The Vice President, Client Profitability (Client P&L) Transformation, Analytics & Technology, is responsible for driving the strategic transformation agenda for the Client Profitability function through automation, technology modernization, data analytics, and continuous process improvement. The role partners with Finance, Technology, DART (Data, AI & Automation Office), and Analytics teams to implement scalable solutions that improve efficiency, controls, transparency, reporting, and analytical capabilities while supporting PCM implementation and future-state profitability technology initiatives.
Support PCM implementation, enhancements, and adoption initiatives.
Lead requirements gathering, testing, UAT, and implementation planning.
Migrate manual allocation methodologies into scalable platforms.
Improve traceability, controls, reconciliations, and reporting.
Support future-state profitability architecture and integrations.
Client P&L Systems & Analytics Optimization
Build expertise in methodologies, systems, and data architecture.
Drive data quality, allocation process, reporting, and analytics enhancements.
Promote self-service reporting and dashboards.
Support advanced analytics and profitability insights.
Business Partnering & Stakeholder Management
Collaborate with executives, relationship managers, pricing, finance, and technology partners.
Translate business requirements into solutions.
Present recommendations, risks, and outcomes to senior stakeholders.
Facilitate cross-functional alignment.
People & Leadership
Provide leadership, coaching, and mentorship to team members involved in transformation, analytics, and technology initiatives.
Lead performance management processes, including goal setting, performance reviews, coaching, and development planning.
Foster a culture of accountability, collaboration, innovation, and continuous learning.
Develop talent pipelines, succession plans, and career development opportunities.
Attract, retain, and develop high-performing talent.
Support enterprise change management activities.
Hold teams and stakeholders accountable for delivering transformation objectives, adoption milestones, and measurable business outcomes.
Education
Bachelor's degree in Finance, Accounting, Economics, Business, Information Systems, Data Analytics, or related field.
MBA, CPA, CFA, or equivalent qualification preferred.
Experience
10–12+ years of experience in Finance, FP&A, Client Profitability, Business Analytics, Finance Transformation, or related disciplines.
Demonstrated success leading large-scale transformation or technology programs.
Experience partnering with Technology organizations to implement business solutions.
Strong understanding of financial reporting, profitability analytics, allocation methodologies, and management reporting.
Technical Skills
PCM / HPCM / Oracle EPM platforms
Alteryx
Power BI
Tableau
- SQL
AI, Automation & Analytics technologies
Data management and reporting platforms
Financial systems integration and process automation solutions
Core Competencies
Strategic Thinking
Technology & Innovation
Analytical Excellence
Influence & Collaboration
Execution Excellence
Leadership Behaviors
Lead through innovation and continuous improvement.
Demonstrate ownership and accountability for outcomes.
Hold cross-functional teams, project owners, and stakeholders accountable for delivering transformation milestones, adoption objectives, and business outcomes.
Foster collaboration across business and technology teams.
Champion automation and digital transformation.
Develop talent and promote a high-performance culture.
Drive data-driven decision making.
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Similar roles you might like
More openings like this one — take a look before you go.
