Senior Specialist, Financial Planning & Analysis

BNY; New York (NY); On-site; USD 110,000 - 160,000; Full time

Job summary

BNY is seeking a Senior Specialist, Business & Function Finance in New York, NY. You will serve as a key FP&A partner to Corporate Function leadership, delivering financial insights, planning support, and performance analysis for informed decision‑making.

You will lead budgeting, forecasting, variance analysis, and reporting, building robust financial models and tools to drive timely decisions and financial discipline.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field required or equivalent experience.
• 4-7 years of FP&A or related finance experience with budgets, forecasts, variance analysis, and management reporting.
• Strong analytical and financial modeling skills with proficiency in financial systems and spreadsheet-based analysis.
• Excellent written and verbal communication, able to tailor messaging for senior audiences.
• Ability to collaborate across teams and manage multiple priorities in a deadline-driven environment.
• Interest and examples of leveraging AI for process improvement, automation, and efficiency.
• Advanced degree or professional certification such as CPA or MBA is a plus.

Responsibilities

• Support the budget planning process and recurring forecast updates for assigned Corporate Function areas.
• Manage the monthly close, tracking expenses across compensation, vendor spend, accruals, and other key categories.
• Analyze results, forecasts, metrics, and scorecards to identify trends and variances and develop executive‑level commentary.
• Develop and maintain financial models, planning tools, and reporting to support planning and performance management.
• Partner with Finance and Corporate Function stakeholders to translate data into actionable insights aligned to priorities.
• Provide timely, accurate financial analysis to senior leadership, highlighting risks, opportunities, and recommended focus areas.
• Support adherence to controls, policies, and reporting standards and drive continuous improvement.

Skills

Financial modeling

Budgeting

Forecasting

Variance analysis

Financial systems

Communication

Cross-functional collaboration

AI for process improvement

Education

Bachelor's degree in Finance or Accounting

CPA or MBA (preferred)

Tools

Excel

ERP systems

BI tools

Financial reporting tools

Job description

Job Description

We’re seeking a future team member for the role of

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 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.