Who we are looking for
The Senior Associate – Revenue Insight Center provides subject matter expertise in Financial Planning & Analysis, with a strong focus on software-based revenue, lending related revenue and other fee revenue models for complex custody bank revenue streams. The role requires developing a deep understanding of State Street's business practices across multiple Business Units.
We are looking for a technically strong, forward-thinking analyst who can not only perform complex reporting and analytics with a robust level of independence but also modernize and automate how that analysis is built and delivered. The individual will support ad-hoc requirements of the Revenue IC Lead and Business Unit Chief Financial Officers (CFOs) for Investment Services, while bringing a continuous-improvement mindset to reporting tools and processes.
What you will be responsible for
- Monthly revenue waterfalls including variance analysis, along with preparation of management presentations describing key insights
- Month-end, quarter-end, and year-end close and forecast,



as well as the Annual Operational Planning process (budget) and Medium-Term Outlook (MTO) forecasting
- Conduct detailed variance analysis and highlight key insights and drivers for the Investment Services Business
- Provide a holistic view of business performance, including new business, pipeline, backlog installations and revenue backlog for Front Office Businesses (leveraging Salesforce CRM data), and retention metrics
- Build, automate, and maintain interactive dashboards and reporting (Power BI / Tableau) to streamline recurring reporting and improve the speed and quality of insights
- Manage multiple stakeholders and deliverables simultaneously across Outlook (forecast) cycles and month-end reporting cycles
- 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 and automated workfl

📌 Revenue Insight Center (Bengaluru)
🏢 State Street
📍 Bengaluru