Balance Sheet Substantiation – Manager
State Street CorporationMatch Score
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Protocol Intelligence
Data-driven signals on your job's competitivenessTier-1 employer, mid-level manager role, metro location create high competition.
Finance reconciliations, Oracle ARCS, and control frameworks make skills tightly finance-specific.
Explicit 5–10 years requirement and finance automation skills moderately restrict candidate pool.
Job Description
Structured overview of role & requirementsAbout This Role
Lead automation and process transformation initiatives for balance sheet substantiation using tools like Excel, Power BI, Python, and Power Automate to improve operational efficiency and reporting.
Collaborate with Finance, Technology, and project teams to design, test, and implement scalable, compliant system enhancements and finance workflow improvements.
Support Oracle ARCS operations and balance sheet substantiation activities including reconciliations, controls, issue tracking, and governance to maintain process stability and SLA compliance.
Minimum Requirements
Bachelor's degree in Engineering, Technology, Commerce with IT/Computer Science specialization or equivalent.
5–10 years of experience in technology, automation, and data analytics with proficiency in Power Platform, Python, Alteryx, VBA, Tableau, and enterprise systems.
Practical knowledge of Excel (formulas, pivot tables), Power BI, Power Query, VBA, Power Automate, Tableau, Python, Alteryx, Oracle ARCS or similar tools.
Work Experience Required: 5-10 years in relevant automation and finance-related technology roles.
Ideal Candidate Profile
Experienced in finance operations technology with ability to translate business requirements into effective automation and control frameworks.
Skilled at coordinating projects and stakeholders across Finance and Technology teams to deliver controlled, compliant process and system improvements.
Comfortable monitoring, troubleshooting, and supporting complex financial system integrations and ensuring adherence to governance and audit standards.
