Senior Finance Analyst - Planning and Analysis (GWIM Cross-Functional Support)

Bank of America • Pennington, AL

5d • $90,000 - $125,900 • 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. GWIM works with clients to build a comprehensive financial strategy, providing proactive recommendations to grow and preserve wealth. The GWIM Finance team is part of the broader Regional Banking and WM FP&A Finance team. The team’s primary focus is to support the business leaders by delivering all aspects of financial reporting, planning, and analytics. 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
• Experience or strong aptitude for Emerging technology including Tableau, Alteryx, Workiva, Picklinks, Power Query, Power Pivot, and/or AI/CoPilot
• Demonstrated success driving end-to-end process improvement with a strong OpEx focus
• 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 to work independently in a fast-paced 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, Accounting, or related field
• Knowledge of the GWIM business and associated corporate functions
• Familiarity with corporate finance calendar and deliverables
• Strong presentation skills with 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

Benefits

• Discretionary incentive eligible
• 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: Senior