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Job Details

BNY Mellon logo
Asset Management

Director, Business Planning and Analysis

at BNY Mellon

ExperiencedNo visa sponsorship

Posted 17 days ago

No clicks

Senior finance leader responsible for end-to-end financial planning, management reporting, and workforce planning for BNY Mellon’s Corporate Staff Finance & Business Management organization. The role oversees budgeting, forecasting, headcount planning, cost optimization and delivers insights to support executive decision-making and Risk & Compliance priorities. The director will lead cross-functional initiatives, manage adhoc projects and develop automated workforce and financial reporting solutions while partnering with Finance, People, Legal, Facilities and Engineering stakeholders.

Compensation
$150,000 – $242,000 USD

Currency: $ (USD)

City
New York City
Country
United States

Full Job Description

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Director, Financial Planning & Analysis to join our team. This role is located in New York.

BNY’s Corporate Staff Finance & Business Management organization serves as the primary interface between Finance and Risk & Compliance, acting as a strategic partner. The team drives financial discipline, workforce optimization, and operational excellence to support clients and stakeholders

• Financial and Headcount Management: Oversee financial planning and workforce management with precision, ensuring accurate expense tracking and strategic budget allocation aligned with organizational goals

• Management Reporting: Delivering comprehensive reports that inform and guide executive decision-making

• Adhoc Projects and Support: Providing specialized support and managing a variety of projects that address specific organizational needs

In this role, you will help run our company better by blending rigorous financial stewardship with a spirit of innovation and collaboration, ensuring that every analysis, recommendation and project advances BNY’s mission and exemplifies our commitment to excellence

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

Contribute to the strategic direction of your line of business and where necessary partner with your peers in support of cross-organizational initiatives

Financial Management:

  • Provide end-to-end ownership of financial processes, driving accuracy and accountability across monthly close and forecasting, hierarchy governance, and key calendar communications
  • Lead Management Business Review and other Internal Business Review production
  • Deliver proactive insights into expense risks and opportunities to enable informed decision-making and optimize financial performance
  • Collaborate with Finance and People leadership to design and align the annual operating plan, ensuring integration of financial priorities with organizational objectives
  • Deliver measurable efficiency gains and expense optimization across the organization by executing cost-control initiatives, performing rigorous analysis, and translating insights into decisive actions that improve financial performance

Business Management:

  • Lead the organization's headcount planning, ensuring monthly forecasts are accurate and up to date
  • Oversee the requisition and approval process for new hires, and strategically manage talent redeployment as needed
  • Develop and execute process enhancements to effectively monitor headcount savings and operational efficiencies
  • Formulate and implement a location strategy that encompasses both the migration of functions and the integration of next-generation workplace planning
  • Monitor the intake of interns and campus analysts, incorporating them into the comprehensive workforce plan for the current and subsequent years.
  • Conduct regular reviews of job family taxonomy to maintain consistency and alignment with leadership team directives
  • Lead the development and execution of technical strategies for workforce analytics and reporting, supporting the Corporate Staff functions

Adhoc Projects and Support:

  • Actively engage in projects as allocated by either Finance or Risk and Compliance leadership. May serve as a project lead, enlisting support from more junior staff or peers.
  • Development of efficient and automated solutions in the areas of responsibilities set out above

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

  • Bachelor's degree in finance, accounting, or business or equivalent combination of education and work experience required
  • Experience as a CFO with Business Management and financial planning & analysis required
  • A background in risk and compliance would be highly beneficial to align financial strategies with Risk & Compliance priorities
  • Prior success building, coaching and scaling small finance/business-management teams in a matrixed environment
  • Demonstrated ability to translate complex financial and workforce data into clear, actionable strategic recommendations for C-suite audiences
  • Excellent stakeholder management skills and ability to influence without direct reporting line authority across Finance, People Team, Legal, Facilities, and Engineering partners
  • 15-20 years of total work experience preferred


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


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 $150,000 and $242,000 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.

Job Details

BNY Mellon logo
Asset Management

17 days ago

clicks

Director, Business Planning and Analysis

at BNY Mellon

ExperiencedNo visa sponsorship

$150,000 – $242,000

USD

City: New York City

Country: United States

Senior finance leader responsible for end-to-end financial planning, management reporting, and workforce planning for BNY Mellon’s Corporate Staff Finance & Business Management organization. The role oversees budgeting, forecasting, headcount planning, cost optimization and delivers insights to support executive decision-making and Risk & Compliance priorities. The director will lead cross-functional initiatives, manage adhoc projects and develop automated workforce and financial reporting solutions while partnering with Finance, People, Legal, Facilities and Engineering stakeholders.

Full Job Description

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Director, Financial Planning & Analysis to join our team. This role is located in New York.

BNY’s Corporate Staff Finance & Business Management organization serves as the primary interface between Finance and Risk & Compliance, acting as a strategic partner. The team drives financial discipline, workforce optimization, and operational excellence to support clients and stakeholders

• Financial and Headcount Management: Oversee financial planning and workforce management with precision, ensuring accurate expense tracking and strategic budget allocation aligned with organizational goals

• Management Reporting: Delivering comprehensive reports that inform and guide executive decision-making

• Adhoc Projects and Support: Providing specialized support and managing a variety of projects that address specific organizational needs

In this role, you will help run our company better by blending rigorous financial stewardship with a spirit of innovation and collaboration, ensuring that every analysis, recommendation and project advances BNY’s mission and exemplifies our commitment to excellence

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

Contribute to the strategic direction of your line of business and where necessary partner with your peers in support of cross-organizational initiatives

Financial Management:

  • Provide end-to-end ownership of financial processes, driving accuracy and accountability across monthly close and forecasting, hierarchy governance, and key calendar communications
  • Lead Management Business Review and other Internal Business Review production
  • Deliver proactive insights into expense risks and opportunities to enable informed decision-making and optimize financial performance
  • Collaborate with Finance and People leadership to design and align the annual operating plan, ensuring integration of financial priorities with organizational objectives
  • Deliver measurable efficiency gains and expense optimization across the organization by executing cost-control initiatives, performing rigorous analysis, and translating insights into decisive actions that improve financial performance

Business Management:

  • Lead the organization's headcount planning, ensuring monthly forecasts are accurate and up to date
  • Oversee the requisition and approval process for new hires, and strategically manage talent redeployment as needed
  • Develop and execute process enhancements to effectively monitor headcount savings and operational efficiencies
  • Formulate and implement a location strategy that encompasses both the migration of functions and the integration of next-generation workplace planning
  • Monitor the intake of interns and campus analysts, incorporating them into the comprehensive workforce plan for the current and subsequent years.
  • Conduct regular reviews of job family taxonomy to maintain consistency and alignment with leadership team directives
  • Lead the development and execution of technical strategies for workforce analytics and reporting, supporting the Corporate Staff functions

Adhoc Projects and Support:

  • Actively engage in projects as allocated by either Finance or Risk and Compliance leadership. May serve as a project lead, enlisting support from more junior staff or peers.
  • Development of efficient and automated solutions in the areas of responsibilities set out above

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

  • Bachelor's degree in finance, accounting, or business or equivalent combination of education and work experience required
  • Experience as a CFO with Business Management and financial planning & analysis required
  • A background in risk and compliance would be highly beneficial to align financial strategies with Risk & Compliance priorities
  • Prior success building, coaching and scaling small finance/business-management teams in a matrixed environment
  • Demonstrated ability to translate complex financial and workforce data into clear, actionable strategic recommendations for C-suite audiences
  • Excellent stakeholder management skills and ability to influence without direct reporting line authority across Finance, People Team, Legal, Facilities, and Engineering partners
  • 15-20 years of total work experience preferred


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


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 $150,000 and $242,000 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.