BNY Mellon Careers

Specialist, Financial Planning & Analysis

Sydney, Australia

Job Description

Founded in 1939, Pershing LLC has more than 1,600 clients worldwide and more than $1 trillion in global client assets. Pershing Securities Australia maintains a strong local presence backed by the strength of a global leader.


Pershing Sydney is looking to hire a full time, permanent Specialist, Financial Planning & Analysis to join the team.

Your responsibilities will include the following: 

  • Delivers financial analytics and reporting in support of assigned line of business, corporate function, or region

  •  Assists in addressing customer analytics and reporting needs

  • Performs 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

  • Updates short term and long range forecasts and methodologies using multiple inputs and assumptions to reflect changes in business strategies and business intelligence in the competitive environment impacting lines of business

  • Conducts trend analysis on financial data and operating performance

  • Assists in developing recommendations on improving efficiency and effectiveness against benchmarks

  • Participates in the development of annual operating, capital and strategic plans. Compiles financial information and conducts analysis as needed


  • Bachelor's degree in finance, accounting, business or the equivalent combination of education and experience

  • 5-7 years of total work experience preferred; experience in financial planning and analysis preferred

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: Australia-New South Wales-Sydney
Job: Finance/Accounting
Internal Jobcode: 85068
Organization: Pershing SEC Australia-HR16948
Requisition Number: 1819031