Finance Manager - Planning & Analysis

Bank of America

Charlotte (NC)

On-site

USD 110,000 - 165,000

Full time

11 days ago

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Job summary

Bank of America in Charlotte, NC seeks a Global Technology Finance lead to drive executive reporting, analytics, and strategic decision support. You will translate complex financial data into clear insights for technology leadership and guide strategic decisions.

You will partner with CFO/Technology teams, refine month-end and forecast processes, and advance automation with tools like Forecast Connect and Workiva to deliver enterprise-wide financial perspectives.

Qualifications

5+ years of professional experience in financial planning and analysis, corporate finance, Technology Finance, or financial services.
Strong financial planning, forecasting, expense management, reporting, and analytical experience.
Strong executive communication skills with the ability to translate complex financial information into concise presentations.
Advanced Excel and PowerPoint skills and experience analyzing complex financial data.
Ability to manage multiple priorities and ad hoc analyses in a fast-paced environment.

Responsibilities

Provides leadership and coaching to forecast stakeholders to develop accurate profit plans and forecasts.
Directs day-to-day activities and reviews related to Lines of Business financial performance.
Manages forecasting and budgeting process from a LOB and consolidated perspective.
Implements new projects to automate key reporting capabilities and deliver process improvements.
Builds and maintains partner relationships across the Finance division and ensures reporting integrity.
Collaborates with CFO and executives to translate results into strategic insights.

Skills

Analytical Thinking

Attention to Detail

Financial Accounting

Financial Processing

Scenario Planning and Analysis

Business Analytics

Consulting

Critical Thinking

Financial Forecasting and Modeling

Reporting

Business Acumen

Influence

Prioritization

Problem Solving

Education

BS or BA in Business Management, Finance, Accounting, Economics or equivalent

Tools

Forecast Connect

Workiva

SharePoint

Power Query

Tableau

Automation

AI/Copilot

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 directing the day-to-day finance activities involving the consolidation and management of the bank’s month-end close, planning, forecasting and capital approval processes. Key responsibilities include overseeing the consolidation and analysis of forecast, profitability, and financial reporting, and supporting strategic business reviews. Job expectations include managing planning and analysis partner relationships, supporting management in key decision making, influencing financial analysts, and coordinating deliverables to and from partners.

Team Specific Job Description:

The Global Technology Finance team provides financial planning, forecasting, reporting, expense and resource management, and strategic decision support across Global Technology. The team partners across Technology Finance to develop an integrated view of financial performance, emerging trends, risks and opportunities, and key business drivers for Technology and Finance leadership.

This role will serve as a Global Technology Finance lead focused on executive reporting, financial analytics, and strategic decision support. The individual will develop a broad understanding of Global Technology’s financial performance and business drivers and translate complex financial information into clear, concise insights and executive-level materials.

The role will have significant exposure to senior Technology and Finance executives and will support the development of materials and financial storylines used in leadership discussions. This includes synthesizing results across teams, understanding the drivers behind month-end and forecast performance, identifying emerging themes, risks and opportunities, and responding to strategic and ad hoc requests requiring an enterprise-wide Technology perspective.

The role will also partner closely with the Central Technology FP&A team on key finance routines, including month-end, forecast, stress testing, Investor Relations, Quarterly Business Reviews, and SPI-related activities. The individual will develop end-to-end knowledge of these processes and identify opportunities to improve and automate recurring reporting and analytics.

Responsibilities:

Provides leadership, direction and coaching to profit planning and/or forecast stakeholders to develop accurate profit plans and forecasts, reviewing and understanding the drivers of business results to identify areas of improvement
Directs the team’s the day-to-day activities and reviews related to the Lines of Business (LOB) financial performances, assisting with synthetizing key trends, assessing current and future business risks, and preparing, analyzing and reporting on financial results and key metrics
Manages forecasting and/or budgeting process from a LOB and consolidated perspective and compares current performance against plan, prior periods, and forecasts to evaluate current and future performance trajectory
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 planning and forecasting process, financials, sound controls, and effective procedures
Exhibits strong attention to detail and applies analytical thinking, influence and collaboration with key stakeholders in the LOBs and across CFO to effectively handle competing priorities

Required Qualifications:

5+ years of professional experience, preferably in financial planning and analysis, corporate finance, Technology Finance, or financial services
Strong financial planning, forecasting, expense management, reporting, and analytical experience
Strong strategic and analytical thinking, with the ability to connect detailed financial results to broader business drivers and forward-looking implications
Strong executive communication skills, including the ability to translate complex financial information into concise, executive-level presentations and messaging
Advanced Excel and PowerPoint skills and experience analyzing complex financial data
Strong intellectual curiosity, attention to detail, and problem-solving capabilities
Ability to manage multiple priorities, recurring finance routines, executive requests, and ad hoc analyses in a fast-paced environment
Strong collaboration and influencing skills, including the ability to drive outcomes without direct authority

Desired Qualifications:

BS or BA in Business Management, Finance, Accounting, Economics or equivalent
Experience with month-end reporting, forecasting, planning, stress testing, and executive reporting
Experience developing presentations and financial analyses for senior executives
Experience with Forecast Connect, hierarchy management, Workiva, SharePoint, Power Query, Tableau, automation, and emerging technology tools such as AI/Copilot
Demonstrated interest in process improvement and using technology and automation to improve Finance processes

Skills: