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Senior Associate, Business Planning and Analysis

BNY

Orlando, FL
Full Time
Mid Level
29 days ago

Job Description

About the Role

Senior Associate, Business Planning and Analysis At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We're seeking a future team member for the role of Senior Associate, Business Planning and Analysis to join our CAO/Business Excellence team. This role is located in Lake Mary - HYBRID.

Key Responsibilities

  • Coordinates clear, succinct responses to client due diligence questionnaires (DDQs) working in partnership with experts across the business.
  • Manages proposal and DDQ responses end-to-end, working in both independently and in a team environment.
  • Operating as Billing liaison within Clearance & Collateral Management via invoice calculations, reporting, service code generation, and audits.
  • Effective communication to senior management on complex topics and the Treasury Market impacts, relaying the actionable information effectively to client facing, operations, and administration teams.
  • Identifying, designing, and implementing internal process improvements including re-designing infrastructure for greater scalability, optimizing data delivery, and automating manual processes.
  • Conduct analyses and reporting in support of general business operations, special projects/initiatives and/or strategic/operational planning activities.

Requirements

  • Bachelor's Degree in Finance/FinTech or related discipline, or equivalent combination of education and work experience.
  • 2-5 years relevant experience.
  • Preferred experience working in administration management setting including various disciplines such as Finance, Human Resources, and Marketing.
  • Preferred platform experience in Microsoft SharePoint, Microsoft Office (Excel, Word, etc.), or Microsoft Power Platform.

Nice to Have

  • Experience working in administration management setting including disciplines such as Finance, Human Resources, and Marketing.
  • Platform experience in Microsoft SharePoint, Microsoft Office (Excel, Word, etc.), or Microsoft Power Platform.

Qualifications

  • Bachelor's Degree in Finance/FinTech or related discipline, or equivalent combination of education and work experience.

Benefits & Perks

  • Highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
  • Access to flexible global resources and tools for your life's journey.
  • Focus on health, personal resilience, and reaching financial goals.
  • Generous paid leaves, including paid volunteer time.

Working at BNY

At BNY, our culture speaks for itself. We have been recognized as America's Most Innovative Companies, World's Most Admired Companies, and for our commitment to diversity, inclusion, and sustainability. We are an Equal Employment Opportunity/Affirmative Action Employer, supporting underrepresented racial and ethnic groups, females, individuals with disabilities, and protected veterans.

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Job Details

Posted AtJun 28, 2025
SalaryCompetitive salary
Job TypeFull Time
Work ModeHybrid
ExperienceMid Level

Job Skills

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About BNY

Website

bny.com

Company Size

10000+ employees

Location

Orlando, FL

Industry

Investment Banking and Securities Intermediation

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