Job Description:

Officer (Manager), Client Profitability (Client P&L;) – Transformation, Analytics & Technology

Function: Client Profitability (Client P&L;)

Grade / Band: Officer (Manager level)

Reports To: Vice President, Client P&L; Transformation, Analytics & Technology

Role Purpose

The Officer (Manager), Client Profitability (Client P&L;) Transformation, Analytics & Technology, supports the delivery of the Client Profitability transformation agenda through automation, technology adoption, data analytics, and continuous process improvement. Working under the direction of the Vice President and senior leaders, the role executes automation and reporting initiatives, partners with Finance, Technology, DART (Data, AI & Automation Office), and Analytics teams, and contributes to PCM implementation and future-state profitability technology initiatives. The role combines hands-on delivery with day-to-day coordination of process improvements that enhance efficiency, controls, transparency, and analytical capability.

Key Responsibilities

Transformation,



Automation & Continuous Improvement
- Support execution of the Client P&L; automation roadmap in line with Finance Transformation objectives.
- Identify and implement automation opportunities across production, reporting, and analytics processes.
- Contribute to process simplification initiatives that improve scalability and strengthen controls.
- Assist in refining operating models with stakeholders to improve efficiency.
- Maintain metrics and dashboards that track productivity, quality, and business advantages.

DART Partnership & Innovation
- Act as a Client P&L; point of contact for assigned DART initiatives.
- Participate in the evaluation and testing of AI, Automation, and Analytics solutions.
- Support Finance AAA (Automation, Analytics & AI) capabilities.
- Contribute ideas for innovation and continuous improvement.

PCM Implementation & Technology Support
- Support PCM implementation, enhancements, and adoption a

📌 Financial Planning (Bengaluru)
🏢 State Street
📍 Bengaluru