Principal, Financial Planning & Analysis

Job Description

Leads the technical approach and delivery of complex financial analytics and reporting in support of multiple assigned lines of business, legal entities, corporate functions, or geographies. 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.

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

Primary Location: United States-New York-New York
Internal Jobcode: 85070
Job: Finance/Accounting
Organization: Finance-HR06599
Requisition Number: 1915539