Senior Specialist, Financial Planning & Analysis

BNY Mellon

$85K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, or business, or equivalent experience
  • 3-5 years of experience in financial planning and analysis
  • Strong analytical skills with a focus on financial data
  • Ability to compile and interpret complex data sets
  • Experience in forecasting and performance analysis

Responsibilities

  • Assist in delivering financial analytics and reporting for assigned business areas
  • Perform analyses to support finance processes, including period close
  • Compile and update financial forecasts reflecting business strategy changes
  • Provide trend analysis on financial and operational performance
  • Conduct analysis for periodic financial reports and summarize findings
  • Guide less experienced team members as needed
  • Ensure accuracy and quality of own work

Benefits

  • 401(k) plan eligibility
  • Participation in company-sponsored medical, dental, and vision plans
  • Life insurance coverage for the employee and dependents
  • Various paid time off benefits including vacation and sick time
  • Annual discretionary incentive award potential
Full Job Description
"Assists in the delivery of financial analytics and reporting in support of assigned line of business, corporate function, or region.Performs relatively straightforward 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. Assists in identifying financial trends.Compiles and updates short term and long range forecasts using multiple inputs and assumptions to reflect changes in business strategies and business intelligence in the competitive environment impacting lines of business. Provides trend analysis on financial data and operating performance. Interprets and summarizes findings.Compiles financial information and conducts analysis for input into a variety of periodic financial reports.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.Bachelor's degree in finance, accounting, or business or the equivalent combination of education and experience.3-5 years of total work experience preferred,, experience in financial planning and analysis preferred.BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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