Who we are looking for
The Officer – Revenue Insight Center provides subject matter expertise in Financial Planning & Analysis, with a strong focus on software-based revenue models and complex revenue streams. The role requires developing a deep understanding of State Street's business practices for a software revenue-driven Business Unit, including contract-based revenue recognition under ASC 606.
The individual is expected to independently perform complex reporting and analytics, supporting ad-hoc requirements of the Revenue IC Lead and Business Unit Chief Financial Officer (CFO) for a front office business unit.
What you will be responsible for
•Monthly revenue waterfalls including variance analysis along with preparation of management presentations describing insights
•Month/quarter/year-end closing and forecast as well as Annual Operational Planning process (budget)
•Conduct detailed variance analysis and highlight key insights and drivers for a Software BU
•Provide a holistic view of business performance, including new business, pipeline, backlog installations and retention metrics
•Collaborate with CFO, Billing and Accounting teams to identify and resolve issues / concerns
•May be required to participate in or conduct a wide range of ad-hoc financial analyses on critical and complex issues
•May develop and/or update various financial models to generate analyses
•Collaborate across geographies to promote consistency, knowledge sharing, and accuracy in reporting
•Lead, mentor, and develop a team of analysts
Job Requirements
Education & Experience
•9-12 years of experience in Financial Planning & Analysis
•Experience supporting software-based business or product line management / senior executives
•Proven experience in financial statement preparation and analysis within a global environment
What we value
•Working knowledge of Hyperion Essbase, SmartView, Power BI, Alteryx, SalesForce 360
•Knowledge of US GAAP, particularly ASC 606, is an added advantage
•Knowledge & experience in a software revenue business
•Advanced proficiency in Microsoft Office Suite:
•Excel (pivot tables, advanced formulas, workbook maintenance best practices)
•Power BI dashboards (power queries, measures, maintenance of dashboards)
•Co-Pilot, Access, PowerPoint, Word
•Ability to operate effectively under pressure in a dynamic and evolving delivery environment
•Strong communication skills with high attention to detail and organizational skills
•Ability to prioritize workload and manage senior stakeholder expectations
•Strong problem-solving capability
