Senior Finance Analyst - Planning and Analysis

Bank of America • Charlotte, NC

9d • Onsite

About The Position

At Bank of America, the Senior Finance Analyst supports the bank’s month-end close, planning, forecasting, and capital processes. The role involves forecasting, profitability analysis, financial reporting, and trend analysis using advanced modeling and software skills, as well as responding to ad hoc requests. The analyst works with planning and analysis partners on projects, research, and evaluations of financial performance while maintaining operational excellence and sound controls.

The position is part of the GWIM Finance team within the broader Regional Banking and WM FP&A Finance team. The team supports business leaders through financial reporting, planning, and analytics, providing transparency and strategic insights to support better decisions. The role reviews consolidated quarterly forecast results, stress forecast results, and contingency options, and prepares presentations for senior stakeholders. Bank of America describes its culture as focused on Responsible Growth, inclusion, career development, and teammate well-being. The company is committed to an in-office culture, with role-specific flexibility based on responsibilities and business needs.

Requirements

• At least 4 years of experience in FP&A, stress testing, financial analysis, or related roles.
• Bachelor’s degree or equivalent work experience.
• Proficiency with General Ledger, EPM, or Essbase.
• Advanced Excel skills.
• Experience with 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 operational excellence focus.
• Strong organizational and proactive work habits.
• Strong verbal and written communication skills.
• Detail orientation and a control mindset.
• Ability to work independently in a fast-paced environment with evolving priorities while delivering accurate results.
• Excellent time management and ability to meet critical deadlines.
• Ability to work cohesively in a team-oriented environment.
• Self-motivation and a consistent track record of high performance.

Nice To Haves

• Bachelor’s degree in Finance, Accounting, or a related field.
• Knowledge of the Regional Banking and GWIM businesses and associated corporate functions.
• Familiarity with the corporate finance calendar and deliverables.
• General Ledger, EPM, or Essbase proficiency.

Responsibilities

• Review, challenge, and report on forecasts and budgets by comparing current performance with plans, prior periods, and prior forecasts, and evaluate current and future performance trajectory.
• Compile financial information from a Line of Business and consolidated perspective for presentation to stakeholders.
• Develop financial management dashboards, reports, presentations, ad hoc analysis, and research using Microsoft Office Suite and emerging technology tools.
• Collaborate across the Finance division to ensure financial integrity, sound controls, and efficient and effective procedures, with limited oversight.
• Support projects and strategic initiatives by helping create processes to automate reporting capabilities and delivering process improvements and simplifications.
• Apply attention to detail, analytical thinking, and problem solving to deliverables while collaborating with stakeholders and partners.
• Review, analyze, and report consolidated quarterly forecast results, stress forecast results, and contingency options; prepare impactful presentations for senior stakeholders.
• Work on high-visibility projects and build relationships across the Finance organization.

Benefits

• Industry-leading benefits.
• Paid time off.
• Resources and support for employees.
• Eligibility to participate in the annual discretionary incentive plan, with awards based on individual performance and behaviors, line of business and/or group performance, and overall company success.

What This Job Offers

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