Senior Specialist, Financial Planning & Analysis

In this role, you will make an impact in the following ways:

• Support the annual budget, quarterly forecast, and multi-year planning processes.
• Prepare and review monthly and quarterly financial reports, including variance analysis against budget, forecast, and prior periods.
• Build, maintain, and enhance financial models used for forecasting, scenario analysis, and strategic planning.
• Partner with business leaders and cross-functional teams to gather inputs, validate assumptions, and support decision-making.
• Assist in the preparation of presentations and materials for leadership reviews and management meetings.
• Identify financial risks and opportunities and help develop recommendations to improve performance.
• Support ad hoc analysis, special projects, and strategic initiatives as needed.
• Contribute to improving financial planning, reporting, and governance processes through automation and standardization where possible.
• Ensure accuracy, consistency, and timeliness of financial data, analysis, and reporting outputs.

To be successful in this role, we are seeking the following

• Strong analytical skills with experience in financial reporting and consolidation.
• Proficiency in Oracle or similar financial systems.
• Excellent communication and storytelling abilities for presenting financial insights.
• Ability to coordinate across multiple teams and manage competing priorities.
• Experience with expense management, forecasting, and planning.
• Proactive problem-solving and process improvement mindset.

What We Offer

• Opportunity to work closely with senior management and influence strategic decisions.
• Exposure to complex financial systems and cross-functional projects.
• Collaborative and supportive team environment.

At BNY, our culture speaks for itself, check out the latest BNY news at:

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 Here’s 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

 

 

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.