Full-Time

Vice President, Financial Planning & Analysis

BNY

BNY

Global asset management and financial advisory

Compensation Overview

$83k - $159k/yr

+ Commission + Discretionary Bonuses + Short-term Incentives + Long-term Incentives

New York, NY, USA

In Person

On-site role based in New York, NY.

Bachelor's, MBA

Category
Finance & Banking
Required Skills
Forecasting
Financial analysis
Data Analysis

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Requirements
  • Bachelor’s degree in Finance, Accounting, Business Administration, or a related field, or the equivalent combination of education and experience, is required.
  • MBA or professional certification (e.g., CFA, CPA) preferred.
  • 5-10 years of relevant experience in financial planning and analysis, finance business partnering, or related roles.
  • Strong financial analysis, forecasting, and modeling capabilities.
  • Experience supporting budgeting, forecasting, and workforce planning activities.
  • Ability to partner effectively with business leaders and cross-functional stakeholders.
  • Strong communication and presentation skills, with the ability to translate financial data into clear business insights.
  • Proficiency in financial systems and reporting tools, with a focus on process improvement and operational efficiency
Responsibilities
  • Provide dedicated FP&A support to the Fund and Investor Solutions Engineering groups.
  • Partner with COO teams to support workforce strategy, including headcount planning, resource allocation, and related financial analysis.
  • Lead the annual budget process and ongoing forecast cycles for supported groups, ensuring alignment with business priorities and strategic objectives.
  • Develop and maintain financial models, performance reporting, and analytics to support planning and decision-making.
  • Deliver actionable insights to Engineering leaders and senior management to help drive business performance and resource optimization.
  • Monitor actual results against budget and forecast, identify key variances, and recommend opportunities to improve financial outcomes.
  • Collaborate across Finance and business teams to support strategic initiatives and ensure financial plans reflect evolving business needs.
  • Contribute to the enhancement of financial processes, reporting, and tools to improve efficiency, accuracy, and transparency

BNY Wealth provides asset management services to individuals, corporations, and institutions around the world, helping clients manage and optimize their financial lifecycles. It earns revenue from asset management fees, financial advisory services, and transaction-based income. The firm covers a broad range of asset classes and uses an approach that considers global and domestic economic factors such as inflation and growth to identify investment opportunities. The company combines portfolio management, advisory support, and transaction services through a large, multinational workforce, emphasizing long-term client relationships and community impact. Its differentiators include its global reach, scale, diversified revenue streams, and a stated commitment to inclusion, sustainability, and innovation. The goal is to help clients grow and protect wealth over time by finding suitable opportunities across markets while focusing on responsible, client-centered service.

Company Size

N/A

Company Stage

Post IPO Equity

Headquarters

New York City, New York

Founded

1784

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Simplify Jobs

Simplify's Take

What believers are saying

  • BNY lifted 2026 revenue guidance after record Q2 2026 results.
  • Ripple chose BNY as custodian for RLUSD reserves, validating institutional trust.
  • Galaxy partnership adds staking to BNY custody, deepening wallet-stickiness and fee capture.

What critics are saying

  • BNY will close Cork through 2027, with about 200 jobs at risk.
  • BNY’s Liverpool and Poole shutdowns signal continuing branch consolidation and talent loss.
  • Digital-asset custody faces regulatory gating; a stalled staking launch delays revenue expansion.

What makes BNY unique

  • BNY oversees $62.6 trillion AUC/A and $2.2 trillion AUM on June 30, 2026.
  • BNY remains the first U.S. G-SIB offering digital asset custody in Abu Dhabi.
  • BNY’s buy-side trading platform reached 100 global markets across major asset classes.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Remote Work Options

Unlimited Paid Time Off

Company News

Bournemouth Echo
Sep 21st, 2025
Bank of New York to close Poole office, affecting 200 jobs

Bank of New York to close Poole office, affecting 200 jobs.

Cork's 96FM
Sep 16th, 2025
US finance house to close Cork office

The American financial services firm BNY Mellon, which employs over 1,000 people in Ireland, is to close its office in Cork.

PR Newswire
Sep 3rd, 2025
BNY Announces Pricing of Public Offering of $500,000,000 of Depositary Shares Representing Interests in Preferred Stock

/PRNewswire/ -- The Bank of New York Mellon Corporation ("BNY") (NYSE: BK), a global financial services company, today announced that it priced an underwritten...

Funds Global Asia
Aug 26th, 2025
AllianceBernstein names CEO and country head for India

AllianceBernstein has appointed Pawan Panjwani as chief executive officer and country head of India, effective immediately.

CoinGape
Jul 9th, 2025
Ripple Taps $2 Trillion AUM BNY Mellon for Custody of RLUSD Reserves

Ripple has partnered with BNY Mellon, a global financial institution managing over $2 trillion in assets, to serve as the primary custodian for RLUSD reserves.