We Are Looking For
Financial Services
DataAnalytics&Management,VP
Neural analysis suggests this role is
optimal for Executive candidates.
“Data Analytics & Management, VP at We Are Looking For. Skills: AI Solutions, Data Science, Automation, Finance. Lead cross-functional delivery teams. Design agent-based workflows”
What You'll Achieve.
Deliver integrated, optimized solutions; Improve insight quality; Improve controls; Improve efficiency; Improve decision-making; Sustain results; Deliver measurable outcomes
Industry & Context.
Analytical thinking; Problem-solving skills
What They're Looking For.
Must Have
Bachelor’s degree in AI, Data Analytics, Computer Science, Engineering, or a related field, 8+ years of experience in AI technologies, data science, analytics, and automation, Demonstrated leadership of programs/teams, Experience working with large, complex datasets, Proficiency in SQL, Proficiency in Python, Experience with data warehousing, Experience with data modelling, Experience with ETL design, Understanding of Finance, Risk and/or Treasury business processes, Experience with automation tools, Demonstrated ability to lead cross-functional project teams, Demonstrated ability to manage delivery plans, Demonstrated ability to drive adoption through change management, Knowledge of data governance concepts, Knowledge of data quality concepts, Knowledge of regulatory compliance concepts
Nice to Have
Financial services experience preferred, Microsoft Co-pilot Studio knowledge, Microsoft 365 Co-pilot knowledge, Databricks knowledge, Anthropic/Claude knowledge, Power BI/Tableau knowledge, Alteryx knowledge, Microsoft Fabric knowledge, Microsoft Power App knowledge, Microsoft Power Automate knowledge
What You'll Do.
Lead cross-functional delivery teams
Design agent-based workflows
Deliver agent-based workflows
Own solution strategy for LLM copilots
Combine AI reasoning with deterministic logic
Define quality controls
Set standards for finance-grade prompting
Set standards for context
Structure outputs for decision-making
Structure outputs for auditability
Establish reusable prompt patterns
Establish evaluation approaches
Apply analytics and data science methods
Identify actionable signals
Lead delivery using no-code and low-code tools
Operationalize AI outputs into finance workflows
Orchestrate AI-driven steps
Surface AI-generated insights
Surface AI-generated exceptions
Surface AI-generated narratives
Understand processes end-to-end
Lead project planning
Iterate based on user feedback
Ensure solutions are explainable
Ensure solutions are auditable
Ensure solutions are aligned with governance expectations
Provide status reporting
Provide risk reporting
Provide outcomes reporting
Validate AI outputs against financial data
Implement KPI dashboards
Implement continuous improvement cadence
How You'll Work.
Team & Collaboration
Cross-functional delivery teams; Cross-functional project teams
Communication Scope
Translate complex technical concepts; Clear business decisions; Written communication; Verbal communication
Process & Methodology
Delivery plans, Change management
Full Job Description
**About the job** The Finance Data and AI Office (DART) delivers trusted data, analytics, and AI enabled solutions across Finance, Risk, and Treasury. This role sits within the Automation, Analytics & AI pillar and provides strategic and delivery leadership for practical, scalable AI solutions that address real finance challenges end to end—from problem framing and solution design through deployment, change management, and adoption. The role partners closely with senior Finance leadership to align priorities, deliver solutions, and ensure measurable outcomes. This position provides an excellent opportunity to interact with different business areas across State Street. **Who we are looking for** The ideal candidate combines strong analytical thinking with business acumen and play a hands-on leadership role in the delivery of AI capabilities, agentic approaches, and low‑code/no‑code solutions to deliver integrated, optimized solutions. Success in this role requires the ability to influence and align senior stakeholders, translate complex technical concepts into clear business decisions, and drive delivery through cross‑functional project teams. This leader connects technology choices to tangible Finance outcomes—improving insight quality, controls, efficiency, and decision‑making—and establishes KPIs, measurement approaches, and governance to sustain results. **What you will be responsible for:** Build Agentic AI & Copilot Solutions for Finance * Lead cross‑functional delivery teams to design and deliver agent‑based workflows that can plan, reason, and execute tasks across finance processes (with appropriate human oversight, controls, and governance). * Own solution strategy for LLM copilots supporting finance narratives, variance explanations, exception triage, and root‑cause analysis; * Combine AI reasoning with deterministic logic (rules, thresholds, accounting constraints, materiality) to ensure reliability in controlled environments; define quality controls and K
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