Senior Vice President, Financial Planning & Analysis Manager
BNY · Pune, India · 1d ago
Senior Vice President, Financial Planning & Analysis Manager – India Lead, CTF & BSRA
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Senior Vice President, Financial Planning & Analysis Manager to join our Corporate Treasury Finance (CTF) & Balance Sheet Reporting & Analytics (BSRA) team within Finance. This role is located in Pune, India.
In this role, you’ll make an impact in the following ways:
- Functional leadership: Lead Corporate Treasury Finance (CTF) and Balance Sheet Reporting & Analytics (BSRA) from India, with full accountability for the quality, timeliness, control and continuous improvement of all deliverables.
- Plan & forecast: Own the end-to-end Balance Sheet and Net Interest Income (NII) plan and forecast process (plan rounds, rest-of-year and multi-year outlooks) for supported Lines of Business, ensuring a consistent methodology and timely submission into planning systems.
- Deposit forecast governance: Lead the deposit forecast and challenger process with Treasury Finance, GLS and LOB CFOs – framing assumptions, sensitivities, beta/pricing expectations and decision asks.
- NII & balance sheet narrative: Own the NII and balance sheet story for senior management, explaining drivers of variance versus plan, forecast and prior periods (rate, volume and mix) along with forward-looking risks and opportunities.
- Subject-matter expertise: Provide leadership on Funds Transfer Pricing (FTP), liquidity metrics (LCR and liquidity stress testing), interest-bearing and non-interest-bearing balance dynamics, and assess the impact of central bank rate changes, client flows and product/currency mix on deposits and NII.
- Reporting & analytics: Oversee daily, weekly, month-end and quarterly reporting – including month-to-date NII estimates, earnings support, management memos and client-, LOB- and firm-level analytics such as deposit pricing cohorts, client movers and beta analysis.
- Stakeholder partnership: Serve as trusted advisor and senior point of contact for Corporate Treasury, CIO, Treasury Finance, LOB CFOs, GLS, Interest Rate Risk, International Treasury, Controllers and Technology; represent India in senior forums and build durable partnerships through clear service models, SLAs and governance cadences.
- Scope expansion: Identify and lead the transition of new LOBs, platforms and processes into the India hub, partnering with Finance Data Strategy, Technology and other Centers of Excellence on firm-wide initiatives.
- Transformation & AI: Drive process simplification, report rationalization and adoption of Power BI, self-serve dashboards, automation and AI agents, tracking measurable efficiency gains aligned to Finance objectives.
To be successful in this role, we’re seeking the following:
- Education: Master’s degree in a financial discipline such as accounting, finance, economics or statistics, or local country equivalent, is required; MBA preferred. Professional qualifications such as CA, CFA, FRM or CPA are a strong advantage.
- Experience: 15+ years of progressive experience in finance, FP&A, treasury finance or balance sheet management within banking or financial services.
- Domain expertise: Strong knowledge of Asset and Liability Management (ALM), deposits, NII, FTP, liquidity (LCR/LST), interest rate risk and the bank balance sheet, with a sound understanding of financial controls and governance.
- Global operating model: Proven track record of building and scaling India-based Centers of Excellence that partner with US/EMEA senior leadership; ability to influence senior stakeholders and translate complex technical-financial topics into clear business narratives.
- Communication & tools: Excellent written, verbal and executive presentation skills; advanced MS Office; proficiency with enterprise planning, reporting and ERP tools (e.g., Planning Analytics/TM1, Cognos, HFM, Oracle) and Power BI – exposure to Python/SQL, automation and AI tools is a plus.
- People leadership: 7+ years leading multi-layered teams (VPs, AVPs, Specialists and Analysts), with demonstrated strength in organization design, workforce and succession planning, coaching and performance management, and in building an inclusive, high-performance culture.
At BNY, our culture speaks for itself, check out the latest BNY news at:
Here’s a few of our recent awards:
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
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.