Vice President, Financial Planning & Analysis

The Bank of New York Mellon

New York (NY)

On-site

USD 83,000 - 159,000

Full time

6 days ago
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Job summary

BNY is seeking a Vice President of Financial Planning & Analysis in New York to deliver strategic financial insights and support across Finance/Accounting. You will lead budgeting and forecasting for Fund and Investor Solutions Engineering groups and partner with COO teams on workforce strategy.

You will develop financial models and analytics to enable leadership decisions, monitor variance to plan, and drive efficiency.

Qualifications

  • 5–10 years of FP&A, finance business partnering, or related roles.
  • Strong financial analysis, forecasting, and modeling capabilities.
  • Experience supporting budgeting, forecasting, and workforce planning.
  • Ability to partner effectively with business leaders and cross-functional stakeholders.
  • Strong communication and presentation skills with the ability to translate data into insights.
  • Proficiency in financial systems and reporting tools; focus on process improvement.

Responsibilities

  • Provide FP&A support to Finance and Engineering groups.
  • Lead annual budget process and ongoing forecast cycles.
  • Develop and maintain financial models, performance reporting, and analytics.
  • Deliver actionable insights to senior management to drive performance.
  • Monitor actuals vs. plan; identify variances and optimization opportunities.
  • Collaborate across Finance and business teams on strategic initiatives.

Skills

Financial analysis
Forecasting
Modeling
Stakeholder partnership
Communication

Education

Bachelor’s degree in Finance/Accounting/Business Administration
MBA or CFA/CPA preferred

Job description

The Vice President, Financial Planning & Analysis, plays a key role in delivering financial insights and strategic support across BNY. This position sits within the Finance/Accounting function and is part of the Financial Planning & Analysis job family. The role will primarily support the Fund and Investor Solutions Engineering groups, partnering closely with COO teams on workforce strategy, leading budget and forecast activities, and providing analytics that enable Engineering leaders to make informed, data-driven decisions. This position contributes to strong financial performance, effective planning, and operational transparency in support of BNY’s strategic priorities.

We’re seeking a future team member for the role of Vice President to join our Financial Planning & Analysis team.

This role is located in New York.

In this role, you’ll make an impact in the following ways:
  • Provide dedicated FP&A support to the Fund and Investor Solutions Engineering groups.
  • Partner with COO teams to support workforce strategy, including headcount planning, resource allocation, and related financial analysis.
  • Lead the annual budget process and ongoing forecast cycles for supported groups, ensuring alignment with business priorities and strategic objectives.
  • Develop and maintain financial models, performance reporting, and analytics to support planning and decision-making.
  • Deliver actionable insights to Engineering leaders and senior management to help drive business performance and resource optimization.
  • Monitor actual results against budget and forecast, identify key variances, and recommend opportunities to improve financial outcomes.
  • Collaborate across Finance and business teams to support strategic initiatives and ensure financial plans reflect evolving business needs.
  • Contribute to the enhancement of financial processes, reporting, and tools to improve efficiency, accuracy, and transparency.
To be successful in this role, we’re seeking the following:
  • Bachelor’s degree in Finance, Accounting, Business Administration, or a related field, or the equivalent combination of education and experience, is required.
  • MBA or professional certification (e.g., CFA, CPA) preferred.
  • 5-10 years of relevant experience in financial planning and analysis, finance business partnering, or related roles.
  • Strong financial analysis, forecasting, and modeling capabilities.
  • Experience supporting budgeting, forecasting, and workforce planning activities.
  • Ability to partner effectively with business leaders and cross-functional stakeholders.
  • Strong communication and presentation skills, with the ability to translate financial data into clear business insights.
  • Proficiency in financial systems and reporting tools, with a focus on process improvement and operational efficiency.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $83,000 and $159,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

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, 2025World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025

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.

Full timePosting Date: 2026-06-23

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