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Acts as an advisor to other areas of the organization.Education & Preferred Qualifications• Bachelor's degree with emphasis in finance, accounting, or economics or equivalent work experience in finance or accounting.• 6-8 plus years related industry experience including 4 years of operational experience• Working knowledge of Domestic and International financial and all related instruments.• Detailed understanding of operations.• Strong leadership and attention to detail.• Ability to develop business relationships within and outside the organization.• Excellent interpersonal, communication, organizational and problems solving skills. • Ability to multi-task, balance workload and work in a deadline oriented position.• Ability to meet aggressive SLA Deadlines.• Computer proficient including spreadsheet and database applications.About State StreetWhat we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Discover more at StateStreet.com/careersSalary Range: $80,000 - $132,500 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Investment Manager Services - Transaction Management, Assistant Vice President
State Street, Berwyn
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From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities.Join us if making your mark in the financial services industry from day one is a challenge you are up for.What you will be responsible forAs an AVP in Invest Management Services you willDevelops and ensures the effectiveness of the unit's plan of organization.• Responsible for the direction and training activities of the staff through subordinate managers.• Conducts periodic performance reviews; provides ongoing counsel, training, development and motivation.• Participates in the hiring, salary, promotional and termination recommendation process.• Manages the day-to-day activities and controls and monitors the decisions of subordinate managers and staff to ensure consistency of policies adherence to procedures and compatibility of services to clients.• Serves as lead for operations in client presentations or for projects that influence operations.• Proposes and works to implement workflow changes and supporting technical solutions leading to improved productivity and profitability.• Participates in the development and management of the departmental annual budget.• Keeps abreast of regulatory compliance and developments for the assigned area and apprises staff as necessary. Recommends procedural changes as needed to support prescribed requirements and risk mitigation.• Represent the corporation by serving on the internal and external committees and industry associations• Ensure that a robust control environment is created and maintained for all groups• Evaluate current operational and technical infrastructure and define strategic direction for development and change; including opportunities for efficiency and quality improvements.• Understand current service offering related to market requirements and define and recommend service changes as appropriate• Drive execution of internal projects and divisional goals related to the operations & client service departments• Execute overall business plan in assigned areas.• Set and monitor departmental productivity, efficiency and quality measures.• Assess measure and manage risk exposure as part of standardized business practices; immediately address and escalate issues, as appropriate, to sustain strong financial performance.• Creates and manages relationships with key contacts in departments that interact with the operations assuring they are satisfied with their level of serviceWhat we value These skills will help you succeed in this roleDemonstrated managerial, leadership and decision-making abilities.• Extensive knowledge of all products services and processes.• Working knowledge of financial securities markets, language and products as well as legal and regulatory requirements• Detailed knowledge of Investment Instruments such as: Equity, Fixed Income, Foreign Exchange, Exchange Traded Derivatives, Liquidity• Excellent communications, organization, interpersonal planning, and analytical skillsEducation & Preferred QualificationsBachelor's Degree or its equivalent in Finance, Accounting, Business or related field• Ten or more years of management experience, preferably in a financial services organization much of which must have been in a management or supervisory capacityAdditional requirementsManaging the Business: The ability to take a broad perspective, seeking and identifying opportunities for new initiatives and the ability to evaluate and improve processes in order to add value to the business. Goal driven with a desire to succeed.• Analytical Thinking: The ability to gather information, test propositions and connect related and unrelated matters in preparation for decision-making. The ability to clearly present the rationale for decisions and question/challenge feedback received if not clear.• Decision-Making: The ability to use sound judgment to provide recommendations and make decisions that add value to the business.• Initiative: Display pro-activeness and the ability to organize work effectively, plan ahead and consider alternative options or strategies• Technical Ability: The ability to apply well developed technical skills to meet all the needs of the role• Communication: The confidence to present information effectively and to provide written reports and communicate effectively at all levels of the business.• Team Work: The ability to work effectively as part of a team, but also the ability to lead and motivate. Ability to resolve conflicts. Generates enthusiasm among team members and challenges others to develop as leaders.• Organization & Administration: The ability to organize, work effectively, plan ahead and consider alternative options or strategies.About State StreetWhat we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Discover more at StateStreet.com/careersSalary Range: $90,000 - $142,500 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Principal Financial Implementation Consultant (Healthcare)
Workday, Berwyn
Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That's why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don't need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.About the TeamThe Principal Financial Implementation Consultant is a member of the Professional Services Healthcare Industry organization passionate about implementing Workday's Foundation Data Model and Accounting solutions for our customers. We work alongside our Healthcare customers to build effective and efficient solutions in Workday!About the RoleAs a Principal Functional Consultant, you will play a key role in ensuring the successful implementation of Workday's financial solutions for our healthcare customers. You will have the opportunity to work with a diverse and inclusive team, collaborating with sales, project management, product, and fellow consultants to deliver outstanding results. The Principal Financial Implementation Consultant will provide Workday product, industry, and implementation expertise by serving as an architect and advisor while ensuring the financial and accounting solutions alignment with other functional areas.Key Areas of Responsibility:Contribute and help maintain healthcare standard practices to reflect new industry requirements and trends.Determine client requirements and design tailored Workday financial solutionsDemonstrate the configurations through the development of prototype systems and assist the client in testing.Participate in updated training and other events that help share one's product and industry skills with other consultants.Partner with the Engagement Manager by providing status reports and keep them informed of overall project status.Participant in customer prospect discovery sessionsMentor less experienced consultants.About YouP57+ years of implementation or functional experience in Financial Management software solutions or systems such as Workday, Lawson, Oracle, or PeopleSoft7+ years of consulting experience6+ years of financial consulting experience with at least 3 full-cycle healthcare industry implementations OR 6+ years of financial or accounting operational experience in healthcare organizations.Experience with General Ledger along with one or more of the following: Accounts Payable, Accounts Receivable, Asset Management, Expense Management and Banking & SettlementP44+ years of implementation or functional experience in Financial Management software solutions or systems such as Workday, Lawson, Oracle, or PeopleSoft3+ years of consulting experience4+ years of financial consulting experience with at least 3 full-cycle healthcare industry implementations OR 6+ years of financial or accounting operational experience in healthcare organizations.Experience with General Ledger along with one or more of the following: Accounts Payable, Accounts Receivable, Asset Management, Expense Management and Banking & SettlementOther QualificationsBachelor's degree or equivalent experience - preferably in Finance or AccountingPassion for customer service and project management experienceExperience architecting Workday Foundation Data Model (FDM) and FIN Accounting solutionsAbility to connect with all levels of customer/prospect leadershipAbility to learn technology quickly through instruction and self-training.Experience with multiple financial applicationsAbility to balance multiple project engagements at a timeAbility to travel up to 50%Our Approach to Flexible Work With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.Workday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!