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Senior Specialist, Financial Planning & Analysis

Job Description - Senior Specialist, Financial Planning & Analysis

Description

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



  • Support the annual budget, quarterly forecast, and multi-year planning processes.

  • Prepare and review monthly and quarterly financial reports, including variance analysis against budget, forecast, and prior periods.

  • Build, maintain, and enhance financial models used for forecasting, scenario analysis, and strategic planning.

  • Partner with business leaders and cross-functional teams to gather inputs, validate assumptions, and support decision-making.

  • Assist in the preparation of presentations and materials for leadership reviews and management meetings.

  • Identify financial risks and opportunities and help develop recommendations to improve performance.

  • Support ad hoc analysis, special projects, and strategic initiatives as needed.

  • Contribute to improving financial planning, reporting, and governance processes through automation and standardization where possible.

  • Ensure accuracy, consistency, and timeliness of financial data, analysis, and reporting outputs.


To be successful in this role, we are seeking the following



  • Strong analytical skills with experience in financial reporting and consolidation.

  • Proficiency in Oracle or similar financial systems.

  • Excellent communication and storytelling abilities for presenting financial insights.

  • Ability to coordinate across multiple teams and manage competing priorities.

  • Experience with expense management, forecasting, and planning.

  • Proactive problem-solving and process improvement mindset.


What We Offer



  • Opportunity to work closely with senior management and influence strategic decisions.

  • Exposure to complex financial systems and cross-functional projects.

  • Collaborative and supportive team environment.


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, 2025

  • World’s Most Admired Companies, Fortune 2025

  • “Most Just Companies”, Just Capital and CNBC, 2025


 


 



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