Vice President, Financial Planning & Analysis

BNY

Pittsburgh, PA

On-site

Who this role is best for

Best suited to candidates with strong financial planning and analysis experience working in global financial services.

Best fit for

Candidates with 6-8 years of financial planning and analysis experience in complex environments
— “6-8 years of relevant experience preferred.”
Professionals who can drive process improvements and operate independently on complex initiatives
— “Operates independently on highly complex analyses and initiatives.”

Things to consider

Initial role may not involve direct reports, requiring adaptability to leadership opportunities later
— “No direct reports initially, with opportunities to oversee analysts once established in the role.”

How to stand out

Highlight experience with multi-entity financial forecasting and strategic planning in your resume and interviews
— “Develop short- and long-term forecasts, including methodologies and assumptions aligned to business strategy and market conditions.”
Emphasize your ability to deliver actionable insights to senior leadership
— “Provide clear, actionable insights and present findings to senior finance and business leadership.”
Showcase your background in performance analysis and management reporting
— “Support core Finance processes with a focus on our Chief Investment Office deliverables; includes period close, forecasting, performance analysis, and management reporting.”
Demonstrate your leadership capabilities and willingness to mentor others
— “Lead projects and provide guidance to less experienced team members as needed.”

Pace · SteadyCollaboration · HighAutonomy · HighDecision Impact · Company

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

What success looks like

accurate financial reporting
effective forecasting

Typical background

financial planning and analysiscorporate treasury

Skills & requirements

Required

Financial AnalysisForecastingReporting

Preferred

Strategic PlanningProject Management

Stack & domain

Financial PlanningAnalysisForecastingReportingLeadershipCommunicationTeamworkCPACFAFinance

About the role

Original posting from BNY

The Vice President, Financial Planning & Analysis leads complex financial analysis and reporting across multiple businesses, legal entities, functions, or regions. This role partners with business and finance leaders (including our Corporate Treasury and Chief Investment office) to identify strategic needs, deliver insights, and support decision-making.
We’re seeking a future team member for the role of Vice President to join our Treasury team. This role is located in Pittsburgh.
In this role, you’ll make an impact in the following ways:
Lead the delivery of complex financial analytics, reporting, and forecasting.
Support core Finance processes with a focus on our Chief Investment Office deliverables; includes period close, forecasting, performance analysis, and management reporting.
o             Analyze revenue, expenses, forecasts, and actual results to identify trends and key business drivers.
o             Provide clear, actionable insights and present findings to senior finance and business leadership.
o             Develop short- and long-term forecasts, including methodologies and assumptions aligned to business strategy and market conditions.
Oversee production of monthly and quarterly results presentations to support senior management communications.
Support the development of annual operating, capital, and strategic plans.
Lead projects and provide guidance to less experienced team members as needed.
Drive process improvements to enhance efficiency, effectiveness, and service quality.
Contributes beyond the immediate team and supports broader functional goals.
Plays a key role in shaping financial strategy, business planning, and performance management.
Operates independently on highly complex analyses and initiatives.
To be successful in this role, we’re seeking the following:
Bachelor's degree in Finance, Accounting, or a related field.
Advanced degree (e.g., MBA) or professional certification (e.g., CPA, CFA) preferred.
6-8 years of relevant experience preferred.
Strong background in financial planning and analysis preferred.
Additional Information
No direct reports initially, with opportunities to oversee analysts once established in the role.
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