Financial Planning And Analysis, Charles River Development, Avp

State Street

Burlington, Massachusetts, US
Base: $70,000 - $130,000 annual; bonus/equity: not...
Financial planning and forecasting
Complex financial modeling
Advanced excel skills including logic functions
This is a highly visible position responsible for managing planning and forecasting processes company-wide and partnering with senior leadership

Job Summary

  • This is a highly visible position responsible for managing planning and forecasting processes company-wide and partnering with senior leadership.
  • The role supports budgeting, forecasting, scenario analyses, and develops dashboards to provide management visibility into business performance.
  • State Street offers a competitive benefits package, inclusive work environment, flexible work programs, and development opportunities.

Matching Summary

This is a highly visible position responsible for managing planning and forecasting processes company-wide and partnering with senior leadership.

Salary

Base: $70,000 - $130,000 Annual; Bonus/Equity: Not specified; Benefits: Comprehensive benefits including 401K match, insurance, paid time off, and incentive compensation

Skills & Requirements

Must-have

  • Financial planning and forecasting
  • Complex financial modeling
  • Advanced Excel skills including logic functions
  • Budgeting and monthly forecasting processes
  • KPI and dashboard development
  • Data consolidation and analysis

Nice-to-have

  • Experience in technology and/or SAAS
  • Strong quantitative and analytical competency
  • Excellent interpersonal and written communication
  • Ability to manage multiple priorities
  • Business acumen and strategic partnership
  • Coaching and leadership interaction skills

Key Requirements

  • BA/BS degree in Finance, Accounting, or related field
  • CPA/MBA strongly preferred
  • 5+ years of relevant finance or business experience
  • Proficiency in quantitative and analytical roles
  • Thorough understanding of financial planning principles

Work Rights

Not specified

Tailored Resume

Cover Letter