BNY Finance/FinTech

Director, Financial Planning & Analysis

New York City, NY In person Full-time

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:

  • 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.

Job description provided by BNY.
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