State Street
Financial Services
TreasuryCFO,ManagingDirector
“Treasury CFO, Managing Director at State Street. Skills: Financial forecasting, Balance Sheet Management, Treasury, Regulatory engagement, Governance. Developing and delivering the financial and business management capabilities of the Global Treasury. Financial planning”
What You'll Achieve.
Develop and deliver financial and business management capabilities; Accurate financial forecasting; Transparent and aligned models; Compliance with global regulatory standards; Effective governance structures; Streamlined reporting processes; High-performing global Finance and Business Management organization
Industry & Context.
Issues management; Remediation programs; Challenge; Decision-making
What They're Looking For.
Must Have
15+ years of progressive experience in Treasury, Financial Planning & Analysis, Balance Sheet Management, or Financial Risk within a large, complex financial institution, Demonstrated experience operating at scale within a GSIFI or similarly regulated global firm, Deep expertise in financial forecasting, governance, program management, and regulatory engagement, competency in developing sustainable production and control processes, Proven ability to engage credibly with Boards, regulators, and senior executives
Nice to Have
Advanced degree in Accounting, Finance, Economics, or related MBA or equivalent preferred
What You'll Do.
Developing and delivering the financial and business management capabilities of the Global Treasury
Explanation of the balance sheet and net interest income and margin of the firm
Executing key financial processes aligned with funds transfer pricing
Treasury and Investment Portfolio P&L
regulatory and management reporting
as well as governance
issues management and transformation
Serving as a key advisor to the Treasurer
providing rigorous production
forward‑looking insights
and disciplined governance over the key financial metrics
Developing macroeconomic models to forecast key balance sheet items and interest rate paths for major currencies
Providing regular reporting and explanation of actual and forecast net interest income and net interest margin
Providing forecasting
reporting and explanation of investment portfolio returns by asset class
Treasury residual P&L from funds transfer pricing processes
and Treasury direct expenses
Partnering with business CFO and Financial Planning & Analysis functions to align with production of business reviews
Developing reporting processes for Monthly Business Reviews and quarterly earnings processes
Serving as a senior member of management committees
Establishing common processes for all issues tracking related to regulatory
audit and self identified issues
Proposing and implementing streamlined governance committee and subcommittee structures
Developing reporting capabilities to jointly feed regular governance
and regulatory reviews
Partnering closely with Risk and Internal Audit
Leading Treasury Transformation efforts around improved Data Operating Model and Next Generation financial forecasting infrastructure development
Consolidating subscale reporting processes and creating common industrial scale reporting for key balance sheet views
Assessing and developing remediation plans to comply with global regulatory standards and supervisory expectations for capital management and resolution planning for GSIFIs
Acting as a senior point of contact for regulators on any Treasury reporting related
Overseeing model development for key balance sheet and income statement forecasting models as well as controls framework
Driving continuous enhancement of forecasting
and stress testing capabilities
Leading and developing a high‑performing global Finance and Business Management organization
Building deep succession and bench strength for critical Financial forecasting
and governance roles across regions
How You'll Work.
Team & Collaboration
Partner with business CFO and Financial Planning & Analysis functions; Serve as a senior member of management committees; Partner closely with Risk and Internal Audit; Engage credibly with Boards, regulators, and senior executives
Communication Scope
Provide regular reporting and explanation; Engage credibly with Boards, regulators, and senior executives
Process & Methodology
Program management, Transformation efforts, Issues management, Remediation programs
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