Senior Finance Analyst - Planning and Analysis

Bank of America; Pennington (AL); On-site; USD 90,000 - 129,000; Full time

Job summary

Bank of America is seeking a Finance professional to support the consolidation of month-end close, forecasting, and profitability analysis within the GWIM FP&A Finance team in the United States. You will contribute to financial reporting and strategic insights across the planning cycle.

The role emphasizes collaboration, data-driven decision making, and expanding automation of key reporting processes while maintaining strong controls and operational excellence.

Qualifications

• 4+ years of experience in FP&A, stress testing, financial analysis, or related roles.
• Bachelor’s Degree or equivalent work experience
• General Ledger / EPM / Essbase Proficiency
• Advanced Excel skills
• Experience or strong aptitude for Emerging technology including Tableau, Alteryx, Workiva, Picklinks, Power Query, Power Pivot, and/or AI/CoPilot
• Demonstrated success driving end-to-end process improvement with a strong OpEx focus
• Highly organized and proactive
• Strong communication skills – able to communicate concepts both verbally and in writing
• Detail-oriented with a control mindset
• Proven ability to work independently in a fast-paced environment with evolving priorities while delivering accurate results
• Excellent time management skills with the ability to meet critical deadlines
• Demonstrated ability to work cohesively within a team-oriented environment
• Self‑motivated with a consistent track record of high performance

Responsibilities

• Reviews, challenges, and reports on forecasts and budgets by comparing current performance against plan, prior periods and prior forecasts, and evaluating current and future performance trajectory
• Compiles financial information from a Line of Business (LOB) and consolidated perspective for presentation to stakeholders
• Develops financial management dashboards, reports, presentations, ad hoc analysis, and research using Microsoft Office Suite and Emerging Technology tools
• Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures with limited oversight
• Supports 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
• Exhibits strong attention to detail and applies analytical thinking and problem solving to deliverables while collaborating with key stakeholders and partners
• Review, analyze, and report consolidated quarterly forecast results, stress forecast results, and contingency options, preparing impactful presentations for senior stakeholders
• Work on high-visibility projects, applying analytical thinking and problem-solving skills while building relationships across the Finance organization

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 or equivalent work experience

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 more complex financial activities involving the consolidation of the bank’s month-end close, planning, forecasting and capital processes. Key responsibilities include performing forecasting, profitability analysis, financial reporting, and trend analysis using advanced modeling /software skills and assisting with ad hoc requests. Job expectations include working with key planning and analysis partners on small projects, research, and evaluations of financial performance while maintaining Operational Excellence and a controls discipline.

GWIM works with clients to build a comprehensive financial strategy, providing proactive recommendations to grow and preserve wealth. The GWIM Finance team is part of the broader Regional Banking and WM FP&A Finance team. The team’s primary focus is to support the business leaders by delivering all aspects of financial reporting, planning, and analytics. Our team acts as a trusted partner enabling better decisions through transparency and strategic insights.

Responsibilities:

• Reviews, challenges, and reports on forecasts and budgets by comparing current performance against plan, prior periods and prior forecasts, and evaluating current and future performance trajectory


• Compiles financial information from a Line of Business (LOB) and consolidated perspective for presentation to stakeholders


• Develops financial management dashboards, reports, presentations, ad hoc analysis, and research using Microsoft Office Suite and Emerging Technology tools


• Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures with limited oversight


• Supports 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


• Exhibits strong attention to detail and applies analytical thinking and problem solving to deliverables while collaborating with key stakeholders and partners


• Review, analyze, and report consolidated quarterly forecast results, stress forecast results, and contingency options, preparing impactful presentations for senior stakeholders


• Work on high-visibility projects, applying analytical thinking and problem-solving skills while building relationships across the Finance organization

Required Qualifications:

• 4+ years of experience in FP&A, stress testing, financial analysis, or related roles


• Bachelor’s Degree or equivalent work experience


• General Ledger / EPM / Essbase Proficiency


• Advanced Excel skills


• Experience or strong aptitude for Emerging technology including Tableau, Alteryx, Workiva, Picklinks, Power Query, Power Pivot, and/or AI/CoPilot


• Demonstrated success driving end-to-end process improvement with a strong OpEx focus


• Highly organized and proactive


• Strong communication skills – able to communicate concepts both verbally and in writing


• Detail-oriented with a control mindset


• Proven ability to work independently in a fast-paced environment with evolving prioritieswhile delivering accurate results


• Excellent time management skills with the ability to meet critical deadlines


• Demonstrated ability to work cohesively within a team-oriented environment


• Self‑motivated with a consistent track record of high performance

Desired Qualifications:

• Bachelor’s degree in Finance, Accounting, or related field


• Knowledge of the Regional Banking and GWIM business and associated corporate functions


• Familiarity with corporate finance calendar and deliverables


• General Ledger / EPM / Essbase Proficiency

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)

Pay and benefits information

Pay range

$90,000.00 - $129,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.