Finance Lead, Staff Support & Strategy Partner

Bank of America; Charlotte (NC); On-site; USD 120,000 - 150,000; Full time

Job summary

Bank of America is seeking a Finance Lead for the Chief People Organization (CPO) and Global Strategy and Enterprise Payments (GSEP). The role coordinates forecasting, planning, and reporting for two major organizations with multi-billion dollar expenses and thousands of resources.

You will translate findings for leadership and drive efficiency through automation and improved finance routines. Ideal candidates bring 5+ years in financial planning, strong analytical skills, and a proven ability

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• 5+ years of professional experience in financial services or equivalent.
• Strong financial planning, forecasting, expense management, and business support finance experience.

Responsibilities

• Oversee forecasting, budgeting, and reporting for LOBs and finance leadership.
• Coordinate day-to-day finance activities and lead continuous improvements in processes.
• Translate financial results into actionable insights for executives and partners.
• Lead and review work across analysts to ensure accuracy and timeliness.

Skills

Financial analysis

Forecasting

Data visualization

Business partnering

Education

Bachelor’s degree in Finance, Accounting, Economics, Business, or related field

Tools

Excel

Workiva

SharePoint

Power Query

Tableau

AI Copilot

Job description

Bank of America is seeking a Finance Lead for the Chief People Organization (CPO) and Global Strategy and Enterprise Payments (GSEP). The role coordinates forecasting, planning, and reporting for two major organizations with multi-billion dollar expenses and thousands of resources.

You will translate findings for leadership and drive efficiency through automation and improved finance routines. Ideal candidates bring 5+ years in financial planning, strong analytical skills, and a proven ability