Senior Specialist, Financial Planning & Analysis

About the role

We are seeking a Sr Specialist to join the GIW Business Finance team in Pittsburgh. In this role, you’ll make an impact by supporting financial analysis and reporting for the Investments & Wealth business, contributing to key finance processes including period close, forecasting, planning, and management reporting, analyzing key financial metrics such as AUM, revenue, expenses, and organic growth to generate meaningful insights for business and finance leadership, collaborating with cross-functional stakeholders to gather inputs and support short- and long-term priorities, planning efforts, and projects, and demonstrating a process owner mindset by proactively improving workflows and strengthening reporting processes.

At BNY, our culture speaks for itself. Check out the latest BNY news at the BNY Newsroom and BNY LinkedIn. Here are a few of our recent awards: America’s Most Innovative Companies (Fortune, 2025), World’s Most Admired Companies (Fortune, 2025), “Most Just Companies” (Just Capital and CNBC, 2025).

Responsibilities

• Support financial analysis and reporting for the Investments & Wealth business
• Contribute to key finance processes, including period close, forecasting, planning, and management reporting
• Analyze key financial metrics, including AUM, revenue, expenses, and organic growth, to generate meaningful insights for business and finance leadership
• Collaborate with cross-functional stakeholders to gather inputs and support short- and long-term priorities, planning efforts, and projects
• Demonstrate a process owner mindset by proactively improving workflows and strengthening reporting processes

Requirements

• Bachelor’s degree in finance, accounting, business, or a related field, or the equivalent combination of education and experience
• 3+ years of relevant work experience preferred
• Strong written and verbal communication skills, with a proactive approach to stakeholder communication and follow-through

Benefits

• Highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and pay-for-performance philosophy
• Access to flexible global resources and tools for your life’s journey
• Focus on health, foster personal resilience, and reach financial goals as a valued team member
• Generous paid leaves, including paid volunteer time, to support you and your family through moments that matter