Senior Finance Analyst - Planning and Analysis (ML Data Analytics & IC Support)
About The Position
At Bank of America, the common purpose is to help make financial lives better through Responsible Growth, delivering for clients, teammates, communities, and shareholders. The company is committed to being an inclusive workplace, attracting and developing talent, supporting wellness, recognizing performance, and making community impact. Bank of America maintains an in-office culture with specific attendance requirements, balanced with appropriate flexibility based on role-specific considerations. This specific role is within Merrill Wealth Management Finance, focusing on building analytics solutions for balances, flows, and performance metrics. The analyst will utilize SQL to explore and extract data, design scalable reporting datasets, and deliver dashboards and automated reporting to enhance decision-making and reduce manual effort. The role primarily supports Merrill Wealth Management finance, which serves high-net-worth and ultra-high-net-worth individuals, businesses, institutions, and organizations, anchored in financial planning and personal advisor relationships. The Regional Banking & Wealth Management Finance team partners with Merrill business leaders to provide financial reporting, planning, and analytics, acting as a trusted partner for strategic insights.
Requirements
- 3+ years of work experience in finance analytics, FP&A, business analytics, or data-centric financial reporting
- SQL experience (writing joins, aggregations, CTEs; comfortable exploring unfamiliar tables)
- Advanced Excel skills (Power Query / Power Pivot strongly preferred)
- Experience building reporting/dashboards and automating recurring deliverables
- Strong problem-solving skills; able to independently investigate data issues and propose solutions
- Strong written/verbal communication; can explain “what changed and why” to non-technical partners
- Strong control mindset (reconciliations, documentation, repeatability)
Nice To Haves
- BS/BA Finance / 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
- SAP/eLedger Skills: Financial Processing, Analytical Thinking, Attention to Detail, Financial Accounting, Financial Forecasting and Modeling, Reporting, Scenario Planning and Analysis, Consulting, Critical Thinking, Business Analytics, Business Acumen, Influence, Prioritization, Problem Solving
Responsibilities
- Write and optimize SQL queries to extract, validate, and reconcile finance and business metrics from enterprise data tables
- Build repeatable reporting datasets and automate recurring monthly/weekly deliverables (reduce manual Excel effort)
- Develop dashboards and executive-ready reporting (Power BI/Tableau/Excel) to track balances, flows, profitability, and IC drivers
- Partner with FP&A, controllership, and business teams to translate questions into data requirements and clear analytical outputs
- Perform variance analysis vs plan/forecast/prior period and explain drivers using data-backed storytelling
- Implement controls/QA checks (reconciliations, tie-outs, data quality flags) to ensure reliable outputs
- Improve processes by documenting logic, creating standardized definitions, and enabling self-serve reporting
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to employees to make a genuine impact and contribute to the sustainable growth of the business and communities
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
