Senior Finance Analyst - Planning & Analysis

Bank of America • Charlotte, NC

1d • $90,000 - $125,900 • 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for more complex financial activities involving the consolidation of the bank's month-end close, planning, forecasting and capital processes. Key responsibilities include performing forecasting, profitability analysis, financial reporting, and trend analysis using advanced modeling /software skills and assisting with ad hoc requests. Job expectations include working with key planning and analysis partners on small projects, research, and evaluations of financial performance while maintaining Operational Excellence and a controls discipline. Additional Information: The team plays a critical role in bringing together financial perspectives across Lines of Business, ensuring consistency, transparency, and a cohesive story for management reviews and leadership reporting. Associates develop a broad understanding of the bank by engaging with multiple finance and control partners, gaining insight into enterprise drivers and cross-functional dependencies. The body of work emphasizes building clear, concise financial narratives that support executive decision-making and strategic discussion. This position offers meaningful visibility, skill development, and exposure to enterprise FP&A processes that support long-term career growth within Finance.

Requirements

• 2+ years of professional / demonstrated work experience within financial services industry
• General Ledger / EPM / Essbase Proficiency
• Advanced Excel skills
• Highly organized and proactive
• Strong communication skills – able to communicate concepts both verbally and in writing
• Detail-oriented with a control mindset and strong critical thinking skills
• Proven ability working independently in a fast-paced, results-driven environment with evolving priorities
• Excellent time management skills with the ability to meet critical deadlines
• Demonstrated ability to work cohesively within a team-oriented environment
• Demonstrated self‑motivation with a consistent track record of high performance

Nice To Haves

• Bachelor's degree in Finance or Accounting
• Desire to learn and leverage emerging technologies (AI/CoPilot, Tableau, Alteryx, Workiva, Picklinks, Power Query, Power Pivot)
• Knowledge of the Consumer business and associated corporate functions
• Deep understanding of corporate finance calendar and deliverables
• Strong presentation skills and ability to influence stakeholders

Responsibilities

• Reviews, challenges, and reports on forecasts and budgets by comparing current performance against plan, prior periods and prior forecasts, and evaluating current and future performance trajectory
• Compiles financial information from a Line of Business (LOB) and consolidated perspective for presentation to stakeholders
• Develops financial management dashboards, reports, presentations, ad hoc analysis, and research using Microsoft Office Suite and Emerging Technology tools
• Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures with limited oversight
• Supports 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
• Exhibits strong attention to detail and applies analytical thinking and problem solving to deliverables while collaborating with key stakeholders and partners
• Coordinate and execute quarter‑end close activities for the Consumer business segment.
• Ensure timely, accurate preparation of financial statements, schedules, and management reports.
• Review and validate P&L, balance sheet, and cash flow results against forecasts and prior periods.
• Prepare quarter‑end presentation materials for senior leadership, FP&A, and executives.
• Develop clear, concise commentary and storytelling around financial performance.
• Ensure consistency between internal reporting and any external disclosures (as applicable).
• Respond to ad hoc leadership inquiries during earnings and close periods.
• Serve as the lead analyst supporting the Consumer and GWIM Weekly Forecast and Management Committee routines.
• Provide leadership and mentorship to the FMAP supporting the Weekly and Management Committee routines, ensuring accuracy, timeliness and transparency.
• Review and validate weekly forecast and management committee inputs across Consumer and GWIM to ensure consistency and alignment prior to submission.
• Ensure all submissions to LOBs and Corporate Planning are accurate and complete, including clear variance commentary across multiple comparison points.
• Corporate Planning ultimately submits these materials to the CEO, CFO, and Management Committee.
• Support continuous improvement of weekly forecasting and Management Committee routines to enhance efficiency and clarity

Benefits

• This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
• This role is currently benefits eligible.
• We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees