We’re seeking a future team member for the role of Vice President, Sales Reporting & Analytics to join our Markets Sales Reporting & Analytics team. This role is located in New York, NY.
About Markets
BNY's Markets business generates approximately $4 billion in annual revenue and provides enterprise clients globally with critical execution capabilities across Foreign Exchange, Fixed Income and Equities, alongside market infrastructure solutions including Liquidity, Financing and Collateral Management. Operating from our global headquarters in New York, you will play a key role in delivering the reporting, dashboards and insight that support commercial decision-making across the franchise, helping senior leaders track performance, identify opportunities and realize the full potential of BNY's extensive franchise.
Role overview
This is a hands-on dashboard and analytics role for someone who wants to improve, maintain and scale the reporting used by Markets Sales leadership. The successful candidate will combine strong Tableau dashboard development with Power BI capability, CRM reporting experience, commercial curiosity and a practical approach to automation, data quality and emerging AI-enabled tools.
In this role, you’ll make an impact in the following ways:
- Build, maintain and enhance Tableau dashboards and reporting assets that support sales performance, pipeline, forecasting, KPIs and revenue metrics across Markets.
- Develop and improve Power BI reporting and semantic models where appropriate, applying sound design, data modeling and user-experience principles.
- Act as an on-site contact for Markets Sales, Business Management and front-line users, supporting dashboard usage, CRM reporting, data access, KPI interpretation and practical problem solving.
- Work with Dynamics CRM, Snowflake and internal data environments to deliver accurate, timely and well-documented reporting outputs.
- Maintain reporting controls, including refresh monitoring, publishing, access management, metric definitions, documentation and issue resolution.
- Identify pragmatic opportunities to use automation and AI-enabled tools to improve dashboard delivery, insight generation, monitoring and user experience.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree in finance, economics, business, computer science, mathematics, data analytics or a related field.
- Typically 7+ years’ experience in financial services, sales reporting, data analytics, CRM reporting, business intelligence or a similar analytical discipline.
- Strong hands-on Tableau expertise, including dashboard development, maintenance, design, publishing and performance optimization.
- Practical Power BI experience, including report design, data modeling, DAX, semantic models and dashboard publishing.
- Working knowledge of SQL and Snowflake or similar data environments, with enough technical depth to query, validate and troubleshoot reporting data.
- Experience with CRM platforms such as Microsoft Dynamics, Salesforce or similar, including reporting, data quality support or user-facing analytics.
- Strong communication skills, with the ability to explain technical concepts clearly and produce concise, actionable insight for business stakeholders.
Preferred experience:
- Experience with cloud data technologies such as Microsoft Azure, Snowflake or Microsoft Fabric.
- Understanding of row-level security, semantic data models, dataset refresh processes, reporting governance or data pipeline concepts.
- Understanding of Markets products, wholesale banking, sales coverage models, pipeline management or revenue reporting.
- Use of tools such as Microsoft Copilot, ChatGPT, Azure OpenAI, Power BI Copilot or other AI-enabled capabilities to improve productivity, analytics or documentation
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. About the TeamAt 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, economics, business, computer science, mathematics, data analytics or related field
- Typically 7+ years' experience in financial services, sales reporting, data analytics, CRM reporting or business intelligence
- Strong hands-on Tableau expertise including dashboard development, design, publishing and performance optimization
- Practical Power BI experience including report design, data modeling, DAX, semantic models and publishing
- Working knowledge of SQL and Snowflake or similar data environments to query, validate and troubleshoot reporting data
- Experience with CRM platforms such as Microsoft Dynamics or Salesforce including reporting and data quality support
- Practical approach to automation, data quality and emerging AI-enabled tools to improve reporting and insight
- Strong communication skills to explain technical concepts and produce concise actionable insight for stakeholders
- Experience with cloud data technologies such as Microsoft Azure or Microsoft Fabric
- Understanding of row-level security, semantic data models, dataset refresh processes and reporting governance
- Understanding of Markets products, wholesale banking, sales coverage models, pipeline management or revenue reporting
- Familiarity with AI productivity and analytics tools such as Microsoft Copilot, ChatGPT, Azure OpenAI, Power BI Copilot
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.
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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.
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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.
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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
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.
