Sr. Finance Analyst- Capital Management/Treasury/CFO

Bank of America•Charlotte, NC

1d•Onsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for capital reporting and analytics, including calculating risk-weighted assets, measuring and monitoring Global Systematically Important Bank (G-SIB) scores, developing reports for Lines of Business (LOB) stakeholders, and implementing new models. Key responsibilities may also include developing LOB capital forecasts and producing peer analytics and impact assessments for new transactions, products and proposed rule changes. Line of Business Specific Job Description: The Senior Financial Analyst – Technology & Data Strategy supports Enterprise Capital Management (ECM) in driving critical data and technology initiatives to ensure regulatory rule compliance and enable effective capital management and executive decision-making. This is a critical role for the organization, as technology and data are key areas of focus in ECM, and across the CFO organization. The analyst will work closely with ECM leadership, ECM Technology, CFO Data Management (CFO DM) and Change Management partners to ensure successful delivery of data and technology solutions. Core responsibilities include owning the full lifecycle of ECM’s data issues, performing in-depth analysis to produce data-driven insights that drive strategic decisioning, and remaining accountable for a significant set of key deliverables prepared for senior management, including executive reviews, governance forums, and regulatory‑facing materials. The role requires strong ownership of data issues, structured program execution, and the ability to translate complex topics into clear, executive-level reporting.

Requirements

Knowledge of financial services including current regulatory environment and experience in Global Markets, Global Banking or Treasury organization
2 years of experience in traditional multi-month project management
Bachelor of Science or Bachelor of Arts (Finance/Accounting preferred)
Organizational skills
Strong ability to work in matrixed environment with multiple stakeholders
Ability to summarize data for executive management to understand project status and risks and enable decision making
Advanced writing skills, PowerPoint, Excel
Proven ability to manage multiple concurrent priorities and deliverables in a fast‑paced, highly regulated environment

Nice To Haves

Familiarity with Global Markets trading products

Responsibilities

Analyzes business balance sheet and risk-weighted assets identifying optimization opportunities
Ensures process, documentation, and procedures align with rule conformance of Basel capital requirements
Consolidates and delivers monthly Basel III capital results, explaining key drivers of variances
Provides transactional support for live transactions
Assists and educates business partners about capital, regulatory requirements, providing recommendations on how to operate in a capital efficient manner
Facilitates capital forecasting for strategic planning and capital planning purposes, including stress testing
Monitors portfolios to anticipate capital needs and financial resource use
Partner closely with ECM Technology and Data Strategy leadership to assess, prioritize, and drive execution of key data and technology initiatives
Serve as the business lead for ECM’s data issues, collaborating with ECM, CFO Data Management, and SMEs to assess impact, prioritize remediation, align funding, present impact to Capital reporting and align with enterprise priorities
Coordinate with business stakeholders to establish and run routines that support delivery of data solutions and overall program execution
Provide oversight and coordination for planned technology releases, ensuring ECM alignment and clear reporting of impacts to Capital
Act as the single owner of record for reporting on ECM data issues status; supporting senior leadership reporting and executive materials
Maintain and govern comprehensive trackers for manual processes and tech intake activity, ensuring accurate lineage, mapping, and data integrity
Support annual planning Change Management processes, including initiative prioritization, funding allocation, and sequencing for 2027+
Perform ad hoc analysis and support activities across technology and data-related initiatives
Own the coordination and execution of working sessions and business‑requirements gathering for top‑priority data issues