Finance Manager – Mortgage, Vehicle, & Specialty Operations

Bank of America; Charlotte (NC); On-site; USD 100,000 - 160,000; Full time

Job summary

Bank of America is seeking a senior finance partner to serve as a trusted advisor to Lines of Business, directing forecasting, profitability analysis, and strategic finance activities. The role emphasizes collaboration with operations leadership and cross-functional partners to drive value creation and informed decision-making.

The Global Operations Finance team serves the Mortgage, Vehicle, & Specialty Operations groups, partnering with CFO, HR, and the broader organization to shape the

Qualifications

• 5+ years of accounting or financial analysis work experience.
• Strong communication, organization, presentation, analytical and leadership skills.
• Analytical Abilities / Financial Acumen - apply inductive/deductive reasoning to interpret results.
• Builds partnerships across the organization and influences peers.
• Organizational skills and ability to juggle multiple tasks.
• Strong business acumen.

Responsibilities

• Oversees financial analysis and reporting for LOBs and finance leadership, focusing on revenue growth, cost management, profitability, cash flow, and operational improvements.
• Reviews LOBs' financial performance and provides strategic direction by synthesizing trends and risks and preparing analyses.
• Manages forecasting and budgeting and compares performance against plan and forecasts.
• Delegates and oversees teams building financial reports, presentations, and ad hoc analyses for LOBs and finance partners.
• Implements new projects and process improvements to automate reporting and free up time for strategic priorities.
• Maintains partner relationships across Finance and enforces controls and procedures.

Skills

5+ years exp

Communication skills

Analytical thinking

Leadership

Business acumen

Organization

Strategic thinking

Education

BS/BA in Finance/Accounting/Business

Tools

Alteryx

FactSet

Tableau

Workiva

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 serving as a finance partner to specified Lines of Business (LOBs) and directing the day-to-day finance activities to manage strategic annual planning and implementation. Key responsibilities include performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and overseeing value creation ideas and new investment business cases. Job expectations include supporting management in key decision making, and influencing and gaining support from financial analysts.

Team Specific Job Description:

The Global Operations Finance team is part of the Global Technology and Global Operations (GT & GO) Finance organization. The primary focus of this role is to be the strategic finance partner for the Mortgage, Vehicle, & Specialty Operations team. This role will partner with operations executive leadership to provide strategic business advice/counsel and manage all aspects of the financials. Success in this position will involve partnering across CFO, HR, and throughout the Mortgage, Vehicle, & Specialty Operations organization to be a strategic advisor for the team. This role will develop business/operations acumen, gain exposure to the Global Operations strategic roadmap, and have the opportunity to regularly influence business outcomes.

Responsibilities:

• Oversees the financial analysis and reporting needed to provide Line of Business (LOB) and finance leadership with trends and comparisons on all financial matters, focusing on maximizing revenue growth, cost management, profitability, cash flow generation, and operational improvement
• Reviews LOBs financial performances and provides strategic direction to teams by assisting with synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics
• Manages forecasting and/or budgeting and compares current performance against plan, prior periods, and forecasts to evaluate current and future performance trajectory
• Delegates and provides oversight to teams building financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners
• Implements new and ongoing projects and strategic initiatives by helping to create new processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities
• Builds, maintains, and manages partner relationships across the Finance division and implements policies and procedures that ensure integrity of the financials, sound controls, and effective procedures

Required Qualifications:

• 5+ years of accounting or financial analysis work experience
• Strong communication, organization, presentation, analytical and leadership skills
• Analytical Abilities / Financial Acumen - Systematic application of a combination of inductive and deductive reasoning to examine information, interpret results and arrive at well-founded logical conclusions.
• Builds Partnerships - Builds broad-based business relationships across the organization. Skillfully influences peers and colleagues to promote and sell ideas. Proactively surfaces and resolves conflict with efficiency.
• Organization and the ability to juggle multiple tasks and responsibilities
• Strong business acumen

Desired Qualifications:

• BS/BA – Finance/Accounting/Business preferred
• Familiarity with suite of CFO automation tools (e.g., Alteryx, FactSet, Tableau, Workiva)
• Forecast and planning experience

Skills:

• Business Process Analysis
• Collaboration
• Data Quality Management
• Financial Analysis
• Financial Management
• Analytical Thinking
• Critical Thinking
• Data Visualization
• Decision Making
• Prioritization
• Business Acumen
• Business Case Analysis
• Financial Forecasting and Modeling
• Project Management
• Reporting

Shift:

1st shift (United States of America)

Hours Per Week:

40