Senior Finance Analyst - Global Expense Analytics and Reporting

Bank of America; Town of Charlotte (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America is seeking a Finance partner to provide financial analysis and guidance for designated Lines of Business. You will perform forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and develop investment business cases.

The role partners with BFO and LOB technology managers, focusing on P&L planning and month-end analysis. You will build management reports, forecasts, and ad hoc analyses, automate reporting processes, and drive improvements.

Qualifications

• 2–5 years of finance related experience with analytical, operational proficiency and cross-functional collaboration.
• Proficient in Microsoft Office with emphasis on Excel and PowerPoint.
• Self-starter able to work in a fast-paced environment.
• Strong financial reporting background.
• Well organized with strong attention to detail.

Responsibilities

• Evaluates Lines of Business (LOB) financial performances and assists with decision making by synthesizing key trends and reporting.
• Develops financial reports, presentations, and ad hoc analyses for LOBs and finance partners.
• Creates forecasts and budgets by comparing current performance against plan and prior periods.
• Supports reporting for Board of Directors, Investor Relations, and regulatory agencies.
• Collaborates with teams to ensure integrity of financials and controls.
• Automates key reporting processes and drives improvements to enable strategic priorities.

Skills

Attention to Detail

Analytical Thinking

Decision Making

Collaboration

Data Visualization

Financial Analysis

Financial Forecasting and Modeling

Business Acumen

Business Case Analysis

Critical Thinking

Strategic Thinking

Strong written and oral communications

Education

Bachelor’s degree in Finance or Accounting

Tools

Excel

PowerPoint

SAP / eLedger / Essbase

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 providing financial analysis and guidance to support key decisions and initiatives. Key responsibilities include performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and generating value creation ideas and new investment business cases. Job expectations include preparing insights to guide management’s decision making and evaluating financial performance versus plans, forecasts, and prior periods.

The Technology GEAR Team (Global Expense Analytics and Reporting) is part of Global Technology & Operations Finance. The primary focus of the team is to provide strong financial support for the day‑to‑day finance activities of a business unit. Business partners include: Business Finance Officers (BFO) as well as line of business (LOB )Technology managers. Key priorities are P&L planning, forecasting and month‑end analysis / reporting for the technology organization. Throughout the tenure of this role the teammate will gain exposure within the finance organization while improving/developing the following skills: financial/business acumen, attention to detail, analytical and strategic thinking, planning and forecasting, leadership, communication, and relationship management. High level of exposure to strategic investment decisions driving the future technology landscape of the firm.

Responsibilities:

• Evaluates Lines of Business (LOB) financial performances and assists with decision making by synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics
• Develops financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners
• Creates forecasts and budgets by comparing current performance against plan, prior periods, prior forecasts, and budgets and evaluating current and future performance trajectory
• Supports reporting and analysis for key constituents and management, which may include Board of Directors, Investor Relations, and/or various regulatory agencies
• Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures
• Supports new and ongoing projects and strategic initiatives by creating processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities

Required Qualifications:

• 2–5 years of finance related experience with demonstrated analytical, operational proficiency and cross‑functional collaboration
• Proficient in Microsoft Office products with emphasis on strong Excel (macros, pivot tables, look‑ups, and filtering) and PowerPoint
• Self‑starter able to work in a fast‑paced environment
• Strong financial reporting background
• Well organized and strong attention to detail
• Seeks to build relationships and collaborate with teammates
• Strategic thinker with the ability to understand complex business challenges and potential solutions
• Strong organization skills and ability to manage/sequence multiple deliverables Strong written and oral communications skills
• Possess intellectual curiosity and the desire to learn and improve our influence as a support partner

Desired Qualifications:

• Bachelor’s degree in Finance or Accounting
• SAP / eLedger / Essbase
• FP&A (Financial planning & analysis) experience

Skills:

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

Shift:

1st shift (United States of America)

Hours Per Week:

40