Senior Specialist, Financial Planning & Analysis

BNY Mellon•New York, NY

3d•$59,000 - $110,000•Onsite

About The Position

We’re seeking a future team member for the role of Senior Specialist, Business & Function Finance to join our Finance team in New York, NY. This role will serve as a key FP&A partner to Corporate Function leadership, delivering financial insights, planning support, and performance analysis that inform senior decision-making and strengthen financial discipline.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field, or the equivalent combination of education and experience required.
4-7 years of Financial Planning & Analysis or related finance experience, with demonstrated ability to support budgets, forecasts, variance analysis, and management reporting.
Strong analytical and financial modeling skills, with proficiency in financial systems, reporting tools, and spreadsheet-based analysis.
Strong written and verbal communication skills, including the ability to tailor financial messaging for detailed reviews and senior audiences.
Strong collaboration, relationship management, attention to detail, and ability to manage multiple priorities in a deadline-driven environment.
Demonstrates a strong interest and has examples in leveraging AI for process improvement, automation and efficiency

Nice To Haves

Advanced degree or professional certification, such as CPA or MBA, is a plus.

Responsibilities

Support the budget planning process and recurring forecast updates for assigned Corporate Function areas, helping leadership understand financial outlook, key drivers, and potential risks or opportunities.
Manage the monthly close process, including tracking actual expenses across employee compensation, vendor spend, accruals, and other key expense categories to ensure accurate financial reporting.
Analyze actual results, forecasts, metrics, and scorecards to identify trends, explain variances, and develop commentary for detailed reviews and executive-level discussions.
Develop and maintain financial models, planning tools, and reporting that support business planning, performance management, and timely decision-making.
Partner with Finance and Corporate Function stakeholders to translate financial data into actionable insights aligned to strategic and operational priorities.
Support senior leadership with timely, accurate, and well-structured financial analysis, including clear identification of risks, opportunities, and recommended areas of focus.
Help ensure adherence to financial controls, policies, and reporting standards while contributing to continuous improvement across planning and reporting processes.