Senior Associate, Financial Planning & Analysis

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We are seeking a detail-oriented and highly motivated Financial Planning and Analysis (FP&A) Sr. Associate to join our finance team to join our Finance team. This role is located in New York, NY.

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

Budgeting and Forecasting: Prepare, analyze, and refine annual budgets and forecasts in collaboration with cross-functional teams.
Financial Analysis: Perform deep dives into financial performance, identifying trends, variances, and opportunities for cost optimization and revenue enhancement.
Reporting: Develop and present accurate and insightful financial reports for management, investors, and other stakeholders.
Data Modeling: Build and manage financial models to support strategic planning and decision-making.
Strategic Support: Work closely with the leadership team to evaluate business opportunities, conduct scenario analyses, and assess the financial impact of potential initiatives.
Process Improvement: Identify areas for enhanced efficiency in FP&A processes and implement solutions to streamline workflows.

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

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
A Master’s degree or CPA/CFA certification is a plus.
2-4 years of relevant experience in FP&A, corporate finance, or accounting. Experience in a high-growth environment is advantageous.
Proficiency in financial modeling and Excel.
Familiarity with financial software such as SAP, Oracle, or Tableau is a plus.
Strong analytical and problem-solving skills, with the ability to interpret complex financial data and translate it into actionable insights.
Excellent written and verbal communication skills for effective collaboration and presentation.
A high degree of accuracy and attention to detail in all work products.

At BNY, our culture speaks for itself. Here’s a few of our awards:

America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023

Our 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.

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 base salary for this position is expected to be between $58,000 and $120,000 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.