Senior Finance Analyst - Planning and Analysis (Global Markets Balance Sheet and Capital Management)

Bank of America•Charlotte, NC

1d•Onsite

About The Position

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. The Global Banking and Markets (GBAM) Financial Planning & Analysis (FP&A) team is part of the broader GBAM CFO organization. The primary focus of this team is to provide a broad array of management reporting to support senior management in their financial and strategic decision-making. This team works with COOs, Corporate Treasury, HR, Business Finance, and Senior Finance leaders throughout GBAM and CFO to review and analyze financial and business impacts. This role is a key member of the GBAM FP&A and Balance Sheet Management team. The candidate will gain an understanding of how current economic and global market events impact the Global Markets Balance Sheet and NII. The position will also play a critical role in forecasting and analyzing balance sheet trends and NII drivers, as well as partnering across Treasury functions—including Balance Sheet Management, Global Liquidity Management, and Capital Management—to ensure alignment and integration of strategies.

Requirements

Minimum 2 years in related industry experience and strong financial reporting background
Strong written and oral communications skills with excellent attention to detail
Self-starter, proactive with strong collaboration and team work
Intellectual curiosity and willingness to effectively challenge the status quo
Problem Solving
Analytical Abilities/Financial Acumen
Proficient with SAP/eLedger and advanced skills in MS Office applications

Nice To Haves

BS/BA Finance/Accounting
Analytical Thinking
Attention to Detail
Financial Accounting
Financial Processing
Consulting
Critical Thinking
Financial Forecasting and Modeling
Reporting
Scenario Planning and Analysis
Business Acumen
Business Analytics
Influence
Prioritization

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