Managing Director overseeing operations of Alternatives recon function at State Street. Responsible for platform migrations and service delivery improvements across financial services operations.
FM
Hybrid Senior Financial Analyst, Financial Planning & Analysis
Posted 5 days ago
About the role
- Senior Financial Analyst supporting financial planning and analysis activities for investment decision-making. Requires strong FP&A experience in corporate finance with financial modelling skills.
Responsibilities
- Support the creation and maintenance of financial models for operations, forecasting, and evaluation of new initiatives and investment opportunities under varying capital structures.
- Assist with the preparation of financial budgets and forecasts, including budget-to-actual variance analysis on financial results and returns.
- Analyze the impact of changes in revenue, costs, and key assumptions on financial performance and forecast outcomes.
- Build and review models to assess performance using metrics such as cash flow, operating returns, IRR, ROIC, MOIC, NPV, and other relevant KPIs.
- Prepare financial analysis and commentary to provide insight into budget variances, performance trends, and changes to forecasts on an annual, quarterly, and ad-hoc basis.
- Support valuation and performance review processes by coordinating inputs and critically assessing assumptions used in internal and external analyses, as required.
- Contribute to cross-functional budgeting and forecasting processes, including analysis and materials prepared for management and stakeholder presentations.
- Develop and maintain cash flow models, demonstrating a strong understanding of cash drivers and forecasting methodologies to support capital and return analysis.
- Partner with business teams to understand assumptions, risks, and opportunities impacting forecasts and performance outcomes.
- Continuously evaluate and support improvements to financial processes, models, and analytical capabilities.
- Perform ad hoc financial analysis, scenario modelling, and “what-if” analyses to support strategic and operational decision-making.
- Foster strong working relationships across the organization and contribute proactively to Finance’s role as a business partner.
- Effectively manage multiple competing deliverables with accurate and timely execution under tight timelines.
Requirements
- Undergraduate degree in accounting, finance, or other relevant technical discipline.
- CPA designation, with 3+ years of relevant experience.
- Experience in asset management, investment management, corporate finance, or other institutional finance environments is preferred.
- Must have the capabilities to develop and analyze robust financial models.
- Advanced Excel modelling skills, ability to construct professional PowerPoint presentations.
- Strong understanding of statement of earnings, balance sheet, and cash flows.
- Genuinely curious with a desire to understand key metrics and drivers.
- Financial modelling and planning skills oriented towards continuous improvement.
- Strong customer focus with excellent relationship building and a collaborative working style.
- Exceptional communication skills, both written and verbal, including the ability to communicate effectively with all levels of the organization.
- Ability to handle multiple competing deliverables, with accurate/timely delivery under tight timelines.
- Demonstrates the highest level of ethics and personal integrity.
- Experience with financial systems and ERP or planning tools is required; industry‑specific platforms are an asset.
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