Senior Specialist, Financial Planning & Analysis at BNY Mellon | NY, US | Rezi

Senior Specialist, Financial Planning & Analysis at BNY Mellon

Senior Specialist, Financial Planning & Analysis

BNY Mellon · NY, US

1 weeks ago

Senior Specialist, Financial Planning & Analysis

BNY Mellon · NY, US

10 days ago
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About the Role

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.

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 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.

Skills

  • Financial Planning & Analysis
  • Budgeting
  • Forecasting
  • Variance Analysis
  • Management Reporting
  • Financial Modeling
  • Financial Systems
  • Reporting Tools
  • Spreadsheet Analysis
  • Written Communication
  • Verbal Communication
  • Collaboration
  • Relationship Management
  • Attention to Detail
  • Prioritization
  • AI for Process Improvement
  • Automation
  • Efficiency

Location

  • New York, NY

Work Type

  • Full-time

Experience Level

  • Senior Specialist
  • 4-7 years

Education Level

  • Bachelor’s degree in Finance, Accounting, or a related field
  • Advanced degree or professional certification, such as CPA or MBA, is a plus

Salary/Compensations

  • Expected base salary can be found in the Job Info section at the bottom of the posting.

Benefits

  • Highly competitive compensation
  • Benefits and wellbeing programs
  • Access to flexible global resources and tools
  • Focus on health
  • Foster personal resilience
  • Reach financial goals
  • Generous paid leaves
  • Paid volunteer time
  • 401(k) plan
  • Company-sponsored medical, dental, vision, and basic life insurance plans
  • Various paid time off benefits, such as vacation and sick time

About the Company

  • 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 Newsroom [https://www.bny.com/corporate/global/en/about-us/newsroom.html]
  • BNY LinkedIn [https://www.linkedin.com/company/bnyglobal/posts/?feedView=all]
  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025

Equal Opportunity

  • BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.