Director, Financial Planning & Analysis Manager at BNY
Jersey City, New Jersey, United States -
Full Time


Start Date

Immediate

Expiry Date

12 Feb, 26

Salary

0.0

Posted On

14 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Planning, Analysis, Leadership, Financial Modeling, Excel, SQL, Python, R, Tableau, Power BI, Client Profitability, Pricing Methodologies, Data Analytics, Project Management, Communication, Strategic Thinking

Industry

Financial Services

Description
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 Highly analytical and detail-oriented, yet able to “Stay Curious” and innovate

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Responsibilities
The Director, Financial Planning & Analysis Manager will lead the development of pricing models and manage large data sets to drive revenue. This role requires translating insights into actionable strategies that enhance client profitability and support business growth.
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