Director, Business Planning and Analysis

Director, Business Planning and Analysis

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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 all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Director, Financial Planning & Analysis to join our team. This role is located in New York. BNY’s Corporate Staff Finance & Business Management organization serves as the primary interface between Finance and Risk & Compliance, acting as a strategic partner. The team drives financial discipline, workforce optimization, and operational excellence to support clients and stakeholders.

• Financial and Headcount Management:
  Oversee financial planning and workforce management with precision, ensuring accurate expense tracking and strategic budget allocation aligned with organizational goals.
• Management Reporting:
  Deliver comprehensive reports that inform and guide executive decision‑making.
• Adhoc Projects and Support:
  Provide specialized support and manage a variety of projects that address specific organizational needs.

• Provide end‑to‑end ownership of financial processes, driving accuracy and accountability across monthly close and forecasting, hierarchy governance, and key calendar communications.
• Lead Management Business Review and other Internal Business Review production.
• Deliver proactive insights into expense risks and opportunities to enable informed decision‑making and optimize financial performance.
• Collaborate with Finance and People leadership to design and align the annual operating plan, ensuring integration of financial priorities with organizational objectives.
• Deliver measurable efficiency gains and expense optimization across the organization by executing cost‑control initiatives, performing rigorous analysis, and translating insights into decisive actions that improve financial performance.

• Lead the organization’s headcount planning, ensuring monthly forecasts are accurate and up to date.
• Oversee the requisition and approval process for new hires, and strategically manage talent redeployment as needed.
• Develop and execute process enhancements to effectively monitor headcount savings and operational efficiencies.
• Formulate and implement a location strategy that encompasses both the migration of functions and the integration of next‑generation workplace planning.
• Monitor the intake of interns and campus analysts, incorporating them into the comprehensive workforce plan for the current and subsequent years.
• Conduct regular reviews of job family taxonomy to maintain consistency and alignment with leadership team directives.
• Lead the development and execution of technical strategies for workforce analytics and reporting, supporting the Corporate Staff functions.

• Actively engage in projects as allocated by either Finance or Risk and Compliance leadership. May serve as project lead, enlisting support from more junior staff or peers.
• Development of efficient and automated solutions in the areas of responsibilities set out above.

• Bachelor’s degree in finance, accounting, or business or equivalent combination of education and work experience required.
• Experience as a CFO with Business Management and financial planning & analysis required.
• A background in risk and compliance would be highly beneficial to align financial strategies with Risk & Compliance priorities.
• Prior success building, coaching and scaling small finance/business‑management teams in a matrixed…