Finance Planning & Analysis Leader - Data Modernization

Bank of America; Charlotte (NC); On-site; USD 130,000 - 180,000; Full time

Job summary

Bank of America is seeking an experienced finance professional to direct day-to-day activities across month-end close, planning, forecasting, and capital approvals. You will oversee consolidation, profitability analysis, and financial reporting while driving modernization of software capitalization processes.

The role requires leadership of cross-functional teams, strong analytical skills, and collaboration with Technology Finance leaders to deliver strategic financial outcomes.

Qualifications

• 8+ years in Finance, Accounting, FP&A or related field.
• 3+ years leading teams or cross-functional processes.
• Experience in financial services or technology finance preferred.
• Bachelor’s degree in finance, accounting, business, or related field.

Responsibilities

• Direct day-to-day finance activities for month-end close, planning and forecasting.
• Oversee consolidation, profitability analysis, and financial reporting.
• Coordinate strategic business reviews and partner management.
• Drive data-driven modernization of software capitalization and related processes.
• Lead a shared utility for Software Capitalization and Initiative Planning.
• Collaborate with Business Finance Officers, Tech leaders, and CFO-level stakeholders.
• Synthesize data into actionable insights and communicate risks and recommendations.

Skills

Analytical Thinking

Attention to Detail

Financial Forecasting

Modeling & Reporting

Stakeholder Management

Process Improvement

Strategic Thinking

Data Analysis

Communication

Cross-functional Collaboration

Education

Bachelor's degree in Finance/Accounting/Business

CPA or MBA (preferred)

Tools

Financial systems

Reporting/Visualization tools

ERP / planning tools

Job description

Bank of America is seeking an experienced finance professional to direct day-to-day activities across month-end close, planning, forecasting, and capital approvals. You will oversee consolidation, profitability analysis, and financial reporting while driving modernization of software capitalization processes.

The role requires leadership of cross-functional teams, strong analytical skills, and collaboration with Technology Finance leaders to deliver strategic financial outcomes.