Senior Finance Analyst - Planning and Analysis

Bank of America • Pennington, AL

10d • $90,000 - $129,000 • Onsite

About The Position

The Senior Finance Analyst supports complex financial activities involving month-end close consolidation, planning, forecasting, and capital processes. The role performs forecasting, profitability analysis, financial reporting, and trend analysis using advanced modeling and software skills, and assists with ad hoc requests. The analyst works with planning and analysis partners on projects, research, and evaluations of financial performance while maintaining operational excellence and a strong controls discipline.

The role 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 inform decisions. Bank of America describes its work environment as an in-office culture that supports collaboration, engagement, and career development, with flexibility appropriate to role-specific 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.
• General Ledger, EPM, or Essbase proficiency.
• 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.
• Highly organized and proactive.
• Strong verbal and written communication skills.
• Detail-oriented with 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-motivated with 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

• Reviews, challenges, and reports on forecasts and budgets by comparing current performance with plans, prior periods, and prior forecasts, and evaluates current and future performance trajectory.
• Compiles financial information from a Line of Business and consolidated perspectives for presentation to stakeholders.
• Develops financial management dashboards, reports, presentations, ad hoc analyses, and research using Microsoft Office Suite and emerging technology tools.
• Collaborates across the Finance division to ensure financial integrity, sound controls, and efficient and effective procedures, with limited oversight.
• Supports projects and strategic initiatives, helping create processes to automate reporting and delivering process improvements and simplifications.
• Applies attention to detail, analytical thinking, and problem-solving to deliverables while collaborating with stakeholders and partners.
• Reviews, analyzes, and reports consolidated quarterly forecast and stress forecast results and contingency options, preparing presentations for senior stakeholders.
• Works on high-visibility projects and builds relationships across the Finance organization.

Benefits

• Industry-leading benefits.
• Access to paid time off.
• Annual discretionary incentive plan eligibility, with awards based on individual performance and behaviors, line-of-business or group performance and contributions, and overall company success.
• Resources and support for employees’ physical, emotional, and financial wellness.

What This Job Offers

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