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Principal, Finance & Business Management (Menlo Park)

Principal, Finance & Business Management (Menlo Park)

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Principal, Finance & Business Management

Menlo Park, CA

About the Position

The Wealth Management Finance & Business Management team is seeking a Vice President. This position will be developing and presenting reports and presentations, tracking operational initiatives, and working with partners of the organization (Wealth Management, HR, Legal, Compliance, Project Management, etc.) to improve and drive business decisions. Additionally, the role will be accountable for driving cost saves and ensuring adequate controls and efficiencies.

Key Responsibilities

  • Develop collaborative working relationships across Wealth Management, Finance, HR and other Shared Services teams while providing business value and transparency
  • Provide resource management communications, planning/forecasting guidance and coordination for core business requirements
  • Partner with other Finance & Business Management Leads to drive consistent business management practices, setting logical key performance measures and reporting driving towards continuous improvement in accuracy and control
  • Facilitate Regional President-level, proactive monitoring of headcount, budget, financials to highlight variances and reforecast plans to stay on target
  • Assist in Wealth Management resource planning, working with the business to establish best practices and support the strategic agenda for recruiting and workforce management
  • Prepare presentations and Brief Senior Management in presentations
  • Support business reviews and other committee processes to assess the status of the business


  • Bachelor’s degree in finance, accounting, or business or the equivalent combination of education and experience.
  • 10-12 years of total work experience preferred; experience in financial planning and analysis preferred

Preferred Qualifications

  • Must be able to brief senior leaders clearly and concisely on financial performance
  • 8+ years of experience with an emphasis on business / data analysis
  • Financial Services industry experience preferred
  • High financial acumen with a sound understanding of the P&L
  • Bachelors and/or Master Degree in Business Management / Finance / Economics / Analytics
  • Strong interpersonal skills with the ability to build relationships across all levels and influence key stakeholders
  • Self-motivated, innovative thinker with the ability to derive, formulate, and develop new concepts, processes and value-added activities
  • Process-oriented with strong organization, problem solving, time management, and analytical skill
  • Must be able to design business reporting and analysis that is clear, concise, and actionable
  • Ability to work effectively with other lines of business, finance teams, and technology partners
  • Demonstrated history of independently and proactively driving initiatives forward
  • Comfortable creating PowerPoint Presentations and working in Microsoft Excel
  • MBA/CFA/CPA preferred

Interested in applying to this career opportunity?

Please email Taylor Frank, [email protected], and include BNY Mellon (Menlo Park, CA) Principal Finance & Business Management in the subject line.

About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries. As of December 31, 2018, BNY Mellon had $33.1 trillion in assets under custody and/or administration, and $1.7 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on Follow us on Twitter @BNYMellon or visit our newsroom at for the latest company news.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

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