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BNY

Safeguards and moves assets for investors

Director, Financial Planning & Analysis

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$130k - $250kIn-person

About the Job

Requirements

  • A bachelor's degree in Finance, Accounting, Economics, Business, or a related field is required; an advanced degree and/or MBA is preferred.
  • Significant experience in FP&A, strategic finance, expense management, or related finance roles, preferably supporting technology, engineering, or software organizations.
  • Experience managing or analyzing vendor spend, procurement-related expenses, or software investment portfolios.
  • Strong understanding of budgeting, forecasting, variance analysis, and management reporting.
  • Ability to work across large, complex organizations and influence stakeholders outside direct reporting lines.
  • Experience partnering with functions such as Sourcing, Engineering, IT Asset Management, and broader CFO organizations.
  • Strong analytical skills, including the ability to assess large data sets, identify trends, and solve ambiguous problems.
  • Understanding of data quality challenges and data flows across finance, procurement, and asset management systems.
  • Ability to focus on business outcomes in financial process and tooling decisions.
  • Communication and presentation skills sufficient to tailor messaging for finance and non-finance audiences.
  • Executive presence when engaging senior leadership.

Responsibilities

  • Lead planning, forecasting, and ongoing management of vendor-related expenses for the engineering practice, with a primary focus on third-party software spend.
  • Partner with Engineering leaders to understand demand drivers, software usage trends, investment priorities, and cost implications.
  • Apply a product mindset to financial processes and tooling, identifying opportunities to improve user experience, scalability, transparency, and decision usefulness.
  • Build working relationships with stakeholders across Sourcing, Engineering, IT Asset Management, and CFO teams to align planning assumptions, contract timing, renewal pipelines, and spend governance.
  • Improve end-to-end visibility of software-related spend by analyzing data flows across financial, procurement, asset management, and operational systems.
  • Support vendor governance by helping evaluate renewals, usage trends, contract changes, and financial trade-offs.
  • Drive process improvement initiatives that enhance forecast accuracy, planning discipline, and management insight.
  • Translate complex financial and operational data into clear insights and recommendations for senior leadership.
  • Influence stakeholders across functions to adopt consistent processes, improve accountability, and support enterprise priorities.
  • Contribute to Engineering strategy discussions on productivity and long-term investment management.
  • Improve visibility into third-party software spend across the engineering organization.
  • Strengthen forecast accuracy and planning discipline for vendor expenses.
  • Enhance data integrity and connectivity across finance, sourcing, and asset management workflows.
  • Support more informed decisions on renewals, optimization opportunities, and investment trade-offs.
  • Build stronger cross-functional alignment around software expense governance and management.

Desired Qualifications

  • An advanced degree and/or MBA is preferred.
  • Experience supporting technology, engineering, or software organizations is preferred.
  • Ability to connect financial detail to broader business priorities.
  • Ability to collaborate in matrixed environments.
  • Comfort navigating ambiguity and building structure in evolving processes.
  • Attention to detail balanced with the ability to synthesize key messages quickly.
  • Results orientation focused on ownership, execution, and continuous improvement.

About the Company

BNY

Safeguards and moves assets for investors

BNY safeguards financial assets and runs investment services for institutions, investment firms and wealthy clients around the world. Its custody business keeps clients' securities safe and handles the records and transactions needed to administer investment funds. Banks and brokers use its systems to settle trades, manage collateral and send payments, while its investment and wealth businesses manage portfolios and advise clients. It earns servicing and management fees as well as interest on loans and securities funded by client deposits. BNY traces its roots to the Bank of New York, founded by Alexander Hamilton in 1784, and is headquartered in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1784

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