Senior Specialist, Financial Planning & Analysis

BNY Mellon; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

BNY Mellon, in New York, NY, seeks a Senior Specialist, Business & Function Finance to partner with Corporate Function leadership, delivering insights, planning support and performance analysis that inform senior decision-making and strengthen financial discipline.

You will support budget planning, monthly close, variance analysis, and develop financial models and reporting tools to drive timely decisions.

Qualifications

• Bachelor’s degree in Finance, Accounting or related field.
• 4-7 years of FP&A or related finance experience with budgets/forecasts and management reporting.
• Strong analytical and financial modeling skills with proficiency in financial systems and spreadsheet-based analysis.
• Clear written and verbal communication tailored for senior audiences.
• Ability to manage multiple priorities in a deadline-driven environment.
• Interest and examples in leveraging AI for process improvement, automation and efficiency.

Responsibilities

• Support the budget planning process and recurring forecast updates for assigned Corporate Function areas.
• Manage the monthly close process, tracking expenses across compensation, vendor spend, accruals and other key categories.
• Analyze actual results, forecasts, metrics, and scorecards to identify trends and variances.
• Develop and maintain financial models, planning tools, and reporting to support planning, performance management, and timely decision-making.
• Partner with Finance and Corporate Function stakeholders to translate financial data into actionable insights.
• Support senior leadership with timely, accurate financial analysis, identifying risks, opportunities and areas of focus.
• Help ensure adherence to financial controls, policies, and reporting standards while contributing to process improvements.

Skills

Financial modeling

FP&A

Budgeting & forecasting

Variance analysis

Storytelling / communication

AI for process improvement

Education

Bachelor's degree in Finance/Accounting or related field

Advanced degree or CPA/MBA is a plus

Tools

Excel

ERP systems

Job description

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.