Senior Specialist, Business Planning and Analysis

BNY

New York, NY

Career-pivot friendly

Who this role is best for

Geared toward candidates with analytical experience and a background in business operations, comfortable with compiling data into reports and supporting project teams. The role is based in New York, NY, and appears to favor individuals with a track record of collaboration across technical and business partners.

Best fit for

Candidates with 3-5 years of business analysis experience and a proven ability to synthesize data for diverse stakeholders
— “3-5 years of total work experience preferred”
Professionals who thrive in collaborative, cross-functional environments and can guide junior team members
— “Contribute to team objectives and provide guidance to less experienced staff as needed”
Individuals with a strong grasp of operational metrics and reporting protocols for financial services
— “Familiarity with organization and function operations, including metrics, performance indicators, and reporting protocols”

Things to consider

The role requires a degree or equivalent, which may be a barrier for those without formal education in relevant fields
— “Bachelor’s degree or equivalent combination of education and experience”
The position is based in New York, NY, which may require relocation or local presence for applicants
— “This role is located in New York, NY”

How to stand out

Highlight experience in compiling reports for both technical and business audiences in your resume and interviews
— “compile findings into reports and presentations for technical and business audiences”
Emphasize your ability to support project teams with analytical expertise and drive outcomes
— “Support project teams by providing analytical expertise to help achieve project objectives”

Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

support project teams
compile findings into reports

Typical background

3-5 years of work experience in finance or operations

Skills & requirements

Required

Business PlanningFinancial AnalysisReportingOperational Data Analysis

Preferred

Project Management

Stack & domain

Business PlanningAnalysisReportingData MetricsProject ManagementTeam GuidanceCommunicationTeamworkProblem-solvingDecision-makingMentoringWealth ManagementFinancial Services

About the role

Original posting from BNY

We’re seeking a future team member for the role of Senior Specialist, Business Planning and Analysis to join our Wealth Management team. This role is located in New York, NY.
In this role, you’ll make an impact in the following ways:
Conduct analyses and reporting in support of business operations, special projects, initiatives, and operational planning activities.Gather, organize, and review operational data and metrics, applying established processes and precedents.Analyze and synthesize data, then compile findings into reports and presentations for technical and business audiences.Support project teams by providing analytical expertise to help achieve project objectives.Contribute to team objectives and provide guidance to less experienced staff as needed. To be successful in this role, we’re seeking the following:
Bachelor’s degree or equivalent combination of education and experience.3-5 years of total work experience preferred.Strong communication skills with the ability to work effectively with technical and business partners.Familiarity with organization and function operations, including metrics, performance indicators, and reporting protocols.
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

Source: BNY careers