Senior Specialist, Financial Planning & Analysis
About the role
Senior Specialist, Business & Function Finance – a key FP&A partner to Corporate Function leadership, delivering financial insights, planning support, and performance analysis to inform senior decision‑making and strengthen financial discipline.
Responsibilities
- Support the budget planning process and recurring forecast updates for assigned Corporate Function areas, helping leadership understand financial outlook, key drivers, and potential risks or opportunities.
- Manage the monthly close process, including tracking actual expenses across employee compensation, vendor spend, accruals, and other key expense categories to ensure accurate financial reporting.
- Analyze actual results, forecasts, metrics, and scorecards to identify trends, explain variances, and develop commentary for detailed reviews and executive‑level discussions.
- Develop and maintain financial models, planning tools, and reporting that support business planning, performance management, and timely decision‑making.
- Partner with Finance and Corporate Function stakeholders to translate financial data into actionable insights aligned to strategic and operational priorities.
- Support senior leadership with timely, accurate, and well‑structured financial analysis, including clear identification of risks, opportunities, and recommended areas of focus.
- Help ensure adherence to financial controls, policies, and reporting standards while contributing to continuous improvement across planning and reporting processes.
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field, or equivalent combination of education and experience.
- 4–7 years of Financial Planning & Analysis or related finance experience, with demonstrated ability to support budgets, forecasts, variance analysis, and management reporting.
- Strong analytical and financial modeling skills; proficiency with financial systems, reporting tools, and spreadsheet‑based analysis.
- Excellent written and verbal communication skills, with the ability to tailor financial messaging for detailed reviews and senior audiences.
- Strong collaboration, relationship‑management, attention to detail, and ability to manage multiple priorities in a deadline‑driven environment.
- Demonstrated interest and examples of leveraging AI for process improvement, automation, and efficiency.
- Advanced degree or professional certification (e.g., CPA, MBA) is a plus.
About Us
BNY is a leading global financial services company influencing nearly 20% of the world’s investible assets. Our culture enables employee growth and success, and we harness cutting‑edge AI and breakthrough technologies to deliver transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, we combine bold ideas, advanced technology, and exceptional talent to power the future of finance.
About the Team
Our Finance team in New York, NY, collaborates closely with Corporate Function leaders and values innovation, diversity, and continuous improvement. Recent recognitions include America’s Most Innovative Companies (Fortune 2025), World’s Most Admired Companies (Fortune 2025), and “Most Just Companies” (Just Capital & CNBC 2025).
Benefits
- Highly competitive compensation and pay‑for‑performance philosophy.
- Eligibility for an annual discretionary incentive award.
- Access to flexible global resources and tools for personal and professional growth.
- Comprehensive health, dental, vision, and basic life insurance plans for employees and eligible dependents.
- 401(k) retirement plan participation.
- Generous paid leave, including vacation, sick time, and paid volunteer time.
- Programs supporting health, personal resilience, and financial goals.
- Equal Employment Opportunity/Affirmative Action employer.