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27 Jan 2023

Full-Time Specialist, Business Planning and Analysis

BNY Mellon – Posted by BNY Mellon Pittsburgh, Pennsylvania, United States

Job Description

Job Description: 

The Global Client Management team is looking for an ambitious, action-oriented Business Planning & Analysis Associate to help:

  • Support the overall management of onboarding teams and individuals to BNYM’s Enterprise CRM
  • Assist in onboarding teams to platform by producing onboarding project plans and executing steps against the platform’s onboarding playbook
  • Regularly report on onboarding statuses, and user adoption metrics
  • Participate in user advocacy actions including detailing business requirements, prioritization of requirements and communication to business leads on requirement/functionality status
  • Work with technology to provide information on desired functionality from user groups
  • Partner with Change Management and Training Leads to help moderate platform training sessions
  • Partner with Change Management Lead to communicate to platform userbase any information critical for success on the platform
  • Participate in deployment testing and activation sessions to help insure functionality meets stakeholder expectations
  • Actively contributes to on-going process improvement discussions

Key Responsibilities:

  • Create onboarding project plans and lead onboarding kickoffs and status meetings with teams
  • Help drive user adoption across the platform userbase by providing support to newly onboarded teams
  • Drive platform functionality transparency by regularly communicating deployment milestones to userbase
  • Help troubleshoot platform issues and bugs by detailing incidents in Jira and working with technology partners to resolve


  • Logical thinker with demonstrably strong analytical skills
  • Strong power point skills
  • Expert Excel skills
  • Understanding of CRM applications.
  • Strong interpersonal and relationship-building skills; must be comfortable interacting with all levels of the organization
  • Capability to work in both Lifecyle and Agile environments
  • Capacity to multi-task, prioritize and quickly change priorities
  • Willingness and comfort with working in a high paced environment
  • Problem-solving skills and a desire to make their mark in the organization


  • 5-7 years of total work experience preferred.
  • Bachelor’s degree in lieu of some experience may be considered.
  • High school/secondary school or the equivalent combination of education and experience is required, bachelors degree preferred.

Personal Qualities:

  • Someone known for getting things done.  A self-starter with a bias for action.  Someone who typically steps forward to take ownership and doesn’t hide from accountability
  • Someone able to work effectively under pressure in a fluid environment where boundaries may be blurred
  • Someone naturally attentive to detail, with high standards for quality and accuracy in their work
  • A collaborative, team-oriented, consultative professional, able to effect outcomes through influencing
  • Someone who seeks out the benefits of diversity; is creative, innovative and entrepreneurial in spirit 
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How to Apply


Job Types: Full-Time.


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