Senior Finance Analyst – GTGOF Initiative Controller Team

Bank of America•Charlotte, NC

6d•Onsite

About The Position

This job is responsible for serving as a finance partner to specified Lines of Business (LOBs) and providing financial analysis and guidance to support key decisions and initiatives. Key responsibilities include performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and generating value creation ideas and new investment business cases. Job expectations include preparing insights to guide management's decision making and evaluating financial performance versus plans, forecasts, and prior periods. This job is part of the fast-paced team that supports $4B in annual technology initiative spending. This role requires interaction with Technology project management partners to assist with project set-ups, allocations, and reporting. The role also includes working with Business Finance Officers and technology project managers to coordinate the quarterly software capitalization assessment. This job may include supporting and improving the team’s investment in Alteryx workflows and/or Tableau reporting. In addition to responsibilities for assigned portfolios, this position provides an opportunity to drive improvement in an enterprise process. We are seeking a strategic and results-driven individual to quickly learn the Initiative financial ecosystem. A strong candidate is someone who is comfortable working independently but also can lead teammates through process improvement projects.

Requirements

2-5 years in Finance, Data or related industry experience
Financial planning & analysis experience
Excellent communication and facilitation skills
Comfortable engaging with senior Finance teammates
Comfortable working in a fast-paced, collaborative environment
Advanced Excel and PowerPoint skills
Familiarity with Alteryx or other data management tools
Demonstrated ability to learn complex processes and tools quickly
Well organized and strong attention to detail
Seeks to build relationships and collaborate with teammates
Strong organization skills and ability to manage/sequence multiple deliverables
Process improvement mindset

Nice To Haves

Bachelor’s degree in finance, Accounting, and/or Data/Computer Science
Experience with TPAS, PMMT, and/or PPRT
Deep experience with data tools and automation platforms (e.g., Power Query, Tableau, Alteryx, SQL, etc.)
SAP / eLedger / EPM
Experience in process improvement, operations, or project management roles

Responsibilities

Support the project portfolios for assigned Tech teams including set-up, rate and funding updates, portfolio targets, allocations, and reporting
Develop deep understanding of TPAS (financial system or record for technology initiatives) and related routines and data query tools
Support user training on TPAS and/or software capitalization
Coordinate quarterly software capitalization assessment for assigned portfolios
Support process owner deliverables including maintaining and updating desktop procedures
Assist in development of data dashboards, reports, presentations, ad hoc analysis, and research using Microsoft Office Suite and Emerging Technology tools
Execute and maintain TPAS-supporting Alteryx workflows and Tableau dashboards
Leverage data query tools (PowerQuery/TOAD) to perform research and analysis
Exhibit strong attention to detail and apply analytical thinking and problem solving to deliverables while collaborating with key stakeholders and partners
Ensure compliance with accounting policy, controls, and governance standards.
Identify and execute process improvements with moderate autonomy.
Influence partners through clear communication and data-driven insights.