Finance Manager - Balance Sheet & Forecasting Leader

Bank of America; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

Bank of America in Charlotte, NC is seeking a senior financial analyst to manage baseline and stress forecasting of balance sheets, Net Interest Income, and treasury metrics. You will deliver accurate forecasts by product and legal entity, under baseline or stress scenarios, and communicate clear storylines to business partners and senior management.

The role leads a team of financial analysts, develops forecasting processes, and drives improvements with AI-enabled automation.

Qualifications

• Minimum 5 year related experience in financial reporting and analytics, forecasting and balance sheet and net interest income.
• Advanced Excel, data manipulation.
• Detail oriented and strategic thinker.
• Ability to handle multiple deliverables at once while still adhering to deadlines.
• Ability to summarize complex problems in clear and easy to explain language.
• Ability to lead peers but also work autonomously.
• Comfort working with complex Financial Products, strong analytical abilities and problem solving skills.
• Financial statements, Balance Sheet product and Net Interest Income business acumen experience.

Responsibilities

• Manage baseline and stress forecasting for balance sheets, NII, and Treasury non-interest income.
• Oversee a team delivering accurate forecasts by product, LOB, and legal entity.
• Coordinate with enterprise partners and senior management to communicate storylines.
• Prepare entries to GL and ad hoc analyses to support strategic decisions.
• Drive AI adoption and automation where applicable and develop financial analysts.
• Collaborate with BSM, Corporate Treasury, Risk, CFO groups and other enterprises.

Skills

Advanced Excel

Data manipulation

Financial forecasting

Balance sheet analysis

NII knowledge

Attention to detail

Strategic thinking

Stakeholder management

Presentation skills

Regulatory compliance

Tools

SAP

eLedger

Job description

Bank of America in Charlotte, NC is seeking a senior financial analyst to manage baseline and stress forecasting of balance sheets, Net Interest Income, and treasury metrics. You will deliver accurate forecasts by product and legal entity, under baseline or stress scenarios, and communicate clear storylines to business partners and senior management.

The role leads a team of financial analysts, develops forecasting processes, and drives improvements with AI-enabled automation.