Associate, Financial Planning & Analysis Representative I

Associate, Financial Planning & 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 Associate, Financial Planning & Analysis to join our Insight Investment, technology team. This role is located in Chennai, TN – HYBRID.

In this role, you’ll make an impact in the following ways:

• Finance Admin receiving purchase order requests, challenging where necessary and ensuring relevant approvals are obtained.
• Finance Admin processing of invoices, matching to purchase orders and applying accurate coding information to form the foundations of the department’s finances.
• Finance Admin reconciling general ledger transactions to ensure coding has been applied correctly by Accounts Payable
• Budget Support – maintaining and updating aspects of the budget based on knowledge gained from Finance Admin duties
• Overtime and Standby Reporting – analysis of overtime and standby costs, reporting on variances and obtaining signoff. Sending outcomes to HR on a timely basis to facilitate payments
• Reconciliations – perform regular reconciliations of system data (Anaplan vs Innate) to support accurate time and cost reporting
• Monthly process – work with others in Technology to ensure accurate capture of headcount and external costs, with appropriate transactions, accruals and prepayments
• Annual process – support the Technology Finance Analyst in analysing and validating the annual budget as it is compiled, gathering data from across Technology to challenge output
• Regular financial reporting – ensure accurate information is available in a timely manner to support the reporting to Technology senior management
• Anaplan – support the Technology Finance Analyst with maintaining headcount and external spend forecast data
• Cost management – be inquisitive and ready to challenge when things don’t look right, to ensure costs are controlled and managed appropriately
• Vendor management – assist with financial and other elements of vendor engagement processes
• Collaborate across Technology, Finance and HR to continuously improve the financial processes for timeliness, accuracy, and efficiency
• Be ready to respond to adhoc requests and adapt as the needs of the department change

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

• Demonstrable understanding of accounting concepts – accruals, prepayments
• Financial Services background preferable
• Strong competence with Microsoft tools, e.g. Excel (VLOOKUPs, Pivot Tables, SUMIFs)
• Experience of Anaplan or similar an advantage
• Presentation skills – clear, concise and confident presenter of financial information with a high attention to detail
• Discrete with confidential/sensitive information
• Interest in understanding business and strategic context for financial decisions
• Continuous improvement mindset
• Proactive, enthusiastic with a willingness to learn

At BNY, our culture speaks for itself. Here’s a few of our awards:

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.