Director, Financial Planning & Analysis Manager

Director, Financial Planning & Analysis Manager

Apply for the Director, Financial Planning & Analysis Manager role at BNY.

BNY is a leading global financial services company that harnesses cutting‑edge AI and breakthrough technologies to drive transformative solutions. Our culture empowers employees’ growth and success, and we influence nearly 20% of the world’s investible assets.

The Director of Pricing & Client Analytics leads all aspects of client pricing, repricing, and profitability analysis to optimize revenue and support strategic negotiations. This role reports to the CFO of Pershing and is located in Jersey City.

• Lead and develop the Pricing & Client Analytics team, setting standards for pricing governance, repricing, and profitability analysis
• Oversee end‑to‑end pricing processes for new and existing clients, ensuring accuracy, compliance, and alignment with strategic objectives
• Partner with Sales, Finance, and Client Executives to design and implement dynamic pricing models that maximize margin, retention, and client value
• Conduct in‑depth, client and segment‑specific profitability analyses to support deal structuring and executive decision‑making
• Develop and maintain pricing tools and dashboards (e.g., Power BI, Tableau) to drive insights that directly influence Budget and Forecast
• Monitor market trends, industry benchmarks, and competitor pricing to identify opportunities for differentiation
• Coordinate cross‑functional stakeholders to ensure cohesive pricing strategies and efficient escalation paths for complex requests
• Establish and enforce governance frameworks, policies, and controls to maintain the integrity of strategic pricing recommendations

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field; MBA or advanced degree preferred
• 10+ years of experience in pricing strategy, client analytics, or revenue management within financial services or professional services
• Proven leadership experience with a track record of building and coaching analytic teams
• Advanced financial modeling skills and proficiency in Excel; hands‑on experience with SQL, Python, R, Tableau, or Power BI
• Strong understanding of financial services business drivers, client profitability levers, and pricing methodologies
• Demonstrated track record developing pricing models, managing large data sets and translating insights into revenue‑driving actions

• MBA or Master’s degree with emphasis on quantitative analysis, pricing, or strategic management
• Experience in wealth management, custody, or brokerage pricing
• Demonstrated success implementing pricing governance frameworks and leading change initiatives

• Strategic Thinker:
  Frames complex challenges and develops innovative, data‑backed solutions
• Client Obsessed:
  Deeply committed to understanding client needs and driving superior outcomes
• Data‑Driven:
  Leverages quantitative methods and analytics to guide decisions
• Collaborative Leader:
  Builds strong partnerships across finance, sales, and client teams
• Effective Communicator:
  Translates complex analyses into clear insights for diverse audiences
• Execution Excellence:
  Manages projects with rigor, timeliness, and focus on continuous improvement
• Adaptable & Resilient:
  Thrives in dynamic environments and navigates ambiguity with confidence
• High analytical and detail‑oriented, yet able to stay curious and innovate

• Be More for Our Clients:
  Deliver tailored pricing strategies and analytics that enhance client value
• Run Our Company Better:
  Improve operational efficiency through automation, governance, and process enhancements
• Power Our Culture:
  Foster collaboration, curiosity, and shared success within the analytics community

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, focusing on health, personal resilience, and financial goals. Generous paid leave,…