State Street India | Managing Director, Head of Finance Platform Centers of Excellence

Key accountabilities

• This role is accountable for building and leading India-based capabilities in Workiva, Anaplan and Axiom/A360 Regulatory Reporting that enable the second service, while continuously transforming how Finance reporting, planning and regulatory processes are delivered through process reengineering, AI and automation.
• The role is based in India and reports functionally to the Head of DART and locally to the DART India Regional Lead, ensuring alignment to DART’s global platform strategy and Finance transformation priorities while maintaining strong integration with the India organization.
• Establish and lead Centers of Excellence for Workiva, Anaplan and Axiom/A360 Regulatory Reporting.
• Establish common principles across platforms while recognizing the distinct business purpose and technical characteristics of each.
• Create clear accountability across Finance domain owners, DART platform teams, Technology and implementation partners.
• Build the Workiva COE supporting transformation of financial, statutory and other prioritized reporting processes.
• Establish reusable templates, standards, workflow patterns, controls and data-integration practices.
• Support domain owners in redesigning reporting processes to use platform capabilities rather than replicating legacy processes.
• Develop approaches for certified and controlled data consumption from strategic Finance data sources.
• Establish standards for workflow, evidence, review, approval, documentation and auditability.
• Support rationalization of manual processes, spreadsheets and legacy reporting solutions as capabilities mature.
• Establish an Anaplan COE supporting Finance planning, forecasting, performance management and other prioritized use cases.
• Partner with domain owners to redesign planning and analytical processes around platform capabilities.
• Create reusable models and components to reduce duplication and accelerate implementation.
• Establish standards for scalability, performance, access, controls, change management and documentation.
• Develop a disciplined process for identifying, assessing and prioritizing additional Anaplan opportunities.
• Lead the capability supporting Axiom/A360 and associated regulatory reporting processes.
• Develop deep expertise in regulatory reporting data, calculations, workflow, controls and submission processes.
• Partner with Regulatory Reporting, Controllers, Finance and Technology to strengthen accuracy, transparency and operational resilience.
• Establish standards for configuration, change management, testing, reconciliation, documentation, lineage and controls.
• Improve traceability from source data through transformations and calculations to regulatory outputs.
• Identify opportunities for automation and simplification while preserving regulatory and control requirements.
• Ensure platform implementations start with the business outcome and process, not platform configuration.
• Develop process-redesign playbooks that exploit native platform capabilities and eliminate unnecessary legacy activities.
• Establish mechanisms to discover and assess new platform use cases based on measurable business value.

Requirements

• Significant leadership experience across Finance transformation, enterprise Finance platforms, regulatory reporting or related capabilities in a large financial-services organization.
• Strong understanding of Finance processes, including accounting, statutory reporting, regulatory reporting, planning, forecasting and management reporting.
• Demonstrated experience leading enterprise platform implementations and/or Centers of Excellence.
• Deep experience in at least one of Workiva, Anaplan, Axiom/A360 or comparable enterprise Finance platforms, with the ability to lead across the broader portfolio.
• Strong understanding of platform operating models, design standards, governance, controls and lifecycle management.
• Ability to translate business requirements into scalable, technology-enabled capabilities.
• Strong process-reengineering orientation and ability to challenge legacy processes constructively.
• Experience building internal capability and transitioning knowledge from consulting or implementation partners.
• Strong understanding of data integration, data governance, lineage, reconciliation and controls in a Finance environment.
• Experience operating within a highly controlled and regulated environment.
• Proven ability to lead global stakeholders and teams across organizational and geographic boundaries.
• Deep experience in banking, capital markets, asset servicing or another regulated financial-services environment.
• Direct experience establishing or leading platform COEs.
• Hands-on or leadership experience with Workiva, Anaplan and/or Axiom/A360.
• Understanding of Finance data models, general ledger, legal entities and regulatory reporting data structures.
• Experience integrating Finance platforms with enterprise data platforms.
• Experience modernizing spreadsheet- or manual-intensive Finance processes.
• Experience supporting regulatory remediation, Finance controls, audit or examinations.
• Familiarity with AI and automation applied to Finance workflow, reporting, planning and control processes.
• Growth in internal platform expertise and reduced dependency on third-party implementation resources.
• Increased use of certified and strategic data sources.
• Effective knowledge transfer from implementation partners to internal teams.
• Strong talent development, retention and succession in the India COE organization.
• Develops internal talent and institutional knowledge rather than permanent dependence on external partners.
• Preferred Qualifications & Skills

State Street

State Street Corporation is a US financial services company headquartered in Boston, Massachusetts, with roots that go back to 1792. It is one of the world's largest custody banks and asset servicers: pension funds, mutual funds, insurers and other institutional investors rely on it for custody, fund accounting and fund administration, middle-office and data services, while its investment management arm, known for the SPDR exchange-traded funds, manages money for institutions and individuals.

In India, State Street works mainly through State Street Corporate Services Mumbai Private Limited, with offices in Bengaluru, Hyderabad, Mumbai, Pune, Chennai, Coimbatore, Gurugram, Noida and GIFT City. These teams serve State Street's global clients in fund accounting, NAV calculation, fund administration and financial reporting, reconciliations, transfer agency, regulatory reporting, risk and technology — work that suits B.Com, M.Com, CA, CMA, CFA and MBA (Finance) profiles.

• Industry: Financial services — custody, fund services and investment management
• Headquarters: Boston, Massachusetts, USA
• In India: Offices in Bengaluru, Hyderabad, Mumbai, Pune, Chennai, Coimbatore, Gurugram, Noida and GIFT City (Gandhinagar)