Financial & Headcount Forecasting Lead - Customer Segment Consultant II

Bank of America•Boston, MA

10d•$108,000 - $163,800•Onsite

About The Position

The Financial & Headcount Forecasting Lead provides an integrated view of headcount, capacity, workforce movement, and financial forecasts across supported Consumer Investments businesses. The role partners across Finance, Workforce Management, Talent Acquisition, Capacity Planning, and business leadership to translate complex information into clear insights, recommendations, and workforce decisions. This job is responsible for leading cross-functional initiatives aligned with enterprise strategy and goals, with accountability for strategic planning, execution, and oversight. Key responsibilities include driving process transformation, developing business cases, managing risk across workstreams, and ensuring integration across product, channel, and operations teams. Job expectations include influencing decisions, maintaining stakeholder relationships, overseeing change management, and delivering outcomes through governance and performance tracking.

Requirements

3+ years of relevant experience in workforce planning, financial forecasting, capacity planning, business analytics, or a related function.
Strategic thinking and informed decision support, with the ability to connect workforce, operational, and financial information to broader business priorities and develop a clear point of view.
Strong business and analytical judgment, including the ability to evaluate complex data, test assumptions, assess multiple scenarios, and recommend a practical path forward.
Proven communication and influence skills across organizational levels, with the ability to synthesize complex information, tailor the message for different audiences, and guide team members, business partners, and senior executives toward decisions and actions.
Learning agility and ability to navigate ambiguity, including quickly learning unfamiliar processes, data, and business areas, asking effective questions, and working independently.
Proven relationship and credibility-building skills, with the ability to establish trusted partnerships and influence within a highly matrixed organization.
Constructive challenge and openness to feedback, demonstrated by offering a well-supported point of view, appropriately challenging assumptions, and adapting based on new information.
Strong collaboration, ownership, and prioritization skills, with the ability to align stakeholders, manage changing priorities, and deliver accurate, timely results.
Advanced proficiency in Microsoft Excel and PowerPoint, including experience developing complex analyses, forecast models, and executive-level presentations.

Nice To Haves

Consumer Investments or comparable operational knowledge, including familiarity with centralized sales and service roles, licensing requirements, associate progression, and workforce drivers.
Cross-functional planning leadership experience, including ownership of a planning or forecasting process that required coordinating inputs, resolving competing assumptions, establishing accountability, and driving alignment among Finance, Workforce Management, Talent Acquisition, and business leaders.
Financial planning experience, including direct participation in recurring forecast, budget, or expense-planning cycles and partnership with Finance to translate business needs into financial plans.
Forecasting transformation and governance experience, including simplifying, or automating models and reporting processes while strengthening controls, documentation, data quality, and transparency of assumptions.
Advanced data analysis and technical capabilities, including experience using SQL, Alteryx, or Python to access, transform, analyze, and validate complex data from database environments such as SQL Server, Hadoop, Teradata, or comparable platforms.

Responsibilities

Own and maintain headcount, licensing, and workforce financial forecast models, ensuring accuracy and alignment with business strategy, capacity needs, and financial plans.
Lead forecast planning in partnership with Finance, Capacity Planning, Workforce Management, Talent Acquisition, and line-of-business leaders.
Develop and manage and coordinate the delivery of dashboards, reporting, and executive presentations covering headcount, attrition, recruiting, licensing, and performance against targets.
Monitor performance against forecast, identify key drivers and risks, and recommend adjustments to staffing, hiring, and workforce plans.
Provide an integrated view of capacity, workforce movement, and financial commitments across supported businesses.
Lead stakeholder reviews and translate complex analysis into clear insights, decisions, and actions.
Deliver scenario analysis and recommendations that support business strategy, workforce efficiency, and responsible growth.
Provides oversight and direction for multiple workstreams within enterprise initiatives, ensuring alignment with overall transformation goals and business strategy
Defines workstream objectives, timelines, and deliverables, and lead disciplined execution to achieve measurable outcomes.
Coordinates efforts across product, channel, and operations teams to ensure seamless integration and progress across workstreams
Engages with senior leaders and executive stakeholders to influence priorities, maintain governance standards, and ensure accountability
Drive innovation and support change leadership by identifying opportunities for improvement and fostering a culture of continuous transformation