Senior Finance Analyst - Planning & Analysis

Bank of America · Charlotte

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Job Description:

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!

Job Description:
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.

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
• Drives process simplification and automation of recurring reporting/forecasting routines to improve speed, transparency, and capacity for strategic work
• Applies structured problem‑solving and strong attention to detail to deliver high‑stakes analyses on tight timelines while managing multiple priorities
• Identifies and executes continuous improvement opportunities aligned to management and regulatory expectations

Required Qualifications:

• 2+ years of experience in Financial Planning & Analysis, forecasting, economics, or a related analytical finance role
• Strong Microsoft Office skills (especially Excel and PowerPoint); experience with SAP/eLedger   and working knowledge of general ledger concepts
• Demonstrated analytical rigor and critical thinking, with the ability to lead or facilitate discussions across stakeholders at multiple levels
• Self‑starter with intellectual curiosity and a learning mindset—able to quickly ramp up on new businesses, processes, and data sets
• Clear, concise communicator (written and verbal) who can translate complex analysis for executive audiences
• High attention to detail and strong organizational skills, with the ability to manage multiple deliverables and deadlines

Desired Qualifications:

• BS/BA Finance/Accounting
• Ability or desire to develop skills to lead or facilitate discussions across various levels of stakeholders/support partners
• Emerging Tech skills including Copilot, Alteryx or similar software

Skills:

• Analytical Thinking
• Attention to Detail
• Financial Accounting
• Financial Processing
• Consulting
• Critical Thinking
• Financial Forecasting and Modeling
• Reporting
• Scenario Planning and Analysis
• Business Acumen
• Business Analytics
• Influence
• Prioritization
• Problem Solving

Shift:

Hours Per Week: 

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