Senior Associate, Financial Planning & Analysis

Position Overview

BNY is a leading global financial services firm known for its innovative culture and breakthrough technology. We value the growth and success of our employees while influencing nearly 20% of the world’s investible assets. We are currently seeking a Senior Associate for our Financial Planning & Analysis team in Pittsburgh. Join us to drive transformative financial analytics and reporting that empower our strategic decision-making and future-focused initiatives.

Key Responsibilities

• Assist in delivering financial analytics and reporting to support the Investments & Wealth business segment.
• Perform analyses to support end-to-end Finance processes, including period close, forecasted revenue and expense comparisons, and scorecard reporting.
• Monitor and report key financial metrics such as AUM/flows, fee income, expenses, organic growth, and margin.
• Collaborate with cross-functional teams to gather data, update short and long range forecasts, and analyze data trends and anomalies.
• Provide trend analysis on financial data and operating performance to inform strategic decisions.
• Compile financial information for periodic reports, ensuring accuracy and high quality of work.

Required Qualifications

• Bachelor's degree in finance, accounting, or business, or an equivalent combination of education and experience.
• Strong analytical and problem-solving abilities with keen attention to detail and proficiency in handling large datasets.

Preferred Qualifications

• 3-5 years of work experience preferred.
• Experience in financial planning and analysis.
• Experience with data analytics/visualization tools (e.g., Power BI, Tableau, Dataiku) would be a plus.

Benefits & Perks

• Competitive Compensation
• Benefits & Wellbeing Programs
• Access to flexible global resources and tools for your professional growth.
• Generous paid leaves including paid volunteer time to support you and your family.