Sr. Specialist, Financial Planninig & Analysis (Inv Mgmt Finance)

Job Description


The Business Entity:

Investment Management (IM) is $4 billion revenue segment of BNY Mellon, managing $1.8 trillion of client assets.  Investment Management operates multiple investment firms, each with their own investment philosophies and strategies, and the BNY Mellon Wealth Management business.



The IM Finance consolidation team is responsible for the analysis and reporting of consolidated Asset Management and Investment Management financial results and growth drivers.  It also provides analytical support to related reporting projects and analysis of interbank services and costs.


Roles and Responsibilities: 

The analyst will support the team’s development of financial and variance analysis critical to the management of the Investment Management business, and analyze and report on interbank services and resulting costs.  The analyst will also take a lead role in support of project assessing and implementing new technologies to assist in financial analysis and reporting of the sector across teams. 

  • Delivers advanced financial analytics and reporting in support of assigned line of business, corporate function, or region.  Identifies financial planning and reporting needs, and partners with the customer to ensure needs are met.

  • Performs advanced 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. 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 advanced trend analysis on financial data and operating performance.  Participates in the development of annual operating, capital and strategic plans. Compiles financial information, conducts sophisticated analysis as needed, and interprets results and business implications.

  • Analyze and report on how the firm’s financial growth has been driven by various external business drivers.  

  • Provide support for developing financial models for forecasting, planning, return analysis, etc. 

  • Provide support for the creation of presentation slides that articulate financial metrics and concepts to senior audiences.   



Bachelor’s degree in finance, accounting or business or the equivalent combination of education and experience required.  CFA or MBA preferred.  7-10 years of total work experience preferred, including experience in financial planning and analysis.

Skills and Traits required:

  • Understanding of accounting and financial analysis theory.

  • Strong communication, organization and prioritization skills.

  • Ability to simplify complex problems and build solutions. 

  • High comfortability with project management of deliverables that may be dependent on receiving accurate information from multiple parties.  

  • Desire to research topics thoroughly and understand nuances. 


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: 85069
Job: Finance/Accounting
Organization: Finance-HR06599
Requisition Number: 1918190