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BNY Mellon
BNY Mellon

Leading company in the financial services industry

Senior Specialist, Financial Planning & Analysis

职能财务/会计
级别资深
地点New York, NY, United States
方式现场办公
类型全职
发布1个月前
立即申请

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.

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.

We’re seeking a future team member for the role of Senior Specialist to join our Financial Planning & Analysis team. This role is located in New York.

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

  • Assists in the delivery of financial analytics and reporting in support of assigned line of business, corporate function, or region.

  • Performs relatively straightforward analyses to support end to end processes within Finance including the support for the period close, analyses of performance such as forecasted period revenue and expenses against actual results, and metrics and scorecard reporting.

  • Assists in identifying financial trends.

  • Compiles and updates short term and long range forecasts using multiple inputs and assumptions to reflect changes in business strategies and business intelligence in the competitive environment impacting lines of business.

  • Provides trend analysis on financial data and operating performance. Interprets and summarizes findings.

  • Compiles financial information and conducts analysis for input into a variety of periodic financial reports.

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

  • 3-5 years of total work experience preferred,, experience in financial planning and analysis preferred.

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

  • 3-5 years of total work experience preferred,, experience in financial planning and analysis preferred.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here’s a few of our recent awards:

  • America’s Most Innovative Companies, Fortune, 2025

  • World’s Most Admired Companies, Fortune 2025

“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 $58,000 and $110,000 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.

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关于BNY Mellon

BNY Mellon

BNY Mellon is a global investment company and one of the world's oldest banks, providing investment management and investment services to institutions, corporations and high-net-worth individuals. The company serves as a custodian for assets and provides treasury services, fund administration and other financial services.

10,001+

员工数

New York City

总部位置

$40B

企业估值

评价

10条评价

3.7

10条评价

工作生活平衡

4.2

薪酬

2.8

企业文化

4.0

职业发展

2.5

管理层

3.2

65%

推荐率

优点

Good work-life balance

Supportive management and culture

Excellent benefits and retirement plans

缺点

Compensation not competitive

Limited career growth opportunities

Management issues and disorganization

薪资范围

28个数据点

Junior/L3

L2

L6

Mid/L4

Senior/L5

Staff/L6

VP

L3

L4

L5

Junior/L3 · PORTFOLIO ANALYST

1份报告

$69,000

年薪总额

基本工资

$60,000

股票

-

奖金

-

$69,000

$69,000

面试评价

8条评价

难度

3.0

/ 5

时长

21-35周

体验

正面 0%

中性 75%

负面 25%

面试流程

1

Application Review

2

Online Assessment/Technical Screen

3

HR/Recruiter Screen

4

Technical Interview

5

Behavioral Interview

6

Final Round/Superday

常见问题

Technical Knowledge

Coding/Algorithm

Behavioral/STAR

Past Experience

Culture Fit