BNY

Senior Specialist, Financial Planning & Analysis

BNY  •  New York City, NY (Onsite)  •  19 hours ago
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Job Description

We’re seeking a future team member for the role of Senior Specialist, Business & Function Finance to join our Finance team in New York, NY. This role will serve as a key FP&A partner to Corporate Function leadership, delivering financial insights, planning support, and performance analysis that inform senior decision-making and strengthen financial discipline.

In this role you will be required to do perform the following 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.

To be successful in this role, we’re seeking the following:

  • Bachelor’s degree in Finance, Accounting, or a related field, or the equivalent combination of education and experience required.
  • 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, with proficiency in financial systems, reporting tools, and spreadsheet-based analysis.
  • Strong written and verbal communication skills, including 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.
  • Demonstrates a strong interest and has examples in leveraging AI for process improvement, automation and efficiency
  • Advanced degree or professional certification, such as CPA or MBA, is a plus.

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

BNY

About BNY

We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For more than 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.

Follow BNY on Instagram & X: @BNYglobal

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
New York, NY
Year Founded
1784
Website
bny.com
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