Finance Management Summer Analyst

Bank of America; Town of Charlotte (NY); On-site; USD 28,000 - 41,000; Part time

Job summary

Bank of America is seeking a Finance Management Summer Analyst as part of its CFO Group. This temporary internship introduces the company's financial management vision and offers hands-on experience in forecasting, financial analysis, and reporting using Excel.

You will contribute to internal planning, management accounting, and presentations to business partners, while developing process improvements and building a professional network with finance leaders across lines of business.

Qualifications

• Currently enrolled in an undergraduate or 4+1 program with a final graduation date between November 2027 and August 2028.
• Demonstrated leadership through student organizations, internships, or academic projects.
• Strong analytical and problem-solving abilities, basic financial and accounting knowledge, proficiency in Excel, and effective communication skills.

Responsibilities

• Forecast financial and non-financial trends, develop models, and analyze investments.
• Support internal financial planning and management accounting functions.
• Present financial data and analysis to business partners.
• Evaluate opportunities for process improvements across the CFO Group.
• Network with finance executives and stakeholders across lines of business.

Skills

Analytical skills

Problem-solving

Communication skills

Education

Undergraduate program with expected graduation Nov 2027–Aug 2028

Tools

Microsoft Excel

Job description

Finance Management Summer Analyst Program – 2027 | Bank of America

The Tone:

This is a temporary summer internship at Bank of America. Bank of America is a large financial institution that provides a diverse range of banking and nonbanking financial services and products domestically and internationally in more than 35 countries. This role is crucial as talented, engaged, and satisfied employees are the foundation to help make the financial lives of our customers and clients better. The Finance Management Summer Analyst Program provides an introduction to the company’s overall financial management vision and culture.

The TL;DR

• Role: Internship
• Type: Temporary
• Location: Not specified
• Team: CFO Group, with placement into a specific sub-team
• Mission: This person solves problems related to the overall financial management of the company by contributing to financial and management accounting, corporate and strategic finance, and internal treasury functions within the Chief Financial Officer (CFO) Group.
• Tech Stack: Microsoft Excel

What You’ll Actually Do

• Forecasting: Forecast financial and non-financial trends, develop models, and perform financial analysis of business investments.
• Financial Support: Support internal financial planning and management accounting functions.
• Presentations: Present financial data and analysis to business partners.
• Process Improvement: Evaluate opportunities for process improvements across the CFO Group.
• Networking: Network with finance executives and key stakeholders to cultivate meaningful relationships across various lines of business.

The Must-Haves

• Background: Currently enrolled in an undergraduate or accelerated (4+1) degree program, with a final graduation date between November 2027 and August 2028. This is an Entry-Level role focusing on core financial management and accounting principles.
• Experience: Demonstrated leadership experience through student organizations, prior internships, or academic projects.
• Skills: Strong analytical and problem-solving abilities, basic financial and accounting knowledge (including understanding financial statements, budgeting, and forecasting), proficiency in Microsoft Excel (basic formulas, pivot tables, and data analysis), and effective written and verbal communication skills.
• Bonus: Preferred GPA of 3.2 or higher. Common areas of study include Accounting, Finance, Economics, Business Administration, Mathematics/Statistics, Data Analytics, or Information Systems with a finance focus.