Specialist, Client Product & Profitability (FP&A)

Job Description

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. No direct reports,, provides guidance to less experienced team members as needed. Primarily responsible for the accuracy and quality of own work. Work contributes to the achievement of team goals. Modified based upon local regulations/requirements.

  • Performs validations of client and product profitability data including but not limited to revenue, expense, AUC and volumes

  • Assists with the monthly and/or quarterly processing of various CPP data from origination source to dashboard and reporting

  • Conducts client expense analysis

  • Gains an understanding of the Client and Product Profitability process and supports any initiatives to meet the common objective of CPP



Bachelor's degree in finance, accounting, or business or the equivalent combination of education and experience. 5-7 years of total work experience preferred,, experience in financial planning and analysis preferred


Preferred Skills: 


  • Working knowledge of underlying modeling tools (SAS CPM, Business Objects, Oracle SQL, Sybase SQL, and basic Informatica)
  • Activity Based Costing and Modeling
  • Advanced Excel Skills – Pivot tables



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

Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Primary Location: United States-Pennsylvania-Pittsburgh
Internal Jobcode: 85068
Job: Finance/Accounting
Organization: Finance-HR06599
Requisition Number: 2006027