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Director, Financial Planning & Analysis

Overview
BNYbny.comPosted 5 days ago
New York City, NY, USOn-site
Quick apply
Seniority level
Executive
Employment type
Full time
Specialization
Wealth management

About the role

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:

Requirements

  • • 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.

Key skills

  • Forecasting
  • Procurement
  • Process Improvement
  • Accounting
  • Budgeting