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

## About the Role

This full-time, hybrid position in Bengaluru sits within State Street’s Client Profitability function and reports to the Vice President, Client P&L Transformation, Analytics & Technology. It supports the delivery of the client profitability transformation agenda through automation, technology adoption, data analysis, and ongoing process improvement.

The role works closely with Finance, Technology, DART (Data, AI & Automation Office), and Analytics teams. Its purpose is to improve efficiency, strengthen controls and transparency, and expand analytical capability while supporting PCM implementation and future-state profitability technology initiatives.

## Key Responsibilities

### Transformation, Automation & Continuous Improvement
– Support the client P&L automation roadmap in line with Finance Transformation objectives.
– Identify and implement automation opportunities across production, reporting, and analytics workflows.
– Simplify processes to improve scalability and strengthen controls.
– Help refine operating models with stakeholders to improve efficiency.
– Maintain metrics and dashboards that track productivity, quality, and business benefits.

### DART Partnership & Innovation
– Serve as the client P&L contact for assigned DART initiatives.
– Participate in evaluating and testing 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 activities.
– Assist with requirements gathering, testing, UAT, and implementation work.
– Help migrate manual allocation methodologies into scalable platforms.
– Support improvements in traceability, controls, reconciliations, and reporting.

### Client P&L Systems & Analytics
– Build working knowledge of methodologies, systems, and data architecture.
– Support data quality, allocation, reporting, and analytics enhancements.
– Help develop self-service reporting and dashboards.
– Prepare profitability analyses and insights for review.

### Business Partnering & Stakeholder Management
– Work with relationship managers, pricing, finance, and technology partners.
– Translate business needs into functional and technical specifications.
– Present findings, issues, and outcomes to leadership and stakeholders.
– Coordinate across teams and follow up on deliverables.

### People & Teamwork
– Provide day-to-day guidance and coaching to junior team members and analysts.
– Promote accountability, collaboration, and continuous learning.
– Support change management and adoption activities.
– Own assigned transformation tasks, milestones, and business outcomes.

## Required Skills

– Bachelor’s degree in Finance, Accounting, Economics, Business, Information Systems, Data Analytics, or a related field.
– 6–8 years of experience in Finance, FP&A, Client Profitability, Business Analytics, Finance Transformation, or a related area.
– Experience contributing to transformation, automation, or technology projects.
– Experience partnering with Technology teams to deliver business solutions.
– Strong understanding of financial reporting, profitability analytics, allocation methodologies, and management reporting.
– Analytical thinking, attention to detail, collaboration, communication, technology and innovation orientation, and execution focus.
– Ability to take ownership, support continuous improvement, work across business and technology teams, mentor junior colleagues, and use data to support decisions.

## Preferred Skills

– MBA, CPA, CFA, or an equivalent qualification.

## Cloud Platforms & Technologies

### EPM / Profitability Platforms
– PCM
– HPCM
– Oracle EPM

### Analytics & Reporting
– Alteryx
– Power BI
– Tableau
– SQL

### AI, Automation & Data
– AI, Automation & Analytics technologies
– Data management and reporting platforms
– Financial systems integration and process automation solutions

## Benefits

– Inclusive development opportunities
– Flexible work-life support
– Paid volunteer days
– Employee networks

## Useful Links

– Company Careers: StateStreet.com/careers

## Why You Might Be Interested

This role brings together finance, analytics, automation, and technology delivery in one manager-level position. It offers exposure to PCM implementation, AI and analytics evaluation, and profitability reporting improvements. You will work across Finance, Technology, DART, and Analytics teams while also supporting junior colleagues and contributing to transformation outcomes. The role is full-time, hybrid, and based in Bengaluru.