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Overview
Vice President II, Financial Planning and Analysis 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 and champions of , 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. We’re seeking a future team member for the role of Vice President to join our BNY Markets Finance team. This role is located in New York City with 4 days per week in-office required.
Role and Responsibilities
In this role, you’ll make an impact in the following ways: Lead comprehensive financial planning, forecasting, budgeting, and analysis efforts to support strategic decision-making and operational efficiency. Perform analysis that support end to end processes within Finance including period closings; performance analysis of forecasted period revenue and expenses against actual results; metrics and scorecard reporting; and trend identification / analysis / monitoring so that management makes informed decisions on business strategy. Periodically update short term and long-range forecasts, update methodologies / inputs / assumptions to reflect changes in business strategies and business intelligence in the competitive environment impacting lines of business. Conduct trend analysis on financial data and operating performance and assist in developing recommendations on improving efficiency and effectiveness against benchmarks. Regularly partner with business leaders to provide insightful financial analysis, identify trends, and recommend actionable strategies to enhance profitability and growth. Participate in the development of annual operating, capital and strategic plans, compiling and conducting financial information and analysis as needed. Collaborate cross-functionally to simplify processes, embrace new technologies, and improve financial systems and tools.
Qualifications and Requirements
Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or relevant advanced degree. Minimum 8-10 years of progressive experience in financial planning and analysis, preferably within financial services. Strong leadership skills with experience managing teams and influencing senior stakeholders. Expertise in financial modeling, forecasting, budgeting, and variance analysis. Proficiency with financial systems and data analytics tools. Excellent communication, problem-solving, and strategic thinking abilities.
Benefits and Awards
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/Individuals with Disabilities/Protected Veterans. 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 $179,000 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.
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Vice President II, Financial Planning and Analysis 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 and champions of , 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. We’re seeking a future team member for the role of Vice President to join our BNY Markets Finance team. This role is located in New York City with 4 days per week in-office required.
Role and Responsibilities
In this role, you’ll make an impact in the following ways: Lead comprehensive financial planning, forecasting, budgeting, and analysis efforts to support strategic decision-making and operational efficiency. Perform analysis that support end to end processes within Finance including period closings; performance analysis of forecasted period revenue and expenses against actual results; metrics and scorecard reporting; and trend identification / analysis / monitoring so that management makes informed decisions on business strategy. Periodically update short term and long-range forecasts, update methodologies / inputs / assumptions to reflect changes in business strategies and business intelligence in the competitive environment impacting lines of business. Conduct trend analysis on financial data and operating performance and assist in developing recommendations on improving efficiency and effectiveness against benchmarks. Regularly partner with business leaders to provide insightful financial analysis, identify trends, and recommend actionable strategies to enhance profitability and growth. Participate in the development of annual operating, capital and strategic plans, compiling and conducting financial information and analysis as needed. Collaborate cross-functionally to simplify processes, embrace new technologies, and improve financial systems and tools.
Qualifications and Requirements
Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or relevant advanced degree. Minimum 8-10 years of progressive experience in financial planning and analysis, preferably within financial services. Strong leadership skills with experience managing teams and influencing senior stakeholders. Expertise in financial modeling, forecasting, budgeting, and variance analysis. Proficiency with financial systems and data analytics tools. Excellent communication, problem-solving, and strategic thinking abilities.
Benefits and Awards
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/Individuals with Disabilities/Protected Veterans. 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 $179,000 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.
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