What are the responsibilities and job description for the Senior Associate, Financial Planning & Analysis position at BNY?
Job Description
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 is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Senior Associate to join our Financial Planning & Analysis team. This role is located in Pittsburgh.
In this role, you’ll make an impact in the following ways:
BNY Newsroom
BNY LinkedIn
Here’s a Few Of Our Recent Awards
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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 is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Senior Associate to join our Financial Planning & Analysis team. This role is located in Pittsburgh.
In this role, you’ll make an impact in the following ways:
- Assists in the delivery of financial analytics and reporting to support Investments & Wealth business segment.
- 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.
- Assists in monitoring and reporting key financial metrics, including AUM/flows, fee income, expenses, organic growth, and margin.
- Collaborate with cross-functional teams to understand data needs and delivery; compiles and updates short term and long range forecasts gathering inputs and assumptions from multiple sources; analyze data trends, patterns and anomalies to ensure accuracy and integrity.
- 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.
- 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.
- Require strong analytical and problem-solving abilities; attention to detail and ability to work with large datasets.
- Experience in MAQ and proficiency in data modelling/automation/visualization would be a plus (e.g., Excel VBA/Power Query/Power Pivot, Power BI, Tableau, Dataiku).
BNY Newsroom
BNY LinkedIn
Here’s a Few Of Our Recent Awards
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.