Pershing X Senior Specialist, Financial Planning & Analysis

BNY Mellon
Jersey City, USA
Jan 27, 2022
Feb 22, 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Pershing X is a new start-up unit to incubate, engineer and deliver breakthrough solutions that will transform the advisory market. Pershing X will deliver the industry's leading end-to-end advisory platform, helping financial service firms solve the challenge of managing multiple and disconnected technology tools and data sets for their advisors and fueling our clients' business growth.

We are a collaborative and fast-growing team working on exciting and innovative digital product offerings.

Role description and opportunities:

The Senior Specialist, Financial Planning & Analysis plays a crucial role as a Lead Finance Business Partner and will integrate him/herself in their respective Pershing division and understand how that division is supporting the firm's business strategy and our clients. A successful candidate will also expand their role beyond the core FP&A functions and act as a strategic financial advisor to senior business leaders.

Key responsibilities include the following:
  • Leads the technical approach and delivery of complex financial analytics and reporting in support of the Global Operations & Technology organization.
  • Identifies financial strategy needs and partners with the operational and/or functional leaders to ensure needs are met.
  • Performs highly complex historical or predictive analyses to support end to end processes within Finance including the support for the period close, expense performance analyses of actuals against current budget and forecast.
  • Identifies and monitors actual trends and presents findings to finance leadership and/or the business.
  • Leads the selection of methodologies and assumptions used in short term and long-range forecasts to reflect changes in business strategies and business intelligence in the competitive environment impacting lines of business.
  • Participates in the development of annual operating expense budgets, capital and strategic business plans.
  • Compiles financial information, conducts sophisticated analysis as needed, and presents findings and business implications to senior leadership.
  • No direct reports but will be expected to provide guidance to less experienced team members as needed.
  • May lead projects and/or analyses. Impact of work is felt beyond immediate team and contributes to the achievement of functional goals.

A successful candidate should ideally have these qualifications:
  • Bachelor's degree in finance, accounting, or business or equivalent combination of education and work experience required.
  • MBA or CFA preferred.
  • 7-10 years of total work experience preferred.
  • Experience in budgeting, forecasting, & financial modeling required.
  • Experience in financial planning and analysis preferred.

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