Senior Finance Analyst: Incentives & Forecasting Expert

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

Job summary

Bank of America is seeking a Senior Financial Analyst in the Compensation and Benefits Finance Team to lead enterprise‑wide incentive compensation forecasting, budgeting, and reporting. You will partner with HR, Treasury, and Finance to deliver insights and drive performance.

The role emphasizes advanced Excel modeling, data visualization, and scalable processes to support strategic decisions and strong financial controls across the firm.

Qualifications

• Bachelor's degree in accounting or finance or relevant work experience.
• Detail oriented with track record of accuracy in high visibility responsibilities.
• Analytical abilities and financial acumen to interpret results and communicate impact.
• Strong organizational skills and ability to juggle multiple tasks.

Responsibilities

• Reviews forecasts and budgets, comparing performance to plan and prior periods.
• Compiles financial information from LOB and consolidated perspectives for stakeholders.
• Develops dashboards, reports, and analyses using Excel and analytics tools.
• Ensures financial data integrity, sound controls, and efficient procedures with limited oversight.
• Supports projects by creating processes to automate reporting and enable strategic priorities.

Skills

Analytical Thinking

Attention to Detail

Financial Accounting

Financial Processing

Consulting

Critical Thinking

Financial Forecasting and Modeling

Reporting

Scenario Planning and Analysis

Business Acumen

Business Analytics

Influence

Prioritization

Problem Solving

Education

Bachelor's degree in accounting or finance

Tools

Alteryx

Tableau

eLedger tools

Job description

Bank of America is seeking a Senior Financial Analyst in the Compensation and Benefits Finance Team to lead enterprise‑wide incentive compensation forecasting, budgeting, and reporting. You will partner with HR, Treasury, and Finance to deliver insights and drive performance.

The role emphasizes advanced Excel modeling, data visualization, and scalable processes to support strategic decisions and strong financial controls across the firm.