Vice President, Financial Planning & Analysis

BNY; Pittsburgh (Allegheny County); On-site; USD 180,000 - 250,000; Full time

Job summary

BNY is seeking a Vice President of Financial Planning & Analysis to lead complex analytics, forecasting, and reporting across multiple units. This role partners with Treasury and the Chief Investment Office to identify strategic needs and drive informed decision-making.

The VP will oversee period close, performance analysis, and management reporting, while shaping annual operating plans and long-term forecasts.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field.
• Advanced degree (e.g., MBA) or professional certification (e.g., CPA, CFA) preferred.
• 6-8 years of relevant experience preferred.
• Strong background in financial planning and analysis preferred.

Responsibilities

• Lead the delivery of complex financial analytics, reporting, and forecasting.
• Support core Finance processes with a focus on our Chief Investment Office deliverables; includes period close, forecasting, performance analysis, and management reporting.
• Analyze revenue, expenses, forecasts, and actual results to identify trends and key business drivers.
• Provide clear, actionable insights and present findings to senior finance and business leadership.
• Develop short- and long-term forecasts, including methodologies and assumptions aligned to business strategy and market conditions.
• Oversee production of monthly and quarterly results presentations to support senior management communications.
• Support the development of annual operating, capital, and strategic plans.
• Lead projects and provide guidance to less experienced team members as needed.
• Drive process improvements to enhance efficiency, effectiveness, and service quality.
• Contributes beyond the immediate team and supports broader functional goals.
• Plays a key role in shaping financial strategy, business planning, and performance management.
• Operates independently on highly complex analyses and initiatives.

Skills

Financial analysis

Forecasting

Reporting

Strategic thinking

Communication

Leadership

Education

Bachelor’s degree in Finance or Accounting

MBA or CPA/CFA

Job description

The Vice President, Financial Planning & Analysis leads complex financial analysis and reporting across multiple businesses, legal entities, functions, or regions. This role partners with business and finance leaders (including our Corporate Treasury and Chief Investment office) to identify strategic needs, deliver insights, and support decision-making.

We?re seeking a future team member for the role of Vice President to join our Treasury team. This role is located in Pittsburgh.

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

• Lead the delivery of complex financial analytics, reporting, and forecasting.
• Support core Finance processes with a focus on our Chief Investment Office deliverables; includes period close, forecasting, performance analysis, and management reporting.
• Analyze revenue, expenses, forecasts, and actual results to identify trends and key business drivers.
• Provide clear, actionable insights and present findings to senior finance and business leadership.
• Develop short- and long-term forecasts, including methodologies and assumptions aligned to business strategy and market conditions.
• Oversee production of monthly and quarterly results presentations to support senior management communications.
• Support the development of annual operating, capital, and strategic plans.
• Lead projects and provide guidance to less experienced team members as needed.
• Drive process improvements to enhance efficiency, effectiveness, and service quality.
• Contributes beyond the immediate team and supports broader functional goals.
• Plays a key role in shaping financial strategy, business planning, and performance management.
• Operates independently on highly complex analyses and initiatives.

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

• Bachelor’s degree in Finance, Accounting, or a related field.
• Advanced degree (e.g., MBA) or professional certification (e.g., CPA, CFA) preferred.
• 6-8 years of relevant experience preferred.
• Strong background in financial planning and analysis preferred.

Additional Information

• No direct reports initially, with opportunities to oversee analysts once established in the role.

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