Analyst II - Tech Delivery

Bank of America

Charlotte (NC)

On-site

USD 110,000 - 160,000

Full time

15 hours ago

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Job summary

Bank of America is seeking a senior business analyst to drive demand forecasting, resource planning, and financial governance within Global Technology. You will partner with stakeholders to capture requirements, analyze needs, and deliver data-driven insights to senior leadership.

The role emphasizes collaboration, process improvement, and strategic prioritization. You will develop forecasts, monitor portfolio performance, and contribute to executive reporting and decision-making.

Qualifications

Experience in business analysis, resource planning, financial management, forecasting, governance, or related disciplines.
Experience in financial services or regulated industries is a plus.
Experience preparing executive-level portfolio, resource, or funding reports and dashboards.

Responsibilities

Understands stakeholder needs to envision and create a solution.
Supports cost/benefit analysis to align technology with business strategy.
Gathers and catalogs functional, non-functional, and technical requirements.
Identifies impact of modifications and assists with end-to-end solution design.
Assists users and development teams in application testing and troubleshooting.
Documents processes, procedures and workflows for technology as needed.
Manage engagement intake and portfolio planning, prioritizing work and aligning resources.
Develop and maintain demand, capacity, resource, and financial forecasts; analyze scenarios.
Create and deliver executive communications, reporting, governance materials for leadership.

Skills

Analytical Thinking

Stakeholder Management

Demand Forecasting

Capacity Planning

Resource Management

Financial Management

Executive Communication

Data Management

Risk Management

Solution Design

Portfolio & Engagement Management

Agile Practices

Strong analytical/problem-solving

Job description

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 capturing and refining business or system requirements that may involve a software change. Key responsibilities include working with stakeholders to understand their needs, analyzing problems, capturing requirements, creating solutions, solving problems either manually or through software, and providing subject-matter expertise on products to support scope and requirement decisions. Job expectations include collaborating with project stakeholders to analyze and confirm requirements, creating, analyzing, and improving processes and writing user and technical stories.

This job is responsible for supporting centralized intake management, demand forecasting, resource management, and executive communications activities for a Data Management organization within Global Technology.

Key responsibilities include managing engagement intake processes, assessing demand, forecasting resource and funding requirements, monitoring portfolio performance, and developing executive reporting and governance materials that support strategic decision-making. The role drives continuous improvement through the development of cost efficiency metrics, optimization tracking, and performance insights that enable leadership to make informed investment, prioritization, and workforce planning decisions. Job expectations include partnering across business and technology teams to coordinate potential engagements, manage planning and forecasting processes, monitor risks and dependencies, track the realization of optimization benefits, and provide clear, data-driven communications to senior leadership.

Responsibilities:

Understands stakeholder needs to help envision and create a solution to solve a problem
Supports cost and benefit analysis to align technology solutions to business strategy
Gathers and catalogs functional, non-functional, and technical requirements for stakeholder requests
Identifies the impact of modifications and enhancements to applications and assists with identifying integration points and the end-to-end solution design
Assists users and development teams in application testing and troubleshooting, and may help with test planning and configuring test solutions to validate functional and system needs
Documents processes, procedures and workflows for technology as needed
Manage engagement intake and portfolio planning activities, partnering with stakeholders to assess demand, prioritize work, align resources, and ensure delivery commitments support strategic business objectives.
Develop and maintain demand, capacity, resource, and financial forecasts; perform scenario analysis; identify optimization opportunities; and track cost efficiency metrics and realized benefits to support workforce planning, investment decisions, and portfolio performance management.
Create and deliver executive communications, reporting, governance materials, and insights that provide transparency into delivery health, financial performance, resource utilization, risks, dependencies, optimization outcomes, and strategic priorities, enabling informed decision-making by senior leadership.

Required Qualifications:

Engagement & Stakeholder Management
Demand, Capacity & Resource Forecasting
Financial Planning, Budgeting & Forecasting
Executive Communication & Reporting
Data Analysis & Business Insights
Cost Optimization & Benefit Realization Tracking
Business & Technical Requirements Management
Strategic Planning & Prioritization
Risk, Dependency & Issue Management
Agile Practices
Solution Design & Process Improvement
Strong analytical, problem-solving, and decision-making skills
7+ years of experience in business analysis, resource planning, financial management, forecasting, governance, or related disciplines.

Desired Qualifications:

Financial services or other highly regulated industry experience.
Agile, Product Owner, Privacy, Data Governance, or Risk certifications.
Experience supporting engagement management, workforce planning, capacity forecasting, or financial planning processes.
Experience preparing executive-level portfolio, resource, or funding reports and dashboards.
Experience working with portfolio management, resource management, or forecasting tools and methodologies.
Experience supporting data governance, compliance, risk management, or regulatory programs.
Experience with enterprise data management, metadata, or information governance initiatives.

Skills: