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BNY · 1 day ago

Senior Associate, Financial Planning & Analysis

Pittsburgh, PA

Full-time

Onsite

Mid, Senior Level

3+ years exp

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Senior Associate in Financial Planning & Analysis will deliver financial analytics and reporting, perform analyses to support finance processes, and collaborate with cross-functional teams to ensure data accuracy and integrity.

Financial Services

Responsibilities

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

Qualification

Financial PlanningData AnalysisData VisualizationExcel VBAProblem-SolvingAttention to Detail

Required

Bachelor's degree in finance, accounting, or business or the equivalent combination of education and experience

Require strong analytical and problem-solving abilities; attention to detail and ability to work with large datasets

Preferred

3-5 years of total work experience preferred

Experience in financial planning and analysis preferred

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)