CAO Finance And Strategy Manager, Vice President

State Street Global Advisors Boston , MA 02298

Posted 2 months ago

  • The Finance and Strategy Manager is a Vice President position within the Office of the Chief Operating Officer. The person works for the Chief Administrative Officer in the completion of a variety of activities and will plan, manage and oversee the execution of strategic projects, financial management, and executive reporting within the Office. In addition, the role will facilitate a working partnership and manage project execution with key internal corporate service providers to ensure progress and alignment with goals.

Major Responsibilities:

  • Provides leadership, management and execution for a variety of areas including executive presentations, dashboard reporting, internal communications, divisional goals/metrics reporting and coordination of projects with internal corporate partners.

  • Facilitate meetings with our internal corporate partners to discuss current and future initiatives to ensure alignment with goals and objectives of the Office(HR, Finance, Legal, Marketing, Realty, etc.).

  • Works at the division, area and corporate levels on strategic business initiatives owned by the CAO.

  • Support the CAO in the management of Executive Governance meetings including materials preparations, consolidation and management of action items, etc., including planning and executing off site strategic planning sessions.

  • Manages the real estate portfolio by working with the Realty Division to plan for new space needs, lease expirations, cost oversight, moves, and new employee space.

  • Performs internal division wide communications using multiple communication channels

  • Manages human resources initiatives tied to employee engagement and diversity.

  • Performs financial management oversight to enable achievement of financial goals.

  • Manages executive dashboard reporting to management on a weekly, monthly and quarterly basis.


Education and Experience

  • Bachelor's degree or equivalent.

  • Minimum 10 years financial services experience including project/program management experience. Consulting experience a plus.

Management Operations:

  • Coordinate across managers and teams to align activities with business priorities

  • Manage operations and processes to ensure achievement of performance and strategic goals

  • Manage processes and controls to ensure consistency and compliance across functions

  • Enhance operational efficiency and develop performance metrics and reports

  • Develop divisional and enterprise-wide communication for internal and external stakeholders

  • Primary point of contact with corporate functions (e.g. Finance, HR, Marketing, Legal, Procurement, Global Realty Services, etc.) to provide review and strategic inputs

  • Ensures standard, consolidated processes across BU functions and regions (NA, EMEA, APAC).

Strategic Planning / Implementation

  • Define strategic goals and review performance targets

  • Strategic review and planning with leadership team

  • Prioritization of activities to align with funding capacity/constraints in collaboration with managers

  • Manage and monitor implementation of initiatives to ensure achievement of cost, timing, quality, and benefits

  • Responsible to lead and support multiple strategic initiatives.

  • Develops management reporting/analytics

  • Attends CAO Council meetings and alignment with other business units

  • Identify best practices and benchmark/trends to support operations and transformation

Strategic Planning & Development

  • Lead corporate/BU strategic and transformation initiatives

  • Assess strategic growth/reduction areas

  • Plan, Execute location strategy

  • Design, implement organizational/ operating model

  • Due diligence, negotiation, and implementation support for M&A, large client deals

  • Drive process excellence

  • Define vendor strategy

  • Resolve program level issues and controls

  • Leverage best practices and drive continuous improvement

Financial & Resource Planning: Responsible for operational analysis and coordination/planning with BU managers and functions/teams, manage resource planning and approval processes, and support strategic programs.

Financial Planning and Analysis

  • Financial planning, management, analysis, and reporting

  • Analyze & interpret data to assist BU Leadership in understanding and delivering vs strategies and targets

  • Work with other BU business leads to ensure achievement of financial including revenue and expense targets

  • Review/Approval of Invoice (MarkView)

  • Support Contractor workflows (funding and approval)

Project/Program Portfolio Management & Reporting

  • Lead strategic cost reduction

  • Provide financial modeling of expected results vs Budget/Forecast)

  • Support BU divisions in delivering Budget requests and strategic resource needs

  • Review resource allocation, forecasting, variances

  • Identify and collaborate financial risks and opportunities

  • Support BU divisions with Project management, support and oversight

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CAO Finance And Strategy Manager, Vice President

State Street Global Advisors