Enterprise Transformation, Analyst - Officer

State Street

. Prepare baseline and target analyses using approved methodologies, source data and templates .

Posted 11/12/2026full-timeUnited StatesMid-LevelSenior💰 $60,000 - $101,250 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis, business analysis, and transformation analytics, with strong proficiency in Excel and PowerPoint. Capable of maintaining clear documentation, performing data-quality checks, and delivering accurate analyses while managing multiple deliverables effectively.

Highest-signal resume keywords

Financial AnalysisBusiness AnalysisPortfolio ReportingTransformation AnalyticsExcel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBusiness AnalysisPortfolio ReportingTransformation AnalyticsBudgetingForecastingBenefits TrackingPerformance MeasurementData ReconciliationQuantitative Aptitude

Soft Skills

Clear CommunicationOrganized Working StyleAttention to DetailAnalytical CuriositySound Judgment

Tools & Technologies

ExcelPowerPointReporting PlatformsVisualization ToolsWorkflow Tools

Industry Keywords

FP&AAccountingConsultingAnalytical DisciplineTransformation Value

About the role

Key responsibilities & impact

Prepare baseline and target analyses using approved methodologies, source data and templates
Document assumptions, data sources, calculation methods and supporting evidence
Perform reasonableness, completeness and consistency checks on measures and targets
Maintain records of approved baselines, targets, definitions and validation requirements
Support review of transformation business cases, including calculations, benefit drivers, costs, timing and documentation
Identify potential duplicate claims, attribution gaps and inconsistencies for senior review
Maintain initiative-level benefit trackers covering commitments, forecasts, realized outcomes, timing and status
Collect financial and non-financial evidence from business, Finance, technology and program teams
Reconcile reported outcomes to supporting data and identify missing evidence or data-quality concerns
Prepare recurring analyses showing realized, forecast and at-risk transformation value
Produce tables, charts and supporting schedules for portfolio reviews, Quarterly Business Reviews and governance materials
Perform data-quality checks, reconciliations and defined controls across assurance inputs and outputs
Maintain version control, review trails and supporting documentation
Use Excel, PowerPoint, reporting platforms and approved automation or AI-enabled tools
Coordinate information requests with Finance, business owners, Program Delivery teams and data owners
Prepare meeting materials and maintain actions and follow-up records
Support senior Impact Assurance team members with ad hoc analysis and priority portfolio requests
Contribute improvements to templates, trackers and analytical processes

Requirements

What you’ll need

Relevant experience or demonstrated capability in financial analysis, business analysis, portfolio reporting, transformation analytics, FP&A, accounting, consulting or a related analytical discipline
Strong quantitative aptitude and ability to work accurately with financial and operational data
Working knowledge of business cases, budgeting, forecasting, benefits tracking or performance measurement is advantageous
Proficiency with Excel and PowerPoint
Experience with reporting, visualization, workflow or portfolio-management tools is advantageous
Ability to follow established methods, maintain clear documentation and deliver accurate analysis with strong attention to detail
Clear written and verbal communication skills and ability to work effectively with data owners, project teams and functional partners
Organized and dependable working style with the ability to manage multiple deliverables and deadlines
Analytical curiosity and willingness to constructively question incomplete, inconsistent or unsupported information
Sound judgment regarding when to resolve routine issues and when to seek guidance or escalate
Bachelor's degree or equivalent relevant experience required
Degree in finance, accounting, economics, business, analytics, mathematics or a related discipline preferred

Benefits

Comp & perks

Retirement savings plan (401K) with company match
Basic life insurance
Medical insurance
Dental insurance
Vision insurance
Long-term disability insurance
Optional additional insurance coverages
Paid vacation leave
Paid sick leave
Short-term disability
Family care responsibilities leave
Employee Assistance Program
Incentive compensation, including eligibility for annual performance-based awards
Certain tax-advantaged savings plans
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Employee networks