Global Technology Finance Lead | Exec Reporting & Forecasting

Bank of America; Charlotte (NC); On-site; USD 110,000 - 165,000; Full time

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

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.