Senior Specialist, Business Planning and Analysis
BNY Mellon•Berwyn, PA
•$59,000 - $108,000•Hybrid
About The Position
BNY Managed Account Solutions (MAS) is seeking a Business Intelligence Specialist to transform data into actionable insights for senior leadership, client relationship teams, and MAS clients. This role is primarily responsible for developing, maintaining, and enhancing both internal management information reporting and polished client-facing reporting, while also supporting the design and creation of new reports to meet evolving business and client needs.
Requirements
- Detailed knowledge of Microsoft Excel
- Familiarity with common reporting platforms (e.g., Microsoft PowerBI and Tableau)
- 2-5 years of experience in a business analyst environment required
- Bachelor's degree in management information systems, business administration, or a related discipline, or equivalent work experience required.
Nice To Haves
- Experience with SQL and data warehouses is preferred.
- Experience in the securities or financial services industry is a plus
Responsibilities
- Produce, maintain, and distribute recurring and ad hoc management information reports for MAS senior leadership and internal stakeholders.
- Develop and deliver polished, accurate, and timely client-facing reports in support of client servicing and relationship management activities.
- Assist in the design, development, and implementation of new reports and reporting enhancements.
- Partner with business stakeholders to gather and execute reporting requirements.
- Support continuous improvement initiatives by identifying opportunities to streamline, standardize, and automate reporting processes.
- Maintain reporting documentation, including report definitions, methodologies, data sources, and procedures.
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves, including paid volunteer time
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans
- Various paid time off benefits, such as vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Senior
