Finance Manager - Planning and Analysis

Bank of America • Charlotte, NC

1d • Onsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for directing the day-to-day finance activities involving the consolidation and management of the bank's month-end close, planning, forecasting and capital approval processes. Key responsibilities include overseeing the consolidation and analysis of forecast, profitability, and financial reporting, and supporting strategic business reviews. Job expectations include managing planning and analysis partner relationships, supporting management in key decision making, influencing financial analysts, and coordinating deliverables to and from partners.

Requirements

• Global Markets and Balance Sheet / NII financial acumen (Can transition to the space and pick up significant workload with minimal training time)
• Demonstrated work ethic and attention to detail (stands behind work, can solve problems, and will put in the time required)
• Analytical Thinking
• Attention to Detail
• Financial Accounting
• Financial Processing
• Scenario Planning and Analysis
• Business Analytics
• Consulting
• Critical Thinking
• Financial Forecasting and Modeling
• Reporting
• Business Acumen
• Influence
• Prioritization
• Problem Solving

Responsibilities

• Provides leadership, direction and coaching to profit planning and/or forecast stakeholders to develop accurate profit plans and forecasts, reviewing and understanding the drivers of business results to identify areas of improvement
• Directs the team's the day-to-day activities and reviews related to the Lines of Business (LOB) financial performances, assisting with synthetizing key trends, assessing current and future business risks, and preparing, analyzing and reporting on financial results and key metrics
• Manages forecasting and/or budgeting process from a LOB and consolidated perspective and compares current performance against plan, prior periods, and forecasts to evaluate current and future performance trajectory
• Implements new and ongoing projects and strategic initiatives by helping to create new processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities
• Builds, maintains, and manages partner relationships across the Finance division and implements policies and procedures that ensure integrity of the planning and forecasting process, financials, sound controls, and effective procedures
• Exhibits strong attention to detail and applies analytical thinking, influence and collaboration with key stakeholders in the LOBs and across CFO to effectively handle competing priorities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed