State Street US | Finance Data Transformation Lead, Vice President

Responsibilities

• 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.
• It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
• Process Insight & Data Analysis
• Analyze existing Finance and Treasury process inventories to identify inefficiencies, manual touchpoints, spreadsheet-based EUDTs, control gaps and opportunities to simplify, standardize or automate.
• Perform root-cause analysis and reconcile findings to source so they withstand senior and control-function scrutiny.
• Define KPIs before delivery starts and measure realized benefits and adoption against baseline using actual data.
• Partner with the CFO organization to track budget, actuals and total cost of ownership at the solution and initiative level, so cost can be measured against value.
• Operate intake and prioritization, and maintain the single portfolio view of investments, commitments, benefits, risks and dependencies.
• Run the governance cadence: prepare decision papers, record decisions and track actions to closure.
• Check new demand against existing enterprise capabilities, and prepare fact-based requirements and scoring for partner evaluations through the Sourcing process.
• Provide program management support across portfolio initiatives: integrated plans, milestones, RAID logs and status reporting, applied consistently with portfolio standards.
• Track milestones and dependencies across initiatives and the other DART pillars, surfacing slippage and risks early.
• Follow up persistently with initiative owners to secure inputs, decisions and deliverables, escalating constructively when commitments slip.
• Lead the program end to end, maintaining a complete inventory of spreadsheet-based EUDTs and manual activities with owners, volumes, effort, criticality and risk, in line with firm EUDT policy.
• Set reduction targets with owners and track them to closure; remediation is built by process, tool and platform owners.
• Monitor industry trends and benchmark Finance processes, costs and performance against peers to set targets and sharpen recommendations.
• Respond quickly and accurately to ad hoc analysis requests from transformation leadership.
• Prepare transformation leadership and governance meetings end to end: agendas, pre-reads, decision papers, minutes and action logs.
• Build executive presentations, status reports, briefing notes and talking points with a crisp message, supporting evidence and the decision required.
• Use AI to accelerate analysis, research and materials, validating every output in line with firm AI policies and controls.

Requirements

• 6–10 years of experience in Finance transformation, process improvement, analytics or management consulting within a large, complex organization.
• Working knowledge of Finance and Treasury processes, data and controls.
• Proven ability to analyze process inventories and data to identify inefficiencies and opportunities, with a track record of turning insight into measurable improvement.
• Strong hands-on data analysis: advanced Excel plus SQL and/or Power BI or Tableau, working with large, imperfect datasets.
• Structured problem solving, with the ability to use industry trends and benchmarks to inform recommendations.
• Excellent executive presentation and storytelling skills, with advanced PowerPoint and hands-on AI fluency.
• Exceptionally organized, with persistent follow-up, the ability to hold people to commitments without direct authority and strong partnerships across the DART pillars.
• Experience with process mining tools or EUDT remediation and automation programs.
• Ability to build baselines and defensible benefit and total-cost-of-ownership models.
• Proven program management skills: planning, milestones, RAID management and status reporting.

State Street US

State Street US is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "For us, success comes in the mark we make as an organization– for the industry, our clients, our communities and each other."

Its finance, accounts, audit and tax openings in India are mostly in Boston, Quincy, Clifton and Kansas City.

• Industry: BFSI / Investments / Insurance