Vice President, Business Planning and Analysis

BNY
New York, NY
On-siteCareer-pivot friendly

Who this role is best for

A natural match if you have 5-10 years of financial planning and analysis experience and can demonstrate cross-functional collaboration skills.

Best fit for

  • Candidates with 5-10 years of experience in financial planning and analysis and a track record of improving operational efficiency
    — “5-10 years of experience in financial planning and analysis, business operations, or a related field”
  • Individuals who have led financial modeling and forecasting initiatives in a collaborative setting
    — “Partner with cross-functional teams to align business planning initiatives with BNY’s strategic objectives”
  • Professionals with strong communication skills and the ability to translate complex financial data into actionable insights for senior leaders
    — “Provide clear financial analysis and reporting to senior management to support informed decisions”

Things to consider

  • The role demands a high level of accuracy in financial reporting and compliance with internal policies
    — “Maintain compliance with regulatory and policy requirements while ensuring accuracy and integrity in financial reporting”
  • This position requires a candidate who is comfortable with a global company culture and potentially international collaboration
    — “BNY is where bold ideas meet advanced technology and exceptional talent”

How to stand out

  • Highlight experience in developing and implementing forecasting models that improved business performance
    — “Develop and implement business models and forecasting techniques that improve operational efficiency”
  • Showcase leadership in strategic decision-making supported by financial analysis
    — “Lead financial planning and analysis activities to support strategic decision-making across the business”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Company

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

What success looks like

  • supporting strategic decision-making
  • improving operational efficiency
  • strengthening business performance
Typical background
financial planning and analysis experiencebusiness operations experience

Skills & requirements

Required

Financial Planning And AnalysisBusiness OperationsFinancial ModelingForecastingRegulatory Compliance

Preferred

Advanced Degree Or Relevant Certifications

Stack & domain

Financial ModelingForecastingRegulatory ComplianceCommunicationProblem-solvingFinanceWealth Management

About the role

Original posting from BNY

We’re seeking a future team member for the role of Vice President, 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:

Lead financial planning and analysis activities to support strategic decision-making across the business.Develop and implement business models and forecasting techniques that improve operational efficiency.Partner with cross-functional teams to align business planning initiatives with BNY’s strategic objectives.Provide clear financial analysis and reporting to senior management to support informed decisions.Maintain compliance with regulatory and policy requirements while ensuring accuracy and integrity in financial reporting.Identify and implement process improvements and innovative solutions to strengthen business performance. 

To be successful in this role, we’re seeking the following:

Bachelor’s degree in Finance, Business Administration, or a related field, or an equivalent combination of education and experience required.5-10 years of experience in financial planning and analysis, business operations, or a related field.Strong analytical and problem-solving skills with the ability to interpret complex financial data.Excellent communication and interpersonal skills for effective collaboration with stakeholders.Proficiency in financial modeling and forecasting tools.Advanced degree or relevant certifications preferred.

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

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