Vice President, Business Planning and Analysis

BNY Mellon; New York (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

BNY Mellon in New York, NY seeks a Vice President, Business Planning and Analysis to lead FP&A for Wealth Management, driving strategic decision-making and financial planning across the business.

You will build models, forecast performance, partner with cross-functional teams, and deliver clear analytics to senior management while ensuring regulatory compliance and continuous process improvements.

Qualifications

• Lead FP&A activities to support strategic decisions.
• Develop models and forecasting techniques to improve efficiency.
• Partner with cross-functional teams to align planning with strategy.
• Provide clear financial analyses and reporting to senior management.
• Maintain regulatory compliance and integrity in financial reporting.
• Identify process improvements to strengthen performance.

Responsibilities

• Lead FP&A activities across the business.
• Develop and implement business models and forecasting techniques.
• Collaborate with cross-functional teams on planning initiatives.
• Provide financial analysis and reporting to senior management.
• Ensure regulatory compliance and integrity in reporting.
• Identify process improvements to strengthen performance.

Skills

Analytical thinking

Communication skills

Forecasting & modeling

Education

Bachelor's degree in Finance/Business Admin

Advanced degree or certifications preferred

Tools

Financial modeling tools

Job description

We're seeking a future team member for the role of Vice President, Business Planning and Analysis to join our Wealth Management team. This role is located in New York, NY.

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

• Lead financial planning and analysis activities to support strategic decision-making across the business.
• Develop and implement business models and forecasting techniques that improve operational efficiency.
• Partner with cross-functional teams to align business planning initiatives with BNY's strategic objectives.
• Provide clear financial analysis and reporting to senior management to support informed decisions.
• Maintain compliance with regulatory and policy requirements while ensuring accuracy and integrity in financial reporting.
• Identify and implement process improvements and innovative solutions to strengthen business performance.

To be successful in this role, we're seeking the following:

• Bachelor's degree in Finance, Business Administration, or a related field, or an equivalent combination of education and experience required.
• 5-10 years of experience in financial planning and analysis, business operations, or a related field.
• Strong analytical and problem-solving skills with the ability to interpret complex financial data.
• Excellent communication and interpersonal skills for effective collaboration with stakeholders.
• Proficiency in financial modeling and forecasting tools.
• Advanced degree or relevant certifications preferred.