Senior Associate, Financial Planning

2 weeks ago

New York, New York, United States The Bank of New York Mellon Full time
Senior Associate, Financial Planning & Analysis

Bring your ideas. Make history.

BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology.

We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration.

Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.


With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn.

Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself.

This is what #LifeAtBNYMellon is all about.


We're seeking a future team member for the role of Senior Associate, Business Planning & Analysis to join our Finance team.

This role is located in Pittsburgh, PA or New York, NY-HYBRID.

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.
  • No direct reports, provides guidance to less experienced team members as needed.
  • Primarily responsible for the accuracy and quality of own work.
  • Work contributes to the achievement of team goals.
  • Modified based upon local regulations/requirements.
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.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work.

We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

At BNY Mellon, our inclusive culture speaks for itself.

Here's a few of our awards:

  • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
  • Bloomberg's Gender Equality Index (GEI)
  • Best Places to Work for Disability Inclusion, Disability: IN - 100% score
  • 100 Best Workplaces for Innovators, Fast Company
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • CDP's Climate Change 'A List'

Our Benefits:


BNY Mellon 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 that can support you and your family through moments that matter.

BNY Mellon assesses market data to ensure a competitive compensation package for our employees.

The base salary for this position is expected to be between $68,000 and $120,000 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 BNYM 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.

BNY Mellon assesses market data to ensure a competitive compensation package for our employees.

The base salary for this position is expected to be between $56,000 and $98,000 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 BNYM 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.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work.

We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

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