Senior Specialist, Business Planning and Analysis

BNY; Berwyn (PA); On-site; USD 70,000 - 110,000; Full time

Job summary

BNY is seeking a Business Intelligence Specialist to transform data into actionable insights for senior leadership, client relationship teams, and MAS clients. The role focuses on developing, maintaining, and enhancing internal and client-facing reporting, with emphasis on accuracy and timeliness.

Ideal candidate will have strong Excel skills and experience with PowerBI/Tableau, plus familiarity with SQL and data warehouses. Location options include Berwyn, PA or Pittsburgh, PA.

Qualifications

• 2–5 years of experience in a business analyst environment.
• Experience in the securities or financial services industry is a plus.
• Bachelor's degree in MIS, business administration, or related discipline is required.

Responsibilities

• Produce, maintain, and distribute recurring and ad hoc management information reports for MAS senior leadership and internal stakeholders.
• Develop and deliver polished, accurate, and timely client-facing reports in support of client servicing and relationship management activities.
• Assist in the design, development, and implementation of new reports and reporting enhancements.
• Partner with business stakeholders to gather and execute reporting requirements.
• Support continuous improvement initiatives by identifying opportunities to streamline, standardize, and automate reporting processes.
• Maintain reporting documentation, including report definitions, methodologies, data sources, and procedures.

Skills

Data analysis

Reporting

Stakeholder communication

Education

Bachelor's degree in MIS / Business Admin / related

Tools

Microsoft PowerBI

Tableau

SQL

Data Warehouses

Microsoft Excel

Job description

Job Description

BNY Managed Account Solutions (MAS) is seeking a Business Intelligence Specialist to transform data into actionable insights for senior leadership, client relationship teams, and MAS clients.

This role is primarily responsible for developing, maintaining, and enhancing both internal management information reporting and polished client-facing reporting, while also supporting the design and creation of new reports to meet evolving business and client needs.

The successful incumbent will have detailed knowledge of Microsoft Excel and be familiar with common reporting platforms (e.g., Microsoft PowerBI and Tableau). Experience with SQL and data warehouses is preferred.

This role can be based either in Berwyn, PA or Pittsburgh, PA.

Primary Responsibilities

• Produce, maintain, and distribute recurring and ad hoc management information reports for MAS senior leadership and internal stakeholders.


• Develop and deliver polished, accurate, and timely client-facing reports in support of client servicing and relationship management activities.


• Assist in the design, development, and implementation of new reports and reporting enhancements.


• Partner with business stakeholders to gather and execute reporting requirements.


• Support continuous improvement initiatives by identifying opportunities to streamline, standardize, and automate reporting processes.


• Maintain reporting documentation, including report definitions, methodologies, data sources, and procedures.

Skills And Experience

• 2-5 years of experience in a business analyst environment required


• Experience in the securities or financial services industry is a plus

Education/Qualifications

• Bachelor's degree in management information systems, business administration, or a related discipline, or equivalent work experience required.

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 is all about. Join us and be part of something extraordinary.

About The Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

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

Our Benefits And Rewards

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

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

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.