Specialist, Financial Planning & Analysis

Specialist, Financial Planning & Analysis – Drive Strategic Financial Insights at BNY Mellon

Join the esteemed GIW Business Finance team at BNY Mellon in Pittsburgh, where you’ll play a pivotal role in shaping the financial strategy of one of the world’s leading investment and wealth management firms. As a Specialist in Financial Planning & Analysis (FP&A), you’ll leverage your analytical expertise to deliver actionable insights that empower leadership to make data-driven decisions. This is more than a job—it’s an opportunity to contribute to a global institution that influences nearly 20% of the world’s investible assets while fostering innovation and growth.

In this dynamic role, you’ll collaborate closely with cross-functional teams to refine financial processes, enhance reporting accuracy, and drive operational excellence. Your work will directly impact key financial metrics such as Assets Under Management (AUM), revenue growth, expense optimization, and organic performance indicators. By adopting a process ownership mindset, you’ll identify inefficiencies, streamline workflows, and elevate the quality of financial reporting—ensuring transparency and alignment with strategic objectives.

Key Responsibilities

Your impact will be measured through:

• Financial Analysis & Reporting: Lead the preparation of comprehensive financial analyses, including period-end closures, forecasting models, and long-term planning scenarios, to support both business and finance leadership.
• Strategic Insight Generation: Dissect critical financial data—such as AUM trends, revenue streams, and expense structures—to derive meaningful insights that inform high-stakes decision-making.
• Cross-Functional Collaboration: Partner with stakeholders across departments to gather actionable inputs, align on priorities, and execute projects that advance short-term operational goals and long-term strategic initiatives.
• Process Optimization: Champion continuous improvement by identifying gaps in current workflows, proposing innovative solutions, and implementing scalable reporting frameworks.
• Stakeholder Engagement: Communicate complex financial information clearly and persuasively, fostering trust and collaboration with leadership, peers, and external partners.

Why This Role Matters

At BNY Mellon, we don’t just manage assets—we shape the future of finance. As a Specialist in FP&A, you’ll be at the forefront of a company recognized for its innovation, integrity, and global influence. Your contributions will directly support the firm’s mission to deliver transformative solutions that redefine industries and uplift communities worldwide. Whether you’re refining forecasting models, enhancing financial transparency, or collaborating on high-impact projects, your work will have a tangible, organization-wide impact.

What You’ll Bring to the Team

We’re seeking a detail-oriented, proactive professional with:

• A Bachelor’s degree in finance, accounting, business administration, or a related discipline (or equivalent experience).
• 1–3 years of relevant experience in financial planning, analysis, reporting, or a closely related field, demonstrating a strong foundation in financial modeling, variance analysis, and strategic forecasting.
• Analytical rigor and problem-solving skills to interpret financial data, identify trends, and recommend data-backed solutions.
• Exceptional communication skills, both written and verbal, with the ability to translate financial complexities into clear, actionable narratives for diverse audiences.
• A process-driven mindset, with a passion for optimizing workflows and driving operational efficiency.
• Proficiency in financial software (e.g., SAP, Power BI, Excel) and a willingness to adapt to emerging technologies.

Join a Culture of Excellence and Innovation

BNY Mellon is more than an employer—it’s a catalyst for career growth and impact. Our culture is built on collaboration, innovation, and a commitment to excellence, as reflected in our recent accolades, including:

• Fortune’s America’s Most Innovative Companies (2025) and World’s Most Admired Companies (2025).
• Just Capital’s “Most Just Companies” recognition (2025), underscoring our dedication to ethical leadership.

We offer a competitive compensation package, including a base salary commensurate with market standards, along with a comprehensive benefits program designed to support your well-being and ambitions. Enjoy:

• Flexible global resources tailored to your professional and personal needs.
• Generous paid leave policies, including paid volunteer time, to support work-life balance and community engagement.
• Access to cutting-edge tools and AI-driven technologies that empower you to deliver exceptional results.
• Career development opportunities rooted in our pay-for-performance philosophy, ensuring your growth aligns with your aspirations.

At BNY Mellon, we believe in the power of diversity to drive innovation. We are an Equal Employment Opportunity/Affirmative Action Employer committed to fostering an inclusive environment for underrepresented groups, individuals with disabilities, protected veterans, and all talent. Together, we’re not just building a career—we’re building the future of finance.

Ready to make an impact where it matters most? Apply today and be part of a legacy of excellence.