Director, Financial Planning & Analysis Manager jobs in United States
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BNY · 1 day ago

Director, Financial Planning & Analysis Manager

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking a Director of Pricing & Client Analytics to lead client pricing, repricing, and profitability analysis, optimizing revenue and supporting strategic negotiations while overseeing a high-performing team and collaborating closely with various stakeholders.

Financial Services

Responsibilities

Lead and develop the Pricing & Client Analytics team, setting standards for pricing governance, repricing, and profitability analysis
Oversee end-to-end pricing processes for new and existing clients, ensuring accuracy, compliance, and alignment with strategic objectives
Partner with Sales, Finance, and Client Executives to design and implement dynamic pricing models that maximize margin, retention, and client value
Conduct in-depth, client and segment-specific profitability analyses to support deal structuring and executive decision-making
Develop and maintain pricing tools and related dashboards(e.g., Power BI, Tableau) driving insights that directly influence Budget and Forecast
Monitor market trends, industry benchmarks, and competitor pricing to identify opportunities for differentiation
Coordinate cross-functional stakeholders to ensure cohesive pricing strategies and efficient escalation paths for complex requests
Establish and enforce governance frameworks, policies, and controls to maintain the integrity of strategic pricing recommendations

Qualification

Pricing strategyClient analyticsFinancial modelingLeadership experienceSQLPythonRTableauPower BIClient obsessedData-drivenCollaborative leaderEffective communicatorExecution excellenceResilientStrategic thinkerAdaptable

Required

Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA or advanced degree preferred
10+ years of experience in pricing strategy, client analytics, or revenue management within financial services or professional services
Proven leadership experience with a track record of building and coaching analytic teams
Advanced financial modeling skills and proficiency in Excel; hands-on experience with SQL, Python, R, Tableau, or Power BI
Strong understanding of financial services business drivers, client profitability levers, and pricing methodologies
Demonstrated track record developing pricing models, managing large data sets and translating insights into revenue-driving actions

Preferred

MBA or Master's degree with emphasis on quantitative analysis, pricing, or strategic management
Experience in wealth management, custody, or brokerage pricing
Demonstrated success implementing pricing governance frameworks and leading change initiatives

Benefits

Generous paid leaves, including paid volunteer time
Highly competitive compensation
Benefits
Wellbeing programs

Company

For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth.

Funding

Current Stage
Late Stage

Leadership Team

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Brian A. Ruane
CEO Government Securities Services & Global Client Management
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Chris Kearns
CEO, Depositary Receipts
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Company data provided by crunchbase