Senior Specialist, Financial Planning & Analysis

BNY Mellon
Jersey City, USA
May 04, 2019
May 09, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Delivers advanced financial analytics and reporting in support of Pershing's net interest income and balance sheet. Identifies financial planning and reporting needs, and partners with various customers and stakeholders to ensure their needs are met. Performs advanced analyses to support end to end processes within Finance including the support for the monthly close, analyses of performance such as forecasted revenue and expenses against actual results, and metrics and scorecard reporting. Identifies and monitors trends, and presents findings to finance leadership and/or the business. Updates short term and long range forecasts and methodologies using multiple inputs and assumptions to reflect changes in business strategies and business intelligence in the competitive environment impacting lines of business. Conducts advanced trend analysis on financial data and operating performance. Develops recommendations on improving efficiency and effectiveness against benchmarks. Participates in the development of annual operating, capital and strategic plans. Compiles financial information, conducts sophisticated analysis as needed, and interprets results and business implications. No direct reports, however, supervises the work of an offshore four-member team and provides guidance to less experienced team members as needed. May lead small projects and/or analyses. Primarily responsible for the accuracy and quality of own work and the work of assigned project team members.


Bachelor's degree in finance, accounting, or business or the equivalent combination of education and experience. Desired candidate has experience working in a large clearing broker-dealer, has a solid understanding of its balance sheet, liquidity dynamics, customer protection rules, funds transfer pricing and net interest margin. MBA or CFA preferred. 10+ years of total work experience preferred; experience in financial planning and analysis preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-New Jersey-Jersey City
Internal Jobcode: 85069
Job: Finance/Accounting
Organization: Pershing Domestic-HR06431
Requisition Number: 1901439

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