BNY Wealth Newport Beach CA

Specialist, Financial Planning & Analysis

Full-time · Pittsburgh, PA
✓ Verified live on the employer's own system · added 86 days ago
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Mid-level · 3+ yrs exp

Requirements

Education: Bachelor's degree or related field

Experience: 3+ years

Skills & tools

Financial AnalysisCost AnalysisFinancial CloseFinancial Close ProcessManagementTeam LeadershipAccountingCommunications
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Full job description

We are seeking a Specialist to join the GIW Business Finance team in Pittsburgh.

In this role, you’ll make an impact by:

  • Supporting financial analysis and reporting for the Investments & Wealth business
  • Contributing to key Finance processes, including period close, forecasting, planning, and management reporting
  • Analyzing key financial metrics, including AUM, revenue, expenses, and organic growth, to generate meaningful insights for business and Finance leadership
  • Collaborating with cross-functional stakeholders to gather inputs and support short- and long-term priorities, planning efforts, and projects
  • Demonstrating a process owner mindset by proactively improving workflows and strengthening reporting processes

To be successful in this role, we’re seeking the following:

  • Bachelor’s degree in finance, accounting, business, or a related field, or the equivalent combination of education and experience
  • 1–3 years of relevant work experience preferred
  • Strong written and verbal communication skills, with a proactive approach to stakeholder communication and follow-through

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This posting was published by BNY Wealth Newport Beach CA on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.