Senior Finance Analyst - Planning and Analysis (Private Bank Consolidations Support)

Bank of America · Charlotte · $90,000–$125,900 (stated in the posting)

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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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
 

Job Profile Summary:
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.

The Private Bank works with clients to build a comprehensive financial strategy, providing proactive recommendations to grow and preserve wealth. The Private Bank Finance team is part of the broader Consumer / GWIM Finance team. The team’s primary focus is to support the business leaders by delivering all aspects of financial reporting, planning, and analytics. Our team acts as a trusted partner enabling better decisions through transparency and strategic insights.

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

Additional Responsibilities:

• Produces monthly financial packages tailored for executive‑level reporting and routines for the Private Bank line of business

• Key horizontal partner and liaison to the Private Bank BFO team and various horizontals across the organization including the Investments, Deposits and Lending Product areas

Required Qualifications:

• 2+ years of professional / demonstrated work experience within financial services industry

• General Ledger / EPM / Essbase Proficiency

• Advanced Excel skills

• Highly organized and proactive

• Strong communication skills – able to communicate concepts both verbally and in writing

• Detail-oriented with a control mindset and strong critical thinking skills

• Proven ability working independently in a fast-paced, results-driven environment with evolving priorities 

• Excellent time management skills with the ability to meet critical deadlines

• Demonstrated ability to work cohesively within a team-oriented environment

• Demonstrated self‑motivation with a consistent track record of high performance

Desired Qualifications:

• Bachelor's degree in Finance or Accounting

• Desire to learn and leverage emerging technologies (AI/CoPilot, Tableau, Alteryx, Workiva, Picklinks, Power Query, Power Pivot)

• Knowledge of the GWIM business and associated corporate functions

• Deep understanding of corporate finance calendar and deliverables

• Strong presentation skills and ability to influence stakeholders

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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