Senior Specialist, Financial Planning & Analysis

About the job

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.

About Us

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.