BNY Mellon Careers

Principal, Financial Planning & Analysis

Pittsburgh, Pennsylvania; New York, New York

Job Description

Leads the technical approach and delivery of complex financial analytics and reporting in support of the Treasury Services line of business, legal entities, and geographies where business is transacted. Identifies financial strategy needs, and partners with the customer and/or functional leaders to ensure needs are met. Performs highly complex historical or predictive analyses to support end to end processes within Finance including the support for the period close, analyses of performance such as forecasted period revenue and expenses against actual results, and metrics and scorecard reporting. Identifies and monitors trends, and presents findings to finance leadership and/or the business. Leads the selection of methodologies and assumptions used in short term and long range forecasts to reflect changes in business strategies and business intelligence in the competitive environment impacting lines of business. Conducts advanced trend analysis on financial data and operating performance for topics of high complexity. Develops and implements process improvements to team efficiency and effectiveness, ensuring consistently high service delivery standards. Participates in the development of annual operating, capital and strategic plans. Compiles financial information, conducts sophisticated analysis as needed, and presents findings and business implications to senior leadership. No direct reports; provides guidance to less experienced team members as needed. May lead projects and/or analyses. Impact of work is felt beyond immediate team and contributes to the achievement of functional goals. Modified based upon local regulations/requirements.


Bachelor's degree in finance, accounting, or business or the equivalent combination of education and experience. MBA or CFA preferred. 10-12 years of total work experience preferred; experience in financial planning and analysis preferred

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

Finance helps our internal clients outperform over time. At BNY Mellon, Finance serves our internal clients by providing world-class accounting operations and control and decision support while instituting world-class change management. Global Procurement is responsible for establishing the programs to acquire products and services for BNY Mellon by employing deep category knowledge and commodity expertise, coupled with an understanding of the needs of our businesses and business partner groups. The Corporate Treasury group is responsible for managing the investment portfolios and the liquidity and capital positions of the various subsidiary banks and of BNY Mellon.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Pennsylvania-Pittsburgh
Internal Jobcode: 85070
Job: Finance/Accounting
Organization: Finance-HR06599
Requisition Number: 1802117