Senior Finance Analyst - Business Support

Bank of America•Charlotte, NC

2d•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 serving as a finance partner to specified Lines of Business (LOBs) and providing financial analysis and guidance to support key decisions and initiatives. Key responsibilities include performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and generating value creation ideas and new investment business cases. Job expectations include preparing insights to guide management's decision making and evaluating financial performance versus plans, forecasts, and prior periods. This job will be supporting the Global Expense Analytics & Reporting (GEAR) team, responsible for serving as a finance partner to one or more Lines of Business (LOBs) and providing financial analysis and guidance to support key decisions and initiatives. A successful candidate is proactive, a strong communicator, thinks critically, and can improve processes.

Requirements

Bachelor’s degree in Accounting, Finance, Economics, or related field
3-6 years of financial analysis experience
Effective communication and ability to present complex financial information clearly
Proficiency in Microsoft Excel (e.g., lookups, pivot tables, data manipulation)

Nice To Haves

Experience in financial planning, forecasting, and reporting
Experience with financial systems (ex: SAP, eLedger, EPM, Essbase)
Experience with data visualization and automation tools (e.g., Tableau, Power BI, Alteryx, Power Query)
Familiarity with emerging technologies such as AI-driven tools (e.g., M365 Copilot)

Responsibilities

Evaluates Lines of Business (LOB) financial performances and assists with decision making by synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics
Develops financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners
Creates forecasts and budgets by comparing current performance against plan, prior periods, prior forecasts, and budgets and evaluating current and future performance trajectory
Supports reporting and analysis for key constituents and management, which may include Board of Directors, Investor Relations, and/or various regulatory agencies
Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures
Supports new and ongoing projects and strategic initiatives by creating processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities
Perform expense forecasting, planning, and variance analysis
Support month-end close and ensure accuracy of financial results
Deliver timely, insightful financial reporting to stakeholders
Partner with business leaders to provide financial guidance and support decision-making
Identify and drive process improvements and automation opportunities
Respond to ad hoc analysis requests with clear and actionable insights