Director, Business Planning and Analysis
Listed on 2026-07-10
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Finance & Banking
Financial Manager, Corporate Finance, Financial Compliance, Risk Manager/Analyst -
Management
Financial Manager, Risk Manager/Analyst
Director, Business Planning and Analysis
BNY
Posted Feb 16
Full-time
New York
Master (>10 yrs)
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.
We’re seeking a future team member for the role of Director, Financial Planning & Analysis to join our team in New York.
BNY’s Corporate Staff Finance & Business Management organization serves as the primary interface between Finance and Risk & Compliance, acting as a strategic partner. The team drives financial discipline, workforce optimization, and operational excellence to support clients and stakeholders.
- Financial and Headcount Management:
Oversee financial planning and workforce management with precision, ensuring accurate expense tracking and strategic budget allocation aligned with organizational goals. - Management Reporting:
Deliver comprehensive reports that inform and guide executive decision‑making. - Adhoc Projects and Support:
Provide specialized support and manage a variety of projects that address specific organizational needs.
In this role, you will help run our company better by blending rigorous financial stewardship with a spirit of innovation and collaboration, ensuring that every analysis, recommendation and project advances BNY’s mission and exemplifies our commitment to excellence.
In this role, you’ll make an impact in the following ways:
- Contribute to the strategic direction of your line of business and, where necessary, partner with peers to support cross‑organizational initiatives.
Financial Management
- Provide end‑to‑end ownership of financial processes, driving accuracy and accountability across monthly close and forecasting, hierarchy governance, and key calendar communications.
- Lead Management Business Review and other Internal Business Review production.
- Deliver proactive insights into expense risks and opportunities to enable informed decision‑making and optimize financial performance.
- Collaborate with Finance and People leadership to design and align the annual operating plan, ensuring integration of financial priorities with organizational objectives.
- Deliver measurable efficiency gains and expense optimization across the organization by executing cost‑control initiatives, performing rigorous analysis, and translating insights into decisive actions that improve financial performance.
Business Management
- Lead the organization’s headcount planning, ensuring monthly forecasts are accurate and up to date.
- Oversee the requisition and approval process for new hires, and strategically manage talent redeployment as needed.
- Develop and execute process enhancements to effectively monitor headcount savings and operational efficiencies.
- Formulate and implement a location strategy that encompasses both the migration of functions and the integration of next‑generation workplace planning.
- Monitor the intake of interns and campus analysts, incorporating them into the comprehensive workforce plan for the current and subsequent years.
- Conduct regular reviews of job family taxonomy to maintain consistency and alignment with leadership team directives.
- Lead the development and execution of technical strategies for workforce analytics and reporting, supporting the Corporate Staff functions.
Adhoc Projects And Support
- Actively engage in projects as allocated by Finance or Risk and Compliance leadership. May serve as a project lead, enlisting support from more junior staff or peers.
- Develop efficient and automated solutions in the areas of responsibilities set out above.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree in finance, accounting, or business, or equivalent combination of education and work experience.
- Experience as a CFO with Business Management and financial planning & analysis.
- A background in risk and compliance would be highly beneficial…
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