Specialist, Financial Planning & Analysis

Job Description

Position Summary

Client Product and Profitability (CPP) Operations is a team within FM&A Finance and is responsible for establishing and maintaining the “CPP Utility” which includes a data warehouse and reporting facility that generates monthly client and product revenue and profitability analytics through the use of an activity-based cost model or “the model”. The Senior Data Analyst is responsible for the collection, input quality and scheduling of all required data and create an integrated data layer for the enterprise wide profitability model. S/he will be responsible to source data from the individual CPP LOB models and integrate it for final output to user dashboards. This role interfaces and coordinates with the rest of the CPP operations team, the Shared Services technology group, and the different data owners. The role also performs Data quality checks and strategies on how to gather and use the data effectively.

Business Expertise

The Senior Data Analyst must have an in-depth understanding of the various tools utilized in CPP, especially Oracle, Informatica, and SQL Developer. S/he must develop an in-depth understanding of how CPP data relates to each other for the underlying areas for revenue, expense and volumes. S/he must understand how the information CPP produces is derived or sourced; and the drivers that can impact or cause the data to change. The Data Analyst must have advanced technical and analytical skills to carry out her/his work in supporting CPP users. S/he must be capable of independently performing complex data analysis to ensure existing data is accurate as well as to help develop new data sources as needed and provide guidance and thought leadership to fellow team members. S/he must possess strong organizational skills to manage the prioritization of her/his workload and support the ability of the team to meet their overall commitments. The Senior Data Analyst must execute her/his work in a timely, effective, and “fit for business purpose” manner, and demonstrate a commitment to excellence.

Technical Skills, Knowledge, Systems Knowledge

• Strong knowledge of SQL
• Data ETL
• Data Analysis
• Strong communication and interpersonal skills
• Project Management

Educational Qualifications and Experience

• Bachelor’s degree or the equivalent combination of education and experience is required.
• Degree in math, engineering, statistics, computational finance or economics preferred.
• Work toward or completion of MBA, CFA, or CPA/CA preferred.
• Five to seven years of total work experience preferred.

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

Finance helps our internal clients outperform over time. At BNY Mellon, Finance serves our internal clients by providing world-class accounting operations and control and decision support while instituting world-class change management. Global Procurement is responsible for establishing the programs to acquire products and services for BNY Mellon by employing deep category knowledge and commodity expertise, coupled with an understanding of the needs of our businesses and business partner groups. The Corporate Treasury group is responsible for managing the investment portfolios and the liquidity and capital positions of the various subsidiary banks and of BNY Mellon.

BNY Mellon is an Equal Employment Opportunity Employer.

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