Director, Financial Planning & Analysis

Posted 10 Days Ago
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New York, NY, USA
In-Office
Expert/Leader
Fintech • Financial Services
The Role
Leads engineering FP&A for third-party software and vendor expenses, including budgeting, forecasting, variance analysis, spend governance, renewals, and financial reporting. Partners with Engineering, Sourcing, IT Asset Management, and CFO teams to improve data visibility, forecast accuracy, process scalability, and investment decisions. Translates complex financial and operational data into executive insights while driving cross-functional alignment and continuous improvement.
Summary Generated by Built In

The Director, Engineering FP&A – Third-Party Software & Vendor Expense Management will lead financial planning, forecasting, and management of vendor expenses across the engineering practice, with a particular emphasis on third-party software. This role will serve as a strategic partner across Engineering, Sourcing, IT Asset Management, and CFO teams to improve financial transparency, optimize spend, and strengthen decision-making.

The ideal candidate combines a strong FP&A foundation with a product mindset to navigate complex data, processes, and cross-functional operating models.


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

•            Lead planning, forecasting, and ongoing management of vendor-related expenses for the engineering practice, with a primary focus on third-party software spend.

•            Partner with Engineering leaders to understand demand drivers, software usage trends, investment priorities, and cost implications.

•            Apply a product mindset to financial processes and tooling, identifying opportunities to improve user experience, scalability, transparency, and decision usefulness.

•            Build strong working relationships with stakeholders across Sourcing, Engineering, IT Asset Management, and CFO teams to align planning assumptions, contract timing, renewal pipelines, and spend governance.

•            Improve end-to-end visibility of software-related spend by analyzing data flows across financial, procurement, asset management, and operational systems.

•            Support vendor governance by helping evaluate renewals, usage trends, contract changes, and financial trade-offs.

•            Drive process improvement initiatives that enhance forecast accuracy, planning discipline, and management insight.

•            Translate complex financial and operational data into clear insights and recommendations for senior leadership.

•            Influence stakeholders across functions to adopt consistent processes, improve accountability, and support enterprise priorities.

•            Contribute to Engineering strategy discussions on productivity and long-term investment management.


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

Qualifications

•            Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field; advanced degree and/or MBA preferred.

•            Significant experience in FP&A, strategic finance, expense management, or related finance roles, preferably supporting technology, engineering, or software organizations.

•            Experience managing or analyzing vendor spend, procurement-related expenses, or software investment portfolios.

•            Strong understanding of budgeting, forecasting, variance analysis, and management reporting.

•            Demonstrated ability to work across large, complex organizations and influence stakeholders outside direct reporting lines.

•            Experience partnering with functions such as Sourcing, Engineering, IT Asset Management, and broader CFO organizations.

•            Strong analytical skills with the ability to assess large data sets, identify trends, and solve ambiguous problems.

•            Understanding of data quality challenges and data flows across finance, procurement, and asset management systems.

•            Ability to bring a focus on business outcomes to financial process and tooling decisions.

•            Excellent communication and presentation skills, with the ability to tailor messaging for finance and non-finance audiences.

•            Strong executive presence when engaging senior leadership.

Preferred Characteristics

•            Strategic thinker who can connect financial detail to broader business priorities.

•            Highly collaborative and effective in matrixed environments.

•            Comfortable navigating ambiguity and building structure in evolving processes.

•            Strong attention to detail balanced with the ability to synthesize key messages quickly.

•            Results-oriented with a focus on ownership, execution, and continuous improvement.

Example Impact Areas

•            Improve visibility into third-party software spend across the engineering organization.

•            Strengthen forecast accuracy and planning discipline for vendor expenses.

•            Enhance data integrity and connectivity across finance, sourcing, and asset management workflows.

•            Support more informed decisions on renewals, optimization opportunities, and investment trade-offs.

•            Build stronger cross-functional alignment around software expense governance and management.

About the Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

 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.

    BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. 

    Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

    If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

    Skills Required

    • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
    • Advanced degree and/or MBA
    • Significant experience in FP&A, strategic finance, expense management, or related finance roles
    • Experience supporting technology, engineering, or software organizations
    • Experience managing or analyzing vendor spend, procurement-related expenses, or software investment portfolios
    • Strong understanding of budgeting, forecasting, variance analysis, and management reporting
    • Ability to work across large, complex organizations and influence stakeholders outside direct reporting lines
    • Experience partnering with Sourcing, Engineering, IT Asset Management, and broader CFO organizations
    • Strong analytical skills, including assessing large datasets, identifying trends, and solving ambiguous problems
    • Understanding of data quality challenges and data flows across finance, procurement, and asset management systems
    • Ability to focus on business outcomes when making financial process and tooling decisions
    • Excellent communication and presentation skills for finance and non-finance audiences
    • Strong executive presence when engaging senior leadership
    • Strategic thinking and ability to connect financial detail to broader business priorities
    • Ability to collaborate effectively in matrixed environments
    • Comfort navigating ambiguity and building structure in evolving processes
    • Strong attention to detail and ability to synthesize key messages quickly
    • Results orientation with ownership, execution, and continuous improvement focus

    BNY Compensation & Benefits Highlights

    The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BNY and has not been reviewed or approved by BNY.

    • Healthcare Strength — Health coverage includes comprehensive options with a $0‑premium plan for eligible lower earners, expanded mental‑health support with personalized therapy, and strong income protection through short‑ and long‑term disability. These features have been recently enhanced and are paired with dental and vision coverage.
    • Parental & Family Support — Parental leave provides 16 weeks of fully paid time for all parents, with added support such as adoption assistance. This breadth offers strong coverage for major family events.
    • Retirement Support — The 401(k) program includes a company match and Roth options to support long‑term savings. Additional financial programs like tuition assistance and savings vehicles complement retirement readiness.

    BNY Insights

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    The Company
    HQ: New York, NY
    41,739 Employees

    What We Do

    We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.

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