Analyst II - Tech Delivery

Bank of America; Town of Charlotte (NY); On-site; USD 110,000 - 140,000; Full time

Job summary

Bank of America is seeking a seasoned Business Analyst to drive engagement management, demand forecasting, and portfolio planning within Global Technology. You will partner with stakeholders to gather requirements, forecast resources and funding, and produce executive communications that guide strategic decisions.

In this role you will monitor risks, dependencies, and optimization benefits while delivering data-driven insights to senior leadership.

Qualifications

• 7+ years of experience in business analysis, resource planning, financial management, forecasting, governance, or related disciplines.
• Strong analytical, problem-solving, and decision-making skills.
• Experience with engagement management, capacity planning, and cross-functional collaboration.

Responsibilities

• Understand stakeholder needs to envision and create a solution that aligns with business strategy.
• Gathers and catalogs functional, non-functional, and technical requirements for stakeholder requests.
• Identify impact of modifications and enhancements to applications and assist with integration points and end-to-end design.
• Assist users and development teams in testing, troubleshooting, and test planning; help configure test solutions.
• Manage engagement intake and portfolio planning with stakeholders to assess demand, prioritize work, and ensure delivery.
• Develop and maintain demand, capacity, resource, and financial forecasts; perform scenario analysis; identify optimization opportunities.
• Create and deliver executive communications, governance materials, and insights for transparency into delivery health and financial performance.
• Coordinate planning, forecasting, and risk management across business and technology teams; monitor dependencies and realize optimization benefits.

Skills

Engagement

Stakeholder Mgmt

Demand Forecasting

Resource Forecasting

Financial Planning

Executive Reporting

Data Analysis

Risk Management

Agile Practices

Solution Design

Process Improvement

Strategic Planning

Portfolio Management

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

• Understanding 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. Experience supporting data governance, compliance, risk management, or regulatory programs.

Skills

• Analytical Thinking Business Acumen Collaboration Solution Delivery Process Influence Result Orientation Risk Management Solution Design Stakeholder Management Data Management Financial Management Technical Strategy Development User Experience Design Executive Communication Portfolio & Engagement Management Demand Forecasting Capacity Planning Resource Management Shift: 1st shift (United States of America) Hours Per Week: 40

Privacy Statement

Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

Pay Transparency

Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

Company Cultural Note

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi‑faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Partnering Locally

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Global Impact

Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates.

Opportunity and Inclusion

Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.

Our Values

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