders and Corporate Strategy teams to provide transparency on SSIM financial performance to the broader State Street organization.
• As a key advisor to the SSIM CFO, help identify strategic risks and opportunities and recommend courses of action.
• Drive improvement to standard financial analytics and reporting and bring transparency to the financial statement for SSIM business leaders.
• Attract, develop, motivate and retain a diverse next generation of Finance talent.

• Forward thinking, innovative and influential leader.
• Strong execution, collaboration and strategic skills.
• Excellent presentation and visualization skills.
• Champion of employee development and engagement.

• Broad Finance & Accounting global leadership experience with 10+ years of experience including FP&A, working in financial services.
• Experience overseeing business unit planning and budgeting process, and experience with management reporting processes.
• Has served as a key advisor to senior business leaders and Finance executives.
• Proven and successful track record of implementing key financial and business priorities.
• Asset Management experience a plus.

$110,000 - $207,500 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.

We are an Equal Opportunity Employer and 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.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.