Senior Vice President, Financial Planning & Analysis Manager
- Location
- Pune, India
- Employment
- Full Time
- Work model
- On-Site
- Level
- Staff
- Posted
Skills
About this role
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),