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Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #Life AtBNY is all about. Join us and be part of something extraordinary.

The Principal Financial Planning Analyst role is essential for ensuring the financial health and strategic direction of the Global Payments & Trade business line. As the financial landscape becomes increasingly complex and competitive, having a dedicated expert to drive financial analysis, process improvements, and robust controls is critical for informed decision-making and sustainable growth. This position enables the business to anticipate financial challenges and capitalise on opportunities by providing accurate forecasting, data-driven insights, and comprehensive business partnering. Ultimately, the role supports senior leadership in executing strategic initiatives and maintaining a competitive edge in the market.

BNY is seeking to hire a dynamic, self-motivated Principal Financial Planning Analyst to support the Global Payments & Trade business line. The role provides support to the business and is critical for driving analysis, process improvement, financial analysis and controls, in addition delivering on strategic initiatives. The individual will identify the financial strategy needs, and partner with the business to ensure needs are met.

We’re seeking a future team member for the role of Senior Vice President, to join our Business Planning and Analysis team. This role is located in New York.

In this role, you’ll make an impact in the following ways:

• Serve as the Finance Business Partner for three Product business heads.

• Perform complex analyses—both historical and predictive—to support a range of finance processes. This includes period close activities, evaluating forecasted revenue and expenses against actual results, and delivering metrics and scorecard reports. Identify trends and present findings to finance leadership or other relevant business stakeholders.

• Lead the selection of methodologies and key assumptions in preparing short-term and long-range forecasts, ensuring these reflect shifts in business strategy and competitive intelligence impacting different business lines.

• Participate in developing annual operating, capital, and strategic plans. Gather and analyze financial information, conduct sophisticated evaluations when necessary, and communicate findings and implications to senior leaders.

• Analyze the financial impact of new products and initiatives within Product Groups.

• Conduct advanced trend analysis on financial data and operational performance concerning highly complex topics.

• Contribute to the advancement of the finance team's strategic objectives

• Develop and implement process improvements leveraging automation and AI to enhance team efficiency and service standards.

• Attend governance meetings and forums as required.

• Build effective relationships across all Finance and relevant functional teams.

• Oversee the MAQ management unit hierarchy for the Product Group

Take part in ad hoc projects as needed.

To be successful in this role, we’re seeking the following:

Bachelor's degree in finance, accounting, or business or the equivalent combination of education and experience.

Accounting Body qualified:

• 10-12 years of total work experience preferred; experience in financial planning and analysis preferred

• Exceptional verbal and written communication skills

• Good judgement, maturity and poise to enable interaction/influencing of senior management

• Thoughtful analytical skills; able to develop, clearly present and draw conclusions

• Self-starter; ability to prioritize, multi-task and meet deadlines

• Disciplined approach to managing processes and controls

• Energetic, self-motivated and effective under pressure

• Strong analytical and data manipulation skills; proficient in Microsoft Office – Excel, PowerPoint , Power Bi (bonus)
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• America’s Most Innovative Companies, Fortune, 2025

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• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

• BNY is an Equal Employment Opportunity/Affirmative Action Employer

• Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

  BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $102,000 and $196,250 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.

  This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.