Officer - Revenue Analytics

Position Overview

The Revenue Insight Center (RIC) is responsible for revenue planning, forecasting, earnings support, executive reporting, variance analysis, and strategic decision support. RIC partners closely with Business Unit CFOs, FP&A, Investor Relations, Global Accounting Operations, and senior Finance leadership to provide timely, accurate, and actionable revenue insights.

Key Responsibilities

• Support revenue planning, forecasting, and analysis of results and projections across assigned Business Units.
• Lead preparation of variance analysis and executive-level commentary against Budget, Outlook, and prior periods for financial reviews with FP&A, CFO organizations, and senior management.
• Prepare monthly Revenue Waterfall analyses and related reports, including Prior Period Adjustments (PPAs).
• Review New Business, Lost Business, and Fee Change events with Business Unit CFOs and Global Accounting Operations (GAO) to support proper revenue accruals and accurate financial results.
• Aid in the preparation of the Annual Revenue Budget and Monthly Outlook for North America Business Units.
• Provide research, analysis, and support for quarterly audit requests, management reviews, and various ad hoc requests from senior Finance leadership, Investor Relations, FP&A, and business partners.
• Develop dashboards, analytical views, and reporting outputs that improve transparency into revenue trends, risks, opportunities, and business performance drivers.
• Closely work with the team to identify opportunities to apply Artificial Intelligence across forecasting, reporting, variance analysis, commentary generation, controls, and management reporting processes.
• Promote adoption of AI tools and best practices across RIC through training, documentation, and knowledge-sharing sessions.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, Data Analytics, Information Systems, Computer Science, or a related field.
• 2–4 years of experience in financial analytics, FP&A, revenue analytics, business intelligence, business transformation, data analytics, consulting, or strategy and operations.
• Strong understanding of financial reporting, forecasting, budgeting, outlook processes, and variance analysis.
• Demonstrated ability to analyze data, identify business drivers, and translate results into clear insights and recommendations.
• Strong written and verbal communication skills, with the ability to prepare concise commentary and executive-ready materials.
• Ability to work in a fast-paced environment, manage multiple priorities, and collaborate across Finance, Accounting, Data, Technology, and business teams.

Salary Range

$65,000 - $113,750 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

About State Street

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.

Equal Opportunity Employer

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. 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.