BNY
Director, Business Planning and Analysis
Join to apply for the
Director, Business Planning and Analysis
role at
BNY .
Job Description 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 all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Director, Financial Planning & Analysis to join our team. This role is located in New York. BNY’s Corporate Staff Finance & Business Management organization serves as the primary interface between Finance and Risk & Compliance, acting as a strategic partner. The team drives financial discipline, workforce optimization, and operational excellence to support clients and stakeholders.
Responsibilities
Financial and Headcount Management: Oversee financial planning and workforce management with precision, ensuring accurate expense tracking and strategic budget allocation aligned with organizational goals.
Management Reporting: Deliver comprehensive reports that inform and guide executive decision‑making.
Adhoc Projects and Support: Provide specialized support and manage a variety of projects that address specific organizational needs.
Financial Management
Provide end‑to‑end ownership of financial processes, driving accuracy and accountability across monthly close and forecasting, hierarchy governance, and key calendar communications.
Lead Management Business Review and other Internal Business Review production.
Deliver proactive insights into expense risks and opportunities to enable informed decision‑making and optimize financial performance.
Collaborate with Finance and People leadership to design and align the annual operating plan, ensuring integration of financial priorities with organizational objectives.
Deliver measurable efficiency gains and expense optimization across the organization by executing cost‑control initiatives, performing rigorous analysis, and translating insights into decisive actions that improve financial performance.
Business Management
Lead the organization’s headcount planning, ensuring monthly forecasts are accurate and up to date.
Oversee the requisition and approval process for new hires, and strategically manage talent redeployment as needed.
Develop and execute process enhancements to effectively monitor headcount savings and operational efficiencies.
Formulate and implement a location strategy that encompasses both the migration of functions and the integration of next‑generation workplace planning.
Monitor the intake of interns and campus analysts, incorporating them into the comprehensive workforce plan for the current and subsequent years.
Conduct regular reviews of job family taxonomy to maintain consistency and alignment with leadership team directives.
Lead the development and execution of technical strategies for workforce analytics and reporting, supporting the Corporate Staff functions.
Adhoc Projects And Support
Actively engage in projects as allocated by either Finance or Risk and Compliance leadership. May serve as project lead, enlisting support from more junior staff or peers.
Development of efficient and automated solutions in the areas of responsibilities set out above.
Qualifications
Bachelor’s degree in finance, accounting, or business or equivalent combination of education and work experience required.
Experience as a CFO with Business Management and financial planning & analysis required.
A background in risk and compliance would be highly beneficial to align financial strategies with Risk & Compliance priorities.
Prior success building, coaching and scaling small finance/business‑management teams in a matrixed environment.
Demonstrated ability to translate complex financial and workforce data into clear, actionable strategic recommendations for C‑suite audiences.
Excellent stakeholder management skills and ability to influence without direct reporting line authority across Finance, People Team, Legal, Facilities, and Engineering partners.
15‑20 years of total work experience preferred.
Recent Awards
America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Benefits and Rewards 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.
Equal Employment Opportunity BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Salary Range The base salary for this position is expected to be between $150,000 and $242,000 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.
Seniority Level
Director
Employment Type
Full‑time
Job Function
Finance and Sales
Location New York, NY
#J-18808-Ljbffr
Director, Business Planning and Analysis
role at
BNY .
Job Description 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 all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Director, Financial Planning & Analysis to join our team. This role is located in New York. BNY’s Corporate Staff Finance & Business Management organization serves as the primary interface between Finance and Risk & Compliance, acting as a strategic partner. The team drives financial discipline, workforce optimization, and operational excellence to support clients and stakeholders.
Responsibilities
Financial and Headcount Management: Oversee financial planning and workforce management with precision, ensuring accurate expense tracking and strategic budget allocation aligned with organizational goals.
Management Reporting: Deliver comprehensive reports that inform and guide executive decision‑making.
Adhoc Projects and Support: Provide specialized support and manage a variety of projects that address specific organizational needs.
Financial Management
Provide end‑to‑end ownership of financial processes, driving accuracy and accountability across monthly close and forecasting, hierarchy governance, and key calendar communications.
Lead Management Business Review and other Internal Business Review production.
Deliver proactive insights into expense risks and opportunities to enable informed decision‑making and optimize financial performance.
Collaborate with Finance and People leadership to design and align the annual operating plan, ensuring integration of financial priorities with organizational objectives.
Deliver measurable efficiency gains and expense optimization across the organization by executing cost‑control initiatives, performing rigorous analysis, and translating insights into decisive actions that improve financial performance.
Business Management
Lead the organization’s headcount planning, ensuring monthly forecasts are accurate and up to date.
Oversee the requisition and approval process for new hires, and strategically manage talent redeployment as needed.
Develop and execute process enhancements to effectively monitor headcount savings and operational efficiencies.
Formulate and implement a location strategy that encompasses both the migration of functions and the integration of next‑generation workplace planning.
Monitor the intake of interns and campus analysts, incorporating them into the comprehensive workforce plan for the current and subsequent years.
Conduct regular reviews of job family taxonomy to maintain consistency and alignment with leadership team directives.
Lead the development and execution of technical strategies for workforce analytics and reporting, supporting the Corporate Staff functions.
Adhoc Projects And Support
Actively engage in projects as allocated by either Finance or Risk and Compliance leadership. May serve as project lead, enlisting support from more junior staff or peers.
Development of efficient and automated solutions in the areas of responsibilities set out above.
Qualifications
Bachelor’s degree in finance, accounting, or business or equivalent combination of education and work experience required.
Experience as a CFO with Business Management and financial planning & analysis required.
A background in risk and compliance would be highly beneficial to align financial strategies with Risk & Compliance priorities.
Prior success building, coaching and scaling small finance/business‑management teams in a matrixed environment.
Demonstrated ability to translate complex financial and workforce data into clear, actionable strategic recommendations for C‑suite audiences.
Excellent stakeholder management skills and ability to influence without direct reporting line authority across Finance, People Team, Legal, Facilities, and Engineering partners.
15‑20 years of total work experience preferred.
Recent Awards
America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Benefits and Rewards 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.
Equal Employment Opportunity BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Salary Range The base salary for this position is expected to be between $150,000 and $242,000 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.
Seniority Level
Director
Employment Type
Full‑time
Job Function
Finance and Sales
Location New York, NY
#J-18808-Ljbffr