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 strong 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 recent 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 workflows to generate

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