Senior Finance Analyst - Planning and Analysis

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 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. This role is on the Regional Banking & Wealth Management (RB & WM) FP&A team predominately focused on Consumer Investments finance support and Stress Testing. The RB & WM FP&A team supports consolidated financial & strategic reporting for ad-hoc, month-end, quarter-end close, baseline forecasting, and stress testing deliverables across Regional Banking & Wealth Management. Our team acts as a trusted partner enabling better decisions through transparency and strategic insights.

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 written form
• Detail oriented with a control mindset and strong critical thinking skills
• Proven track record of 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
• Internally motivated to consistently achieve personal standards of excellence

Nice To Haves

• Bachelor's degree in Finance or Accounting
• Desire to learn and leverage emerging technologies (Tableau, Alteryx, Workiva, Picklinks, Power Query, Power Pivot)
• Knowledge of the GWIM business and associated corporate functions
• Deep understanding of corporate finance calendar and deliverables

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

Benefits

• Access to paid time off
• Resources and support to our employees

What This Job Offers

• Job Type: Full-time
• Career Level: Senior