Specialist, Financial Planning & Analysis
Pittsburgh, PA, United States

ID: 42201

Job Description
This role will be accountable for the development, implementation and ongoing management of enhanced BNYM enterprise business decision capability for a particular BNYM Sector or large, complex LOB through robust, standard reporting, data, complex analytics, and decision support, enabled by regional and global shared services, PeopleSoft (PS), MAQ, and Cubus. This Principal Financial Planning & Analysis will be the primary relationship and demand management role accountable to work with his/her LOB Analytics Lead peers and/or the Deposit Center of Excellence Management Reporting team in Chennai to develop, implement, and sustain the content criteria for the standard Executive Management Report, and support Business Intelligence (BI) and advanced analytics methods, tools, and delivery support across the globe for his/her assigned Line of Business. This individual will be accountable to refine, implement, and sustain ongoing Decision Support Demand Management, Relationship Management, Request Management, and Workload Management for the assigned line of business. Working closely with the Line of Business CFO(s) and/or the I2M Management Reporting Team, this individual will support the development and ongoing refinement of the workload repository and request management tools. S/he plays an integral role providing period end commentary, insight to business events and unique situations, guiding the delivery of more advanced variance analyses, and the most complex reporting tasks.

This employee works to develop, implement, and sustain the standard EMR, I2M end to end processes, delivering to prioritize demand for the most complex ad hoc reporting, and advanced analytics for their assigned team. This employee will be expected to:

- Develop an understanding of business decision support requirements for their assigned BNYM area of focus

- Develop more advanced reporting and analytics solutions to meet new and emerging decision support needs

- Develop more nuanced and sensitive assessments of operating results, evaluating the outcomes of the KPIs, and providing insight to performance measure and scorecard outcomes in order to guide and support Management to take action to enhance future performance.

As an individual contributor, this role will develop and deliver process documentation, training content, and super user support as requested for special projects and continuous improvement work efforts. S/he will support the day-to-day capture of performance metrics at the functional, team and individual level for their respective assigned team. S/he may participate in rotating assignments within the regional or global service centers, which cross lines of business, legal entities and geographies to gain, over time, a deep understanding of the various BNYM lines of business, and the unique attributes of the legal entity, regulatory, and in-country requirements.

This individual will work closely with his/her Financial Reporting peers to identify common needs across the LOBs, and members of the Data Management COE to source and assure the data required to support the reporting and ad hoc analytics is available to meet the needs of the customer lines of business. The individual in this role works closely with the Chennai Management Reporting team and the LOB management reporting teams to assure the reporting requests are understood, that the business need behind the request is met by the product delivered, and that the resources dedicated to decision support within the global and regional shared services centers, Line of Business, and In-country teams understand how to make best use of the tools, understand the data that is being used, and have properly assessed the results, in order to meet the business need of the requestor.

Finally, the individual in this role will be accountable to stay abreast of the latest analytical methods and tools, the business trends and regulatory requirements impacting their respective lines of business, and the day-to-day events impacting the results of that line of business across the globe through research, participating in LOB CFO calls, Controller calls, interaction with the CFO and in-country finance teams, and ongoing demand management support. This individual will work with his/her LOB Analytics peers to review the ad hoc reporting and analytics requests and the outcomes of past analysis to identify trends and commonalities within and between the various sectors and lines of business to support the refinement of the standard reporting pack over time, and target high value data for additional sourcing, as new needs arise.

Qualifications:

Bachelor’s Degree in a financial discipline such as accounting, finance, statistics, or economics, or equivalent work experience with 5+ years of experience in an accounting or finance organization, finance advisory or consultancy service preferred. Strong written and oral communications skills in English.

Experience in decision support activities, budgeting, strategic planning, forecasting, reporting, and/or advanced analytics and financial modelling
Experience with Corporate Treasury functions, ideally on Net Interest Income forecasting
Understanding of balance sheet management and forecasting
In depth understanding of the end-to-end structure and processes comprising a Finance function
Relationship management experience. Experience in coaching, guiding and mentoring management and staff members in strategic planning and deployment activities
Proven record of improving financial reporting in both accuracy and efficiency
Experience in Business Intelligence tools, ie Cubus, PAfE, Power BI, Tableau, etc
Record of high achievement in career 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.


Reference : Specialist, Financial Planning & Analysis jobs