Billing Transformation –Business Analyst (Reporting - OAS) – Assistant Vice President

Functional Job Title             : Billing Transformation –Business Analyst (Reporting - OAS) – AVP

Reports to                                : BTP VP

Department/ Division        : Controllership, Bangalore

Background:

State Street has established a Global Billing Function, which is responsible for client billing set up and invoicing across all business lines and geographies globally at State Street. Organizationally, it combines all groups performing these activities globally, and also includes centers residing in State Street Shared Service locations in Poland, India and China. Billing Organization owns aspects of business-as-usual activities within billing areas and also drives process improvements and automation. Global Billing Function is in the process of migrating to a new technology platform which will be used for all business units and regions.

Basic Purpose of Job:

The Billing application Reporting Business Analyst AVP will support the business to develop new reporting capabilities. These reporting capabilities will provide new, valuable insights from data sources across the billing platform. Support enhanced reporting on key processes including Client Setup, data delivery and core billing.

They will perform the following functions:

OAS Reporting

• Analyze and validate new business requirements for reporting platforms used by State Street for Billing function.
• Coordinate with requirement owners to understand and build BRD’s for new reports
• Execute data analysis which identifies reporting opportunities
• Build SQL and report layouts in collaboration with technology team
• Prepare test case for the scenarios which is part of report delivery and enhancement (Release)
• Support various product enhancements and improvements for production release milestone
• Document procedures and checklists to control activities and report status
• Attend Demo's from QA and raise issues if there are any gaps.
• Perform day to day activities of identified as part of Billing Transformation Program
• BUAT Test case Execution and Evidence documentation.

 Management Reporting

• Provide reporting updates at the senior leadership level, including but not limited to, Unbilled & Billed AR Monthly Reporting, Billing Metrics, KPIs, Productivity Dashboard
• Strengthen reporting standards and significantly increase automation across existing reports by leveraging AI‑enabled tools to improve accuracy, timeliness, scalability, and control

Work Experiences:

• Bachelor’s/Master’s Degree with 10 - 14 years of progressive experience preferably from Financial Services and Banking industry / institutions.
• Must have experience of Business Intelligence Tools (OBIEE, OAS)
• Strong experience in SQL and Advanced Excel
• Experience in ORMB preferred.
• Complex operational activities involving analysis and reporting of financial data
• Variance analysis of reference and financial data and reporting of insights
• Experience of writing BRD’s, Test cases and execution of test scenarios in relation to reporting and business intelligence.
• Knowledge on business or technical migration/conversion processes will be an added advantage

Skillstices)

• Excellent interpersonal, written, and verbal communication skills, with the ability to interface effectively with individuals at various levels, both internal and external
• Analytical, with strong problem-solving abilities and creative resolution skills
• Ability to work on multiple topics in a fast-paced, high volume environment
• Strong Analytical skill set used for financial data comparisons, reconciliations and investigations
• Ability to remain organized, pay strict attention to detail, and meet critical deadlines within program schedule
• Detailed orientated with ability to consistently and accurately execute against operational processes and controls
• Ability to adapt to a changing environment and demands of transition of new clients 
• Strong communication skills with ability to participate in or lead conference calls and present financial results to financial and non-financial audiences at various levels of seniority
• Pride of ownership with the ability to drive results within the Business
• Solid business knowledge as it relates to the financial services industry including Financial product and institution knowledge
• Self-motivated, self-assured, and self-managed

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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